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3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Here are three simple yet effective strategies to help you enhance your information management system. I suggest beginning each file name with a three- or four-letter abbreviation to categorize it.

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. But first, a word of caution ….

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What electronic record-keeping software best fits your needs?

BMT Office Administration

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 your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

For instance, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. Monday.com also features no-code automation, a document editor, and the ability to attach any file type to a project. Monday.com docs and forms. These include: Creative request forms.

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. LNM LOVES Dropbox!

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Go Digital With Your Administrative Procedures

All Things Admin

Digital procedures contain the same information as your print binder; they’re just in digital form and stored in the cloud so they’re accessible from anywhere. You can quickly insert the contents of a PDF or image file onto a page of your OneNote notebook. FORM – Meeting & Site Visit Planning.

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ClickUp vs. Trello: Which is the best project management software?

BMT Office Administration

They’re Trello’s version of add-ons that add new features such as Gantt charts, a file viewer, calendars, threaded comments, and many more. This forms a hierarchy that contains all its project management solutions and tools that are easy to understand. What are those? Options include a list, board, Gantt chart, and more. Google Drive.