Document Forms Organization Project Management 
Jen Lawrence
AUGUST 1, 2022
CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?
All Things Admin
APRIL 17, 2024
As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes.
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BMT Office Administration
DECEMBER 13, 2022
Cloud-based project management software has revolutionized how companies manage their workflows, time-tracking, and communications for years now. That is unless you’ve yet to upgrade to a project management app, in which case you’re still stuck with the hassles of managing projects across multiple locations.
Jen Lawrence
JULY 7, 2022
A good CRM will facilitate obtaining contract signatures, receiving payments, scheduler links, and creating forms/questionnaires. Don’t wait to get organized until you’re busy. Documenting meetings notes, building forms and questionnaires, tracking leads and prospects – this software does it all in an easy-to-use interface.
All Things Admin
JUNE 23, 2021
Procedures, forms, and checklists combine to create systems for how you get things done efficiently. They are a roadmap to your task or project that you follow every time. A good system is documentable, sharable, and repeatable. Project management. Systems have many benefits. Travel planning. Human resources.
Worxbee
OCTOBER 4, 2021
Here’s why professional development matters and the sorts of areas to focus on: Why executive assistants need professional development Executive assistants tend to take on a number of responsibilities in the workplace, including organizing professional development for other people! Project management. Leadership skills.
BMT Office Administration
OCTOBER 4, 2022
The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Screen sharing of an employee’s computer will update managers on an employee’s progress on tasks, emails, and other workflows. Legal issues and concerns over webcam surveillance. Time tracking and file tracking.
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