Office Dynamics
APRIL 14, 2017
This information is in our Executives and Assistants Working In Partnership: The Definitive Guide to Success. Keep the daily files in front, beginning with the file for tomorrow’s date. The files that follow all represent the rest of the days of the month in the correct order (12 through 31). The “round file.”
Laughing all the Way to Work
DECEMBER 19, 2009
When a meeting is finalized, I put the scheduling sheet in a completed file. I tend to keep my scheduling sheets in chronological order and each morning I go through them to see if there is any action I need to take, i.e. follow up to ask for an agenda or see if I can start scheduling.
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Laughing all the Way to Work
AUGUST 13, 2010
This is useful if you want to file the email and change the Subject line to something that better describes what the email is about or to put notes in the email. I also drag items from my Inbox if someone sends me an email to advise they will be sending an agenda or some other item by a certain date.
Laughing all the Way to Work
SEPTEMBER 19, 2008
I use hanging file folders labelled from January through to December. Every afternoon before I leave for the day, I go through the hanging file for that month to see if there is anything I need to bring forward for the next day. A tip she passed along had to do with the bring-forward system and has been a great tool for me.
Practically Perfect PA
JANUARY 21, 2014
You may want to use your manager’s email (and sign off the email in their name) for sales responses so that the sales person thinks they have heard a definite response from the key contact rather than the gatekeeper. Do you have an agenda? Once a year I archive the file so that it doesn’t clog up my emails.
Laughing all the Way to Work
DECEMBER 12, 2009
This can be as simple as having hanging file folders marked from January to December and then you just put items in the appropriate month that you need to bring forward for your boss. Bring Forward System or Using Tasks in Outlook Have a system to follow up on items your boss has asked you to do or things you know you need to do.
Stephanie LH Calahan
DECEMBER 10, 2010
Create email folders same as you would for word doc and paper files. " Well, there's definitely something to it. Review your tickler file, "to do" lists, Outlook tasks, or whatever you use to track your action items. If you know that you will never answer an email, delete it right away. Begin immediately.
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