Back to How To Guides
How To Guide

How to Organise Your Desktop Icons and Files

Create an efficient file system and clean desktop. Learn folder structures, naming conventions, and quick access shortcuts for maximum productivity.

Overview

A cluttered desktop slows you down and makes finding files difficult. This guide shows you how to organise files logically, maintain a clean desktop, and access important documents quickly.

Step 1: Desktop Organisation

1

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
Best Practice:

Desktop should be for active projects only. Use Documents folder for long-term storage.

2

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)
3

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)
4

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

Step 2: Create Logical Folder Structure

1

Basic Folder Structure Template

  • Documents → Work, Personal, Finance, Projects
  • Work → By client, project, or year (e.g., 2025, 2026)
  • Personal → Medical, Legal, Insurance, Receipts
  • Projects → One folder per active project
  • Archive → Completed projects and old files
2

Naming Conventions

  • Use dates: YYYY-MM-DD format (e.g., 2025-03-09_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
Pro Tip:

Files named with YYYY-MM-DD at start automatically sort chronologically when sorted by name.

3

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
4

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

Step 3: Set Up Quick Access

1

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
2

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
3

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
4

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

Step 4: Regular Maintenance

1

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
2

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
3

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
4

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
Power User Tip:

Good organisation + powerful search = unbeatable combination. Organise for logic, search for speed.

5

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
Important:

No organisation system matters if files are lost. Regular backups are essential for important documents.

Need Business Document Management?

We provide SharePoint setup, cloud storage migration, and file server organisation for businesses of all sizes.