article thumbnail

More OneNote Must-Knows: History, Search, and Template Creation

All Things Admin

Create a page in OneNote or insert a file from Word that you want to use as your standard template for various needs throughout the notebook. procedures, meeting minutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. Here’s how you create one.

article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Travel planning. Meeting and event planning. Other systems you may want to prioritize, depending on your job duties, include: Disaster recovery planning. Human resources. Using the staff meeting planning example, here are the batches or segments: Date Selection and Participants. Meeting Agenda.

Agenda 90
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Having a good outlook when it comes to Outlook

Laughing all the Way to Work

You would not want your boss to find out about an important meeting at the last minute that they should have been prepared for. I create the calendar appointment in my boss’s calendar and I always invite myself as a resource person so it also appears in my calendar as well. Nobody likes to be over booked.

Calendars 100
article thumbnail

Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. Be one step ahead of your boss. Be protective of your boss’s time.

article thumbnail

Oh where or where is my password?

Laughing all the Way to Work

I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Servers are usually backed up daily, so your file will likely be restored. However, you probably want to password protect file.

article thumbnail

Grrr! moments

Laughing all the Way to Work

At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As.

article thumbnail

When you need it later: The Bring-Forward System

Laughing all the Way to Work

Tried and True Method: I set up 12 hanging file folders labelled January through to December. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. The system I use is quite simple and has been around for a long time. Thats great!