Office Dynamics

JULY 21, 2017

If you’ve ever spent a morning trying to track down a lost file on your hard drive or searching through a decade of email, you know that digital disorder can also take a toll on your wellbeing. Does your documents folder or email inbox resemble a junk drawer with everything tossed in together? Get organized. Make Folders. Duplicates.

Filing 190

Filing Email 2017 Stress 190

Office Dynamics

JANUARY 21, 2020

The writer immediately points out that technology and automation have chipped away at duties like papers to be filed and landlines to be answered. And yet assistants help file digital documents and manage calls through their cell phones, so the skills required for these tasks haven’t completely gone away.

Calendars 325

Calendars Administrative Professionals PowerPoint Skills 325

Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

Filing 100

Filing Calendars Networking Email 100

Laughing all the Way to Work

JULY 6, 2008

Keeping an up-to-date vacation calendar is important so these overlaps are anticipated and in some cases vacations have to be re-scheduled. Setting up a calendar in Word is probably the easiest way to do it and everyone can see at a glance who is going to be away. Double-click Calendar Wizard. Follow the steps in the Wizard.

Calendars 100

Calendars 2003 UPS Holidays 100

All Things Admin

AUGUST 3, 2022

Procedures are documented processes that explain exactly how to complete a task. You can quickly insert the contents of a PDF or image file onto a page of your OneNote notebook. When you save your documents like this, I strongly recommend a naming convention that keeps your documents organized for quick reference.

Administrative Professionals 80

Administrative Professionals Dropbox Mentoring Forms 80

Tips From T. Marie

FEBRUARY 14, 2018

For the past 11 years I’ve slowly transitioned from storing files on my computer hard drive to using a combination of removable storage and online file storage. They allowed me to store client files on something I could lock away in a fire-proof safe each night. Things like graphics and image files. How wrong I was. .

Dropbox 100

Dropbox Google Docs Filing Collaborate 100

BMT Office Administration

DECEMBER 13, 2022

For instance, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. 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.

Management 52

Management Project Management Forms Calendars 52

Allwork

DECEMBER 10, 2023

She shares an onboarding document with every new freelancer. “It Develop a file-sharing system. Set up a calendar for regular check-ins and deadlines. Erin Balsa, head of content marketing at The Predictive Index , has been hiring freelance writers since 2011 and managing them since 2015. Her secret? ‍ Don’t have these?

Management 299

Management 2020 Agencies Project Management 299

All Things Admin

JUNE 23, 2021

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. Review calendars and compile date and time options. Review calendars and compile date and time options. Travel planning.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

My EA Career

APRIL 5, 2023

Preferences… …preferences are how your leader likes things to be done, and it includes communication styles, calendar structure, and how meetings are run, among others. Circle Back Once you have developed your 3P’s file remember that it is a living breathing document. Let’s break it down a bit more.

Management 52

Management Administrative Professionals Calendars Filing 52

Stephanie LH Calahan

DECEMBER 2, 2009

Try This Instead | Main | Be Smart About Using the Telephone » The Great Calendar Debate - Paper or Electronic - 21 Experts Weigh In We are in the home stretch of 2009 -- bring on 2010!!    One item frequently purchased at this time of year is a calendar or planner for the upcoming year. 

Calendars 100

Calendars Microsoft Outlook Twitter Purchasing 100

Ian's Messy Desk

MARCH 1, 2012

When the HVAC system was installed, someone thought we might want the user manual for the system: a 400 page PDF document. Instead of filing the PDF on the network, the document was printed and placed in a filing cabinet , where it will sit until doomsday. File it in a Reminder file or in your file cabinet.

PDF 100

PDF Filing Policies Purchasing 100

Office Dynamics

APRIL 25, 2016

Today, going mobile means having instant access to all documents, content and colleagues, and the tools to get any job done – anywhere, anytime. First and foremost , learn how to use a cloud service to backup and access your documents, photos and videos in a flash and I don’t mean from a flash drive! (I Know Your Mobile Device.

Dropbox 100

Dropbox PDF Filing Google 100

Success

NOVEMBER 17, 2021

Recurring tasks, delegation, comments, calendar integration, kanban-style productivity visualizations and subtasks are some of the most notable features of Todoist. The app caters to remote teams with features such as shared scheduling, doc and file sharing, project boards with activity timelines and automated daily check-ins.

2022 352

2022 Basecamp Google Google Docs 352

Ian's Messy Desk

JANUARY 15, 2014

When the HVAC system was installed, someone thought we might want the user manual for the system: a 400 page PDF document. Instead of filing the PDF on the network, the document was printed and placed in a filing cabinet , where it will sit until doomsday or at least until someone cleans out those files.

PDF 100

PDF Filing Policies Purchasing 100

Ian's Messy Desk

FEBRUARY 1, 2012

This allows me to keep my e-mail in-box, calendar, to-do list , address box and journal synced between my desktop and handheld. Lotus Notes Calendar and Scheduling explained! You can move to Notes documents while you’re still in another document without going to the view. Access actions from within a document.

Calendars 100

Calendars 2012 Forms Filing 100

Practically Perfect PA

FEBRUARY 17, 2014

There are so many ways we can help them with this from managing their calendar effectively, minimising interruptions and generally keeping them on track. Administration of documents. Assistants should manage the administration of documents on behalf of their manager. The same applies for board papers and board level reports.

Management 100

Management Suppliers Holidays Calendars 100

Clutter Coach

NOVEMBER 17, 2014

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards.

Medical 100

Medical Filing Credit Card Legal 100

Practically Perfect PA

DECEMBER 17, 2015

This means that you process documents as soon as they are received. Read it, process it, and file it away – never allow documents to pile up on your desk or in your inbox. Grouping similar messages or documents together will also make them easier to retrieve later, but you can store them in a way that suits you best.

Calendars 100

Calendars Filing Email AT&T 100

Productivity Bits

MAY 12, 2011

And since it is a web-based device, you always have access to all your applications and files anytime and anywhere – that is if you have an access to the internet (a downside?). Google Calendar. With Google Calendar you can easily manage your upcoming events. Share critical documents on the web with your team.

Google Docs 100

Google Docs Calendars Verizon Google 100

Productivity Bits

NOVEMBER 16, 2010

Most of the time, presentations and documents can be sent via email instead of giving a hard copy to the intended person. In order to organize these papers, set up a box where each document type can be placed on your desk. An accordion file is also a great way to organize documents. Tip #2: Manage Your Papers.

Filing 100

Filing Calendars Suppliers Email 100

Productivity Bits

FEBRUARY 10, 2011

The phone comes with 2GB microSD (capacity is up to 32GB) which makes it a decent storage device for documents and other files. The Calendar app is slick. With that in mind, I installed the following FREE applications just to extend the capacity of the phone just a little bit: BeamExplorer File Manager.

Filing 100

Filing Calendars Phones 2011 100

Practically Perfect PA

MAY 28, 2012

Confidential electronic documents (anything that is visible on your computer screen). In addition to this you also see all of the attachments that have been sent to your manager and all of the documents they are working on as well. I would suggest the following: Confidential electronic documents. b) Encrypt any attached files.

Gossip 100

Gossip Filing Email Calendars 100

Step It Up VA Coaching

MARCH 24, 2011

A good place to start is to streamline your files and documents. Clean out your file cabinet. Put old client files into storage and only keep active files in your immediate office area. File or toss that pile of papers into your newly streamlined filing system. Clean up electronic files and documents.

Filing 100

Filing Business Cards Fax AT&T 100

The Office Professionals Place

JUNE 7, 2010

If my files were lost, how could I do my job effectively? Backup electronic files. Most businesses have an IT department that may take care ensuring that your files can be accessible if your computer crashed. But what if the IT department couldn’t access those files either? Organize paper files.

Filing 100

Filing Administrative Professionals 2010 IAAP 100

BMT Office Administration

NOVEMBER 16, 2022

While individuals have until April 18, 2023, to file their personal income taxes, businesses have to start thinking about tax requirements a bit sooner. If you’re not quite sure about the differences between a 1099 and a W-2, keep reading to learn which form to send and how to fill out and file them. Form W-2 filing requirements.

Payroll 52

Payroll Forms Filing Expenses 52

Ian's Messy Desk

APRIL 24, 2014

File away completed projects, and do an assessment of what you really need to keep. Determine if you can digitize any of your printed documents. Here are three ways to do this every day of the week: Keep your workspace clean and organized. Clear all the clutter around your desk. Put work in progress neatly in one location.

Stress 100

Stress Keyboards Ergonomics Suppliers 100

BMT Office Administration

MAY 30, 2022

It asks for information such as the employee’s filing tax status, extra withholding preferences, and more. An I-9 form is a very important piece of compliance documentation. The purpose of this form is to verify a hire’s eligibility to work and their identifying documents. Report new hires to the state. Employee’s name.

Payroll 52

Payroll Forms Agencies Legal 52

Virtual Moxie

JANUARY 12, 2016

When it comes to managing your time and being more productive, the ONLY way to do that efficiently and effectively is by using a tool that addresses time and dates—that’s a calendar. You cannot manage your time with some things on your calendar, and some things on a paper list. A calendar. It’s freedom in one small package.

2016 100

2016 Calendars Facebook Email 100

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. For example, answering phones, taking messages, purchasing office equipment, working with relevant software and filing paperwork.

Management 52

Management Payroll Fax Suppliers 52

Practically Perfect PA

MARCH 10, 2014

Calendars are not just for appointments. Archive and search rather than file. I read that phrase recently and thought archiving and searching is exactly what assistants do these days rather than filing. I might well remember to print it off before 4pm but at least I’ve got something to remind me in case I forget.

AT&T 100

AT&T Calendars Keyboards Email 100

Practically Perfect PA

NOVEMBER 4, 2011

I also have a quick check over my emails and calendar for the day, I do have a few meetings today that I also need to attend. Spend time reading through some of the emails I’ve filed over the last week, including LinkedIn updates and other networking emails. Filed under: Motivation. 1630 – Another meeting to attend.

Email 100

Email Filing Networking Training 100

The Office Professionals Place

AUGUST 13, 2009

You have to be able to create a PowerPoint presentation, merge a document in Word, or create a report in Excel. Always proofread a document prior to sending it, good proofreading includes printing the document for review. Utilize spell check and review the document for grammar errors. Need a filing system?

IAAP 100

IAAP Filing Administrative Professionals Skills 100

Stephanie LH Calahan

DECEMBER 13, 2010

Clean Out Your Files It’s easy for your cabinets and folders to become overstuffed with outdated paperwork, so it’s important that you take time once a year to purge the old and make room for the new. Start with your reference, client, and financial files. When January 1 hits, you should be able to file any new document in seconds!

2011 100

2011 Filing Networking Phones 100

Ian's Messy Desk

MAY 26, 2010

Files can be kept in open piles on a desk or in folders, according to your style. Use the RAFT template: refer it, act on it, file it or toss it. File it, if necessary. Eighty percent of filed papers are never looked at again. Record meeting information on your calendar, then toss the memo. Act on it immediately.

Management 100

Management Filing Ergonomics Health 100

The Office Professionals Place

JANUARY 21, 2010

Now Google can help you do things like…… Google Docs – Create and share your online documents, presentations and spreadsheets Google Voice - Don’t have time to listen to voicemails? Log Files As with most other websites, we collect and use the data contained in log files.

Google 100

Google Google Docs Filing IAAP 100

Practically Perfect PA

JUNE 19, 2012

I keep one good pen, preferably a fountain pen, for signing documents and a red pen for ticking things off my to-do list. Calendar – For quick reference I have a one sheet per day calendar block on my desk. Files – see my previous blog on my filing system. Eraser – for correcting mistakes.

Staples 100

Staples Equipment Doodle Keyboards 100