Take Control of
Managing Your Files

Note: This book is slightly outdated. Some relatively small adjustments to account for changes in macOS 12 Monterey and macOS 13 Ventura are called for. Jeff currently plans to update this book in January 2023. The update will be free to everyone who purchases the book now. (Read more about updates).)

Apple users have fantastic tools at their disposal for using, creating, and editing files of all kinds, but few of us have any real strategy for naming, organizing, or tagging those files—making them increasingly difficult to find later on. In this book, veteran technology author Jeff Carlson helps you make sense of what could be millions of files on your Mac, iPhone, iPad, or iPod touch so that you can spend less time hunting for things and more time doing useful work (or having fun).

Jeff starts by helping you set appropriate file management goals and develop overall strategies that fit your needs and preferences. Then he gets into the details of how to use the Finder (on a Mac), the Files app (in iOS and iPadOS), and third-party tools to make sense of your files and folders and easily find what you’re looking for.

This book covers topics such as:

• How to keep important items in sync among your devices
• Choosing when to use internal storage vs. external storage (such as an external hard drive, a NAS, or the cloud)
• Whether and how to use iCloud Drive to sync your files, including Desktop and Documents folders
• How to create shortcuts to your favorite files and folders
• Understanding how the macOS folder hierarchy works
• The best ways to use the desktop
• What you should consider when creating a folder hierarchy
• Why and how to use tags to categorize files
• How you can automatically sort, rename, and file items on your Mac
• When to consider third-party information management apps (such as DEVONthink)
• How to find files and folders with Spotlight in macOS, iOS, and iPadOS
• Alternative search tools you might want to consider
• How to work your way through a long backlog of unsorted (or poorly sorted) files
• Ways to free up storage space

If you’re struggling with file management, this book will help you get a grip on the process—and get your devices to do more of the hard work for you.

Note: This book focuses on macOS 11 Big Sur and iOS 14/iPadOS 14, but nearly everything it describes is also applicable to older Apple operating systems released over the past few years.

About Jeff Carlson

Jeff Carlson is a contributing editor of TidBITS, a frequent contributor to Macworld and DPReview, and the author of best-selling books on the Mac, digital photography, and, in earlier incarnations, web design and Palm organizers. He consumes almost too much coffee. Almost.