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Leveraging Automation and Technology for Procedures

All Things Admin

Some think the learning curve is too steep; others believe that the emerging technology will eventually replace them, and they don’t want to speed up what they see as an inevitable “rise of the robots.” Other popular project management tools include Asana, Basecamp, Trello, ClickUp, and Monday.com.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

You might be using a new phone system or dealing with new project management software. The process for ordering office supplies and setting up the conference room for meetings was different. Set up a branded email for the new hire, complete with an appropriate title and auto-signature.

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3 Ways to Create a Better System for Information Management

All Things Admin

What’s nice about this is that all your files will show up together in alphabetical order by the name of the file. Teamwork : Our project management tools integrate with email, Dropbox, Slack, and a variety of other applications providing a centralized platform for project management, communication, and file sharing.

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5 Steps to a Clean Inbox

All Things Admin

I was always on top of my inbox back then, and if I could manage, why couldn’t they? As a virtual assistant, I was managing up to 10 different email accounts for various projects, and I wasn’t keeping up. I needed to change, so I sought out books and training on email management. Set Up Rules.

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

All Things Admin

​Whether you’re using it for travel planning, procedures development, project management, or just basic notetaking, OneNote is one of the most dynamic software programs out there for administrative professionals. This will show up under “My Templates” for ongoing use in your notebook.

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Tailored Procedures Documentation: Tools and Techniques for Every Learning Style

All Things Admin

When creating this procedure, I included advanced documentation techniques such as screenshots and video walk-throughs to make sure that anyone who followed the procedure would be set up for success, even if it was their very first time performing the task. Asana or Teamwork : For project management with detailed documentation capabilities.

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How Protected Are Your Passwords?

All Things Admin

You need a password to boot up your work computer, log in to your network, access your office intranet, open your project management software, and access your cloud server. If you have to input things like the street you grew up on, your first dog’s name, or the model of the car you had in high school, stay away.