---
title: "Organizing Client Files"
url: https://help.usepixie.com/en/articles/5621390-organizing-client-files
collection: "Clients and Contacts"
updated: 2026-09-29
language: en
---

# Organizing Client Files

A client's **Files** tab can contain dozens or hundreds of files, so it's important that files are organized by task, so that files are easy to locate.

When a [client email is added to an existing task](https://help.usepixie.com/en/articles/5208656-adding-an-email-to-an-existing-task.md), any files that email contains will be listed in the [client's **Files** tab](https://help.usepixie.com/en/articles/5208666-client-files-emails-notes.md) under that task.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_4917.png)

The same applies when [creating a task from an email](https://help.usepixie.com/en/articles/5208658-creating-a-task-from-an-email.md) - any files that email contains will be associated with the new task.

But when an email comes from a client that is not associated with a task, the files in that email are placed in the **General** files section of the client's **Files** tab. (This is also where you can upload your own client-related documents that are not associated with a particular task.) When too many files end up in this section, individual files can be hard to identify and locate.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_1135.png)

See also: