User Guide · Mnémosyne

Best Practices in Mnemosyne.

A simple, consistent system is all it takes to keep your files organized. Here are some recommended best practices for creating folders, filing your documents, keeping your notes, and more easily finding their context.

The Basic Method

Start simple, and then enhance.

The best way to get started with Mnemosyne is to begin with a single real-world case file rather than trying to organize all your work right away.

The recommended workflow remains consistent: create the client, add an assignment when appropriate, import the documents into the correct context, and then save the notes needed for follow-up.

Recommended Route
1
Client First, create the folder where you'll store all your work.
2
Mission Add it when a topic or assignment warrants being tracked separately.
3
Document Import it directly into the right context.
4
Note Keep a record of relevant decisions, observations, and follow-ups.
5
Verification Use the search function and the inspector to make sure everything remains easy to find.
Organization

Six Habits to Help You Stay a clear report.

01 · Get Started

Start by working on a real-world project

Starting with a specific example makes it easier to learn Mnémosyne and helps you avoid creating an overly broad structure before you understand how you’ll use it.

02 · Name

Use descriptive names

Keep folder and file names simple, consistent, and easy to recognize. A good naming convention makes it easier to find what you're looking for later.

03 · Organize

One mission = one clear objective

Avoid vague titles. If there are several different topics for the same client, break them down into separate assignments rather than artificially grouping everything together.

04 · Put into Context

File documents as soon as you receive them

A document or note that is properly tagged from the start will be much easier to understand and find later on.

05 · Writing

Keep your notes brief and factual

A memo should include only what is worth keeping: a decision, an observation, a reminder, or a follow-up, without unnecessarily copying the entire file.

06 · Maintenance

Organize regularly

A few regular check-ins are better than a major cleanup after several weeks of accumulated documents, assignments, and notes.

When importing a document
✓
Verify the customer Make sure the document goes into the correct folder.
✓
Select the mission if necessary A document related to a specific project must be linked to that project rather than to the client alone.
✓
Select a relevant category The category must accurately describe the nature of the file to facilitate its future classification.
✓
Check after importing Check the attachment and open the preview to confirm that it is the correct file.
Documents

A good ranking is achieved at the time of import.

Avoid quickly saving a file in a random folder with the intention of reorganizing it later.

Saving a few seconds during the import process can end up costing you time when you need to find the document several weeks or months later.

If the document requires a specific action or follow-up, add a linked note to keep this information associated with the file.

Working Notes

Write only what must remain.

Notes are especially useful after a phone call, a meeting, an important review, or when a decision needs to be documented in the file.

01 Stick to the facts

Describe the observation, decision, or follow-up without adding any unnecessary complexity.

02 Keep your note brief

A short, clear note is generally easier to read than a long report that's hard to get through.

03 Build Good Relationships

Link the note to the customer, the assignment, or the document in question when this relationship is relevant to the context.

Recommended Routine

A few minutes every so often rather than a big cleanup.

A simple routine is all it takes to keep files, assignments, documents, and notes from piling up haphazardly.

Moment Recommended reflex
Start of file
Create the customer record and then the main job if necessary.
File Received
Import it and then immediately place it in the right context.
After a conversation
Add a short note when the conversation includes a decision, observation, or follow-up that’s worth keeping.
End of the Day
Review the items you've added and categorize the ones that still need to be put into context.
Weekend
Check your open tasks and notes that still require follow-up.
i
Don't try to be perfectly organized right from the start.

Start with a simple, consistent structure. The goal is to easily find your work and its context, not to create too many categories or tasks.

The Mnémosyne Method

If in doubt, Go back to this clip.

01 Client
02 Mission
03 Document
04 Note
05 Verification
Help Center

Continue exploring Mnemosyne.

Check out the guides on folders, tasks, documents, notes, search, activities, settings, and security.

Back to the Help Center →
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