Document Filing Information Meeting Minutes 
Administrative Arts
SEPTEMBER 15, 2010
You don’t indicate if you are talking about Board minutes or membership meeting minutes. According to every reference I can find for document retention, Board minutes should be kept permanently. I didn’t find any specific references to membership meeting minutes in any of the research I’ve done.
All Things Admin
MAY 5, 2021
Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.
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Practically Perfect PA
NOVEMBER 4, 2011
Spend time reading through some of the emails I’ve filed over the last week, including LinkedIn updates and other networking emails. I do think it is worth taking a little bit of time when you can to review this sort of information and keeping up to date with your peers. 1630 – Another meeting to attend.
Office Dynamics
JUNE 27, 2012
The “oops” factor: If you need more than two paragraphs to cover your topic, you’re better off using the phone, or attaching a Word* file. I hate it when an email has several people in the To: line with a request for information or action in the body, but no clear assignation of the action to a particular individual.
Laughing all the Way to Work
DECEMBER 17, 2008
Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.
Laughing all the Way to Work
JULY 26, 2009
Recently I was working with someone on an Excel document. They sent an e-mail wondering if any of the assistants could help them export a document from Excel to Word. Unlike Word you will only see the header repeated when you do a print preview or print the document. Or if you want to attach a file, choose Attach File.
Laughing all the Way to Work
MARCH 15, 2009
Tried and True Method: I set up 12 hanging file folders labelled January through to December. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Thats great!
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