Clear Desktop Clutter

• Create temporary folder on desktop called "Desktop Cleanup"
• Move all files and folders into this temporary folder
• Sort through items one by one, deciding keep/delete/archive
• Aim for 10 or fewer icons on desktop

Arrange Icons by Type (Windows)

• Right-click desktop → View → Auto arrange icons (uncheck this first)
• Right-click desktop → Sort by → Name/Size/Date
• Or manually drag icons to preferred positions
• Right-click → View → Align icons to grid (keeps neat)

Arrange Icons on Mac

• Right-click desktop → Sort By → Name/Date/Kind/Size
• View → Show View Options → Snap to Grid (enabled)
• Adjust icon size and grid spacing in View Options
• Use Stacks: Right-click desktop → Use Stacks (groups by type)

Hide Desktop Icons Temporarily

Windows:

• Right-click desktop → View → Show desktop icons (uncheck)
• Icons hidden but still exist
• Useful for screenshots or presentations

Mac:

• Terminal: defaults write com.apple.finder CreateDesktop false
• Then: killall Finder
• To restore: change false to true and run killall Finder again

Basic Folder Structure Template

• Documents → Work, Personal, Finance, Projects
• Work → By client, project, or year (e.g., 2026, 2026)
• Personal → Medical, Legal, Insurance, Receipts
• Projects → One folder per active project
• Archive → Completed projects and old files

Naming Conventions

• Use dates: YYYY-MM-DD format (e.g., 2026-03-09_Report.docx)
• Include version numbers: Report_v1, Report_v2, Report_FINAL
• Avoid special characters: Use underscores instead of spaces
• Be descriptive: "Q1_Sales_Report" not "Report"
• Use consistent capitalisation

Create Folder Templates

For recurring project types:

• Create master folder with standard subfolders
• Example: Client_Template → Contracts, Invoices, Deliverables, Correspondence
• Copy entire template when starting new project
• Rename parent folder to client/project name
• Maintains consistency across all projects

Use Colour Labels (Mac) or Custom Icons (Windows)

Mac:

• Right-click folder → Tags → Select colour or create custom tag
• Use colours for priority: Red=Urgent, Orange=Important, Green=Complete

Windows:

• Right-click folder → Properties → Customize → Change Icon
• Or use folder colours with third-party tools like Folder Colorizer

Pin Folders to Quick Access (Windows)

• Open File Explorer
• Navigate to frequently used folder
• Right-click folder → Pin to Quick access
• Appears in sidebar for instant access
• To remove: Right-click → Unpin from Quick access

Add to Sidebar (Mac)

• Open Finder
• Navigate to folder
• Drag folder to Favourites section in sidebar
• Or: File → Add to Sidebar
• Remove: Right-click in sidebar → Remove from Sidebar

Create Desktop Shortcuts

Windows:

• Right-click folder → Send to → Desktop (create shortcut)
• Or: Right-click drag folder to desktop → Create shortcuts here

Mac:

• Cmd+Option, drag folder to desktop (creates alias)
• Or: Right-click folder → Make Alias → Move alias to desktop

Use Libraries (Windows)

• File Explorer → View → Navigation pane → Show libraries
• Right-click Libraries → New → Library
• Name library (e.g., "Current Projects")
• Right-click library → Properties → Include a folder
• Add folders from different locations to one library

Weekly Desktop Cleanup

• Set Friday afternoon or Monday morning as cleanup time
• Move completed work to appropriate folders
• Delete or archive files no longer needed
• Empty Recycle Bin/Trash
• Maintain maximum 10 icons on desktop

Monthly Archive Review

• Review Downloads folder monthly
• Move keepers to proper locations
• Delete installers and temporary files
• Archive projects completed over 3 months ago
• Back up important documents to cloud or external drive

Use Disk Cleanup Tools

Windows Storage Sense:

• Settings → System → Storage → Storage Sense
• Turn on to automatically delete temporary files
• Set to run weekly or monthly
• Empties Recycle Bin after 30 days

Mac Optimised Storage:

• Apple menu → System Settings → General → Storage
• Click Manage → Recommendations
• Enable "Empty Trash Automatically"
• Review large files and delete unneeded ones

Search Instead of Browse

• Windows: Press Windows key, start typing filename
• Mac: Cmd+Space (Spotlight), type filename
• Faster than clicking through folders
• Search by date modified: "modified:today" or "modified:last week"
• Works even with imperfect folder organisation

Backup Strategy

• 3-2-1 Rule: 3 copies, 2 different media types, 1 offsite
• Use cloud storage: OneDrive, Google Drive, iCloud, Dropbox
• External hard drive backup weekly
• Test restoring files periodically to verify backups work