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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. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are two examples of this.

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Ep 247: Email Management for Executive Assistants

LEADERASSISTANT.COM

In this chapter, I cover tactics for managing your own email inbox, as well as your executive’s. Of course, I’d love to hear your email tips and tricks as I’m always down to get more efficient and productive, so please reach out! LEADERSHIP QUOTE Email is the gateway drug of work; Slack is the crack.

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Elevating Your Role As An Executive Assistant

ProAssisting Blog

Familiarize yourself with categories of each vertical of software (some examples would be: project management, CRM, LMS, CMS, social media scheduling, image editing/creation, etc.) Adapt your support accordingly, whether it's the way information is presented, the timing of communications, or the format of reports.

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The Best Ways to Use CRM Forms

Jen Lawrence

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”?

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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

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Email That Works: Best Practices for Truly Busy People

Office Dynamics

Are you getting so much that it’s sometimes impossible to manage it properly and still be productive? When you’re a “Star” in your profession, you take the time to think before speaking or sending any kind of message – in electronic or written form. Some people create folders within their email programs. Take heart….You’re

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8 Tools To Help Build An Efficient Asynchronous Workflow

Allwork

With the right asynchronous work tools, everything from task management to video conferencing and note-taking flows and works seamlessly. Slack boasts that using the app reduces emails by 32% and meetings by 27%, which could be a major benefit for teams looking to cut down on unproductive activities.