Windows 11: File and Folder Management (1 Day)

Organise files, setup clear naming conventions and find documents quickly.

Course Overview

Date & Time: 9:30am – 5:00pm (1 Day)
Delivery: Live Online via Zoom
Group Size: Max 4 participants
Level: Beginner

Learning Outcomes

Confidently create, organise, and manage files and folders for business projects and clients
Apply consistent file naming conventions to improve collaboration and prevent errors
Quickly locate documents using search, filters, and shortcuts in Windows 11
Use OneDrive and archiving best practices to keep business files secure, accessible, and well-structured

Resources Provided

Quick Reference Cheat Sheet
Printable step-by-step guide

Prerequisites

Please ensure you have a Windows 11 PC and Zoom installed. You should feel confident using a keyboard and mouse. If you can do that, you’re all set.

Windows 11: File and Folder Management (1 Day)

Session 1 — Introduction to File Management

Course overview and objectives
Why file management matters in business
Overview of File Explorer and key features
Understanding drives, folders, and files

Session 2 — Creating and Organizing Folders

Creating new folders for projects, clients, and departments
Establishing clear folder hierarchies for business use
Moving, copying, and deleting files and folders
Best practices for naming conventions (dates, client names, project codes)

Session 3 — File Naming Conventions for Business

Importance of consistent naming for collaboration
Examples of effective business naming structures
Using dates, versions, and client/project references
Avoiding common mistakes in file naming

Session 4 — Finding Documents Quickly

Searching files using File Explorer
Using filters (date modified, file type, keywords)
Pinning frequently used folders to Quick Access
Recent files and jump lists for productivity

Session 5 — Managing Business Files Efficiently

Sorting files by name, date, or type
Using OneDrive and cloud storage integration in Windows 11
Creating shortcuts for business-critical files
Archiving old files while keeping records accessible

Session 6 — Hands-On Practice & Wrap-Up

Practice creating a structured file system for a sample business project
Apply naming conventions to client folders and documents
Use search and filters to locate key files quickly
Review best practices and Q&A session