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3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. By assigning different colors to various categories or types of documents, you can quickly identify and retrieve them when needed. Here are two examples of this.

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Your Roadmap to Effective Office Systems

All Things Admin

Procedures, forms, and checklists combine to create systems for how you get things done efficiently. A good system is documentable, sharable, and repeatable. The best way to explain how to document your systems on paper is to show you. Review calendars and compile date and time options. Systems have many benefits.

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Why the Right Executive Assistant is Crucial to a CEO or Founder’s Success

C-Suite Assistants

A well-crafted job description forms the bedrock of your search for the perfect candidate. This could involve setting up a document system in the Cloud, a CRM system, scanning physical documents, organizing financials and expenses, contacts, etc. Some EAs even help with social media if you don’t have staff for this.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. For instance, Asana and other programs offer Gantt charts, calendar views, and time-tracking, whereas Trello does not (unless you pay for power-ups, but more on that in a bit). Calendar view. Salesforce.

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Solution for Major Travel Planning Pain Points

Office Dynamics

One user told us they take screenshots of each individual site then import it into a Word Document so they can easily scroll through options and compare them side-by-side. Solution 1: Create a travel request form that you can send to your traveler with the information that you absolutely need to have. TRAVO As A Solution.

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5 SOP examples for your business

BMT Office Administration

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

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ClickUp vs. Trello: Which is the best project management software?

BMT Office Administration

That’s not to mention how difficult communication can be if you use email. Before you know it, you’ll have 15 email threads to keep up with, as well as loads of time-tracking spreadsheets for each team member. calendar view, Gantt charts, etc.). Trello Power-Ups. What are those? ClickUp vs. Trello: Primary Differences.