Office Dynamics

DECEMBER 18, 2015

The Admin’s Guide to Organizing Digital Files By Julie Perrine. Just like papers on your desk can pile up, the same thing can happen with digital files. If you don’t have a filing system to put things where they belong when you save them, the virtual mess can accumulate quite quickly. Setup Your Digital Filing Cabinet.

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All Things Admin

APRIL 17, 2024

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. By assigning different colors to various categories or types of documents, you can quickly identify and retrieve them when needed. Here are two examples of this.

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Management Dropbox Administrative Professionals Filing 52

Clutter Coach

JANUARY 19, 2016

Dave: No, I have all the files on my computer, the templates and stuff. Me: What if you just keep one copy in your archive files? How about filing it with other documents from the spring conference? They need to be tossed out or filed away. We just, uh, keep them. The extras. How would that be? That makes sense.

Learning 100

Learning PDF Filing 2012 100

Allwork

JUNE 30, 2023

While the dust from the 2023 tax filing season has long since settled, if you are a freelance worker, independent contractor , or digital nomad, now isn’t the time to forget about your taxes. While celebrating U.S. Part of that process starts with taking notes on how you work, for how many hours, and from where.

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BMT Office Administration

JUNE 22, 2022

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. The key benefits of electronic record-keeping include: Easier file sharing.

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Filing Legal Budget Policies 98

Eat Your Career

MARCH 21, 2022

I’m a big fan of documentation, especially in the workplace. Documentation certainly helps with this! No one wants to end up in such a situation, but should it happen, your work journal provides documentation to support you. It’s no surprise then that I recommend everyone keep a work journal. Be sure to keep it safe.

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Eat Your Career

FEBRUARY 21, 2023

When someone is certified, it means they’ve not only demonstrated competence in the relevant material; they’ve also participated in continued learning to stay up-to-date on the topics. Once you earn your degree, you have no obligation to continue learning in that field. Some certifications accept a wide variety of learning activities.

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Office Dynamics

SEPTEMBER 12, 2019

Asks: I’m finally getting around to creating my Administrative Professional Protocol Manual but I’m not sure if it should print everything out in a 3 ring binder (using dividers), using a One Note document, having it electronically in an online file or all of the above. What do most administrative professionals prefer?

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Administrative Professionals Filing Training Learning 182

Stephanie LH Calahan

FEBRUARY 7, 2013

  Creating a PDF file (one that can be read easily regardless of the computer it is being opened on) used to be cumbersome. You either needed to purchase expensive software or have a graphics person create the file for you. The other day my client asked me how to create a PDF file. "  ~Meggin McIntosh.

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Laughing all the Way to Work

OCTOBER 27, 2018

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. If I am waiting to hear back from someone, that is documented as well. I file it by YYYY-MM-DD. This way, it always files chronologically.

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Filing Calendars 2018 Email 182

All Things Admin

FEBRUARY 27, 2024

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.

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Success

MAY 15, 2023

Keep reading to learn about the different types of life insurance policies, how to determine if you need to buy it, and how much your policy should be worth. Store the policy documents securely, along with the rest of your estate plan and financial details, in a fireproof file box or other safe place. What is life insurance?

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Policies Salary Expenses Purchasing 264

Office Dynamics

APRIL 18, 2019

Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place. Learn to delegate.

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Success

APRIL 12, 2022

Multiple users can be inside a document or spreadsheet and actively making changes or leaving comments at the same time. If you’re ready to submit to the authority of the AI and machine learning models that will one day sign all of our paychecks, you’ll love LiquidPlanner. Basic team features from Mural will run your team around $9.99

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All Things Admin

FEBRUARY 8, 2024

How are you supposed to document everything for reference, as well? If you want to make consistent progress on procedures documentation, you need to make it a habit, not a project. So, the trick is to find a way to integrate procedures documentation and process improvement into the natural flow of your daily work.

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All Things Admin

AUGUST 3, 2022

Procedures are documented processes that explain exactly how to complete a task. You can quickly insert the contents of a PDF or image file onto a page of your OneNote notebook. When you save your documents like this, I strongly recommend a naming convention that keeps your documents organized for quick reference.

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All Things Admin

JANUARY 10, 2024

A handwritten procedure is still a documented procedure. Once you have your template, print out several blank copies, punch three holes in each page, and keep them in a file folder within reach of your workspace. But it doesn’t have to be! These seven tips will help you to create an easy-to-understand set of procedures in no time!

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Administrative Professionals 2024 Mentoring Training 94

Productivityist

MARCH 15, 2016

Writer Steven Johnson has written an excellent piece over at Medium about what he calls The Spark File. I now keep it as a Google document so I can update it from wherever I happen to be. I call it The Spark File.”. I’ve taken a page from Steven Johnson and started my own spark file. Getting Ideas into The Spark File.

Filing 40

Filing Google Learning Management 40

Productivityist

MARCH 15, 2016

Writer Steven Johnson has written an excellent piece over at Medium about what he calls The Spark File. I now keep it as a Google document so I can update it from wherever I happen to be. I call it The Spark File.”. I’ve taken a page from Steven Johnson and started my own spark file. Getting Ideas into The Spark File.

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Filing Google Learning Management 40

Eat Your Career

NOVEMBER 12, 2019

Learn more and sign up here.) Then, document your ideas and the value they would contribute in a formal business case. Go through old computer files and archive or delete anything that’s no longer needed. It’s also a good time to review your filing structure. Create/update procedural documentation.

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Office Dynamics

MAY 23, 2019

I prepare files with the documentation he will need for the meetings and leave on his desk. Want to learn more about Ask an Admin and how to submit your own question? The other Chief, older, but very organized and uses online calendars and his phone as well. I set reminders on my cell and Google Calendar. What should Carrie do?

Management 167

Management Calendars Administrative Professionals Google 167

Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

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All Things Admin

JUNE 15, 2023

So if you have travel planning experience, you need to document it! The following are some examples of how to document your travel planning abilities in your professional portfolio. I could upload the three documents as three separate work samples. Work Sample: My Travel Planning System I love to travel!

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Travel Administrative Professionals Mentoring PDF 52

Office Dynamics

APRIL 25, 2016

Today, going mobile means having instant access to all documents, content and colleagues, and the tools to get any job done – anywhere, anytime. Learn more by using the guides. Backup and store your files via a cloud service. Files will be accessible from any device you have installed the app on. Cloud Storage.

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LEADERASSISTANT.COM

NOVEMBER 22, 2023

Well, today I found an email I wrote to myself in March 2020 where I documented the idea of writing this list of tools, so I figured it’s time. It’s a simple tool to learn, and does the job, and it comes with Mac computers, so it’s a no brainer for me.

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Success

SEPTEMBER 25, 2021

It requires mostly patience with yourself as you learn to “walk backward.”. The process has been widely documented across cultures. Filing taxes, meeting payroll, and ordering inventory are valid reasons to miss a little sleep if they all hit at once. With origins in mathematics and engineering, it’s not for everyone.

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Suppliers Payroll Goals Health 362

Office Dynamics

APRIL 20, 2017

This smart app even “learns” your schedule and adapts to your busy and available times. Cloud-Based File Storage: Tired of attaching documents to emails and relying on track changes to keep up with multiple people editing the same files? If you’d like to learn more about our Blog-A-Thon you can do so here.

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Time Zones Administrative Professionals Basecamp Business Cards 223

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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Laughing all the Way to Work

MAY 6, 2008

I did however come up with 20 things that I have learned from my mistakes over the years, both at the office and personally.

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Success

JUNE 19, 2022

While you’re certainly capable of answering the telephone, filing and ordering supplies, why waste your time on drudgery that almost anyone could do? For this reason, Hecht recommends spending some time documenting exactly, step by step, how you do things. Some tasks are easy to do but also easy to hand off.

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Elance Suppliers Mentoring Payroll 291

Office Dynamics

JANUARY 26, 2016

But if you’re willing to learn a person’s preferences, and not foist your own on him or her, you can help this person develop systems to stay organized by following these tips. Learn their Style Preference. Good systems are documentable, so you start by writing down the process required to accomplish the task at hand.

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Office Dynamics

JANUARY 21, 2020

The writer immediately points out that technology and automation have chipped away at duties like papers to be filed and landlines to be answered. And yet assistants help file digital documents and manage calls through their cell phones, so the skills required for these tasks haven’t completely gone away. She is living it up.

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Calendars Administrative Professionals PowerPoint Skills 325

All Things Admin

JUNE 16, 2023

descriptions , a screenshot, photo, and several links to uploaded files or blog articles. They don’t just show that you can do something; they also show that you’re willing to document the process so that others can benefit from your expertise. This single page spotlights several skills by sharing a few P.A.R.

Administrative Professionals 52

Administrative Professionals Mentoring PDF Business Cards 52

Productivity Bits

NOVEMBER 18, 2016

A certain amount of piling is inescapable, especially when you are actively working with the documents filling up your workspace. Only file things in your workspace if you know you are going to refer back them. Only file things in your workspace if you know you are going to refer back them.

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Staples Keyboards Filing AT&T 100

Allwork

NOVEMBER 28, 2022

Even if an employee doesn’t file a claim but is merely alleging age discrimination, HR and legal will likely investigate the allegation as a best practice. Consistently asking every employee once a year, “How do you want to learn, grow and develop in the next 12 months?”

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Office Dynamics

APRIL 20, 2016

But if you’re willing to learn a person’s preferences, and not foist your own on him or her, you can help this person develop systems to stay organized by following these tips. Learn their Style Preference. Good systems are documentable, so you start by writing down the process required to accomplish the task at hand.

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Filing Administrative Professionals 2016 Mentoring 100

All Things Admin

MAY 5, 2021

If you don’t implement it then it’s just a document taking up space on your hard drive. You can also add the Microsoft Office suite of apps (Word, Excel, and OneNote, in particular) or the Google Suite apps to your smart phone and tablet, so your career plan files are easily accessible no matter where you are. Keep It Visible.

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Mentoring Goals Filing Administrative Professionals 96