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3 Ways to Create a Better System for Information Management

All Things Admin

Here’s how you can implement color coding: Physical Files : Use colored folders or labels to differentiate between different projects or document types. I love translucent colored poly pockets combined with colored file folders to create instant visual distinction of what’s waiting for me each day in my priority sorter.

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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. On Trello, you can only link to or attach files from other word processors.

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

Stephanie LH Calahan

You can easily track personal and business finances, quickly see the profit/loss of the business, create invoices, review financial reports, import data AND easily transfer information to Turbo Tax (another program I'd recommend!) OneNote: My Filing Cabinet In The Clouds. We can also generate reports to track our income.

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The Admin’s Guide to Organizing Digital Files

Office Dynamics

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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