Give your records a landing place

Ten minutes, one folder or box, and permission to leave the rest for later.

Choose a place where you can gather papers you want to organize.
Find up to three records you already have. Leave originals where they belong if moving them would be inconvenient.
Write their locations below. Use ‘unknown’ for anything you still need to find.

Your notes are optional. Keep passwords and account numbers out of this worksheet.

Checking for your work in this browser…

My landing placeFor example: a labeled folder in the desk drawer.

Up to three records and their current locationsNames and locations are enough. Leave account numbers and passwords out.

One thing to find another dayUnknown is a useful starting point.

You have a starting place and a short list. That is today's useful work.

Original exercise by Make This Useful. General document-organization background: Federal Trade Commission. FTC: Organize your important papers.

Large print (may use more pages)

Edit a message to forward

Review the message, then choose the recipient in your email or messaging app.

SubjectMessage

Day 1: Give your records a landing place

Ten minutes, one folder or box, and permission to leave the rest for later.

1. Choose a place where you can gather papers you want to organize.

2. Find up to three records you already have. Leave originals where they belong if moving them would be inconvenient.

3. Write their locations below. Use ‘unknown’ for anything you still need to find.

My landing place: ____________________

Up to three records and their current locations: ____________________

One thing to find another day: ____________________

You have a starting place and a short list. That is today's useful work.

Original exercise by Make This Useful. General document-organization background: Federal Trade Commission.

FTC: Organize your important papers: https://consumer.ftc.gov/articles/how-organize-your-important-papers-disaster-strikes

Edition: records-day-1-v1

This document organizes information you provided. It is not insurance, legal, tax, or medical advice. Verify plan details with Medicare.gov or your SHIP counselor; verify medicines with your pharmacist.

https://makethisuseful.com/challenge/records/day/1?utm_source=share&utm_campaign=records

Open email Open text message

Printing includes your notes. Sharing sends the blank task and worksheet so someone else can begin.

Made a little time for this?

Mark participation when you have spent time on the task. It is fine to leave details unfinished or unknown.

Next day’s worksheet This worksheet in Markdown