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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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On to the next task.

Laughing all the Way to Work

The problem is it is now filed in the back burner of my mind. I document everything and that is how I keep track. So I document that as well. When I receive an email relating to a meeting, I create a meeting sheet and cut and paste the email in there and make any relevant notes. I file it by YYYY-MM-DD.

Filing 182
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Different Strokes for Different Folks

Laughing all the Way to Work

I had a lot of trigger dates I needed to remember such as when to file a statement of defence after receiving a statement of claim, or putting in a reminder when the mandatory mediation kicked in. I had so many meetings to keep track of that I needed a method of finding the details quickly from the various emails I had about the meeting.

Filing 100
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Ten tips on preparing board papers

Practically Perfect PA

Working for a Company Secretary in one role and looking after 12 Committees in another means I have spent more time than I care to admit putting board papers together. I often had quite heated conversations with one of my managers about taking the board papers online or if that was too much of a leap just emailing them to board members.

Agenda 100
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How High Achievers Keep Things Running Smoothly

On The Job

We can’t remember passwords for our online banking account and lose critical emails or other bits of data important for our work. Become your own enforcer of no email or Internet for certain periods so you can sustain your concentration. Every day millions of us search for our car keys, our smartphones and our sunglasses. Just say “no.”

Filing 100
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Take the “Jingle” out of Holiday Stress

The Office Professionals Place

Form a committee, then within the committee form subcommittees for activities throughout the event. Have a sub-committee for the catering/venue (if the event is not going to be held at the company), another sub-committee would be for entertainment. This is a chance for you and your committee to be creative.

Holidays 100
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A day in the life: Katrina Wardell, EA at Dropbox

Practically Perfect PA

My EA function includes booking travel, heavy calendar and email management and organising the site-wide events. I check my emails first thing when I wake-up so that I can prioritise my day properly. It’s an awesome online tool for collaboration where any number of people can work on a document at once.

Dropbox 100