I’m reading BASB, and it seems to me like the premise for organizing actual documents is four broad folders:
Per the book, it seems you put a note in the first folder (starting at the top) where it logically makes sense. So if I have a project for Customer A (“build website”), and Customer A sends me something like a logo / Pantone / “branding” document, I know I’ll need that for the website - so I drop it in Projects → Build Website For Customer A.
Then I finish the website for Customer A. Since I’m not working on the project anymore, I archive it to Archives → Build Website For Customer A.
And when Customer A comes back three months later, asking for a flyer, I create Projects → Design Flyer For Customer A. Then to find the branding document, I search through the Archives and look for any projects that might be relevant, find Archives → Build Website For Customer A, and dig through that folder for anything that might be useful, thus finding the branding document.
And if I’m looking for a note, let’s say about general principles for picking colors for a website, I would go into a Resources → Web Design folder, search for “color”, and click through each article that surfaced in the search. In each article, theoretically, I would have multiple layers of highlighting to surface key points, which I would skim to see if it was the content I was after.
If the articles weren’t summarized yet, I’d skim them to see if it was the content I was after, and presumably add summarization to any of them that looked like they’d be useful later.
Whereas if I were looking for a discussion I knew I’d had with a previous customer (Customer A, but I don’t know that) about color picking for their website because somehow the discussion might be relevant to Customer X three years later, I would search my entire archive folder to see if I could find the appropriate note, and move that note out of Archive → Design Website For Customer A to either Resources → Web Design or to the current project.
Is this the intended flow of the system? Or am I missing something?