Canva Organization Tips Every Real Estate Agent Needs
You’re juggling showings, listing appointments, and lead generation—all while trying to stay on top of your social media game. You already know how powerful Canva is for creating stunning visuals, but let's be real: keeping it all organized with your busy schedule can be a challenge. By combining an organized Canva workspace with Selling On Socials, you can efficiently create all your social media graphics for the month in no time.
Here are some practical tips to streamline your Canva workspace and speed up your workflow, so you can focus on what you do best—selling homes!
Create Folders
The last thing you want to do is waste precious time searching for a specific design. By creating specific folders you can keep everything neatly organized and easily accessible.
Active Listings: Store all of your current listings in one folder for quick updates and posts.
Sold Properties: Keep a folder for sold properties to easily access your success stories.
Client Testimonials: Collect and organize client testimonials in their own folder to use for marketing.
Monthly Social Media Posts: Create folders labeled as Social Media followed by the month, year. (ex. Social Media // September 2024)
Marketing Campaigns: Further organize everything you use for specific campaigns (ex. Facebook Ad, Farming) in their own folders.
Open Houses: Keep your invitations and promotional posts, in a single folder.
Client Events: Put anything you have created for client events into this folder, then create folders for each specific event (ex. Photos With Santa 2024)
Assets: Store things in here such as B-Roll footage, Logos, Headshots, Brand Images, etc.
Canva’s newest update allows you to pin folders onto your homepage menu by starring them. Projects you’re currently working on or regularly accessed folders can be pinned here for a speedier workflow!
Come Up With A Naming System And Use It Consistently
Having a consistent naming system is another key to quickly find the design you are looking for. Here’s my naming system formula:
For Properties:
Start with the property address
Add what type of content it is
Finish with the date
Example: 123 Main St. // Instagram // September 2024
Using this system you will be able to search for the graphic you are looking for by the address, type of post, or date.
For Monthly Content:
Start with date you plan on posting it so you can easily schedule your posts.
Add type of post
Example: 9.8.2024 // Story
Using this system you will be able to search for the graphic you are looking for by date or the type of post. If you aren’t using a social media scheduler yet I highly suggest using Metricool, they have an amazing free plan! Here’s a link!
Set Up a Brand Kit with Colors and Fonts
A brand kit not only saves time but also keeps brand consistency across all of your desings. Canva’s Brand Kit feature allows you to store your brand colors, fonts, and logos for quick access.
If you do not have Canva Pro your brand kit will be very limited. You can create a design on Canva where you store all of your brand colors and fonts - think of it as your cheat sheet. You can also upload your logos and tag them as “Logo” so you can easily find them!
Organize Your Uploads
As you upload images, videos, and logos make sure you individually tag them with what they are that way you can easily find them when you search in the upload section.
Move Existing Canva Designs + Files into Folders
After you get your new folder system all set up its time to rename and move the designs you’ve already created into the proper folder.
I suggest first renaming all of your designs to follow your new naming system then move several designs at once. To move designs or images into a folder in bulk, click the checkmark in the box on the right for each design you wish to move. Then, go to the bottom of the page and find the folder icon. Once you click that, it will ask where you wish to move the files. It’s that easy!
Remove Unnecessary Designs + Files
Delete any unnecessary images, logos, colors, and designs on a regular basis. This will help keep your account manageable and organized.
To Sum It Up
Organizing your Canva workspace might seem like a daunting task, but the benefits far outweigh the initial effort you have to put in. By creating folders, using a consistent naming system, setting up a brand kit, and tagging your uploads you can significantly improve your workflow.
Use these tips to get your Canva workspace organized, I promise it will make your workflow a lot smoother and a lot quicker! Happy designing!
