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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. In Microsoft Office, categories carry across email, tasks, and calendar. When I see a red block on my calendar, I know it’s a speaking event.

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Time management tools to help you get ahead at work

BMT Office Administration

For example, CRMs can often streamline the process of sending outreach emails or follow-ups by automating the process or providing email templates. Project tracking is also great if you are in an industry such as legal or consulting where you need to track billable hours. Calendar blocking.

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The Ultimate Executive Assistant Toolbox

Worxbee

Each card can represent a deliverable, task, or piece of a process. It includes things like calendar integrations, a habit-tracking tool, and even a pomodoro timer for getting through your work. Consider what is happening in the industry, with competitors, and more broadly, in technology and legal matters that can affect the business.

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Essential Systems for Entrepreneurs

Jen Lawrence

There’s a lot to consider – legal concerns, tracking financials, and getting all the work done. Email, Calendar, Task Management, Document Management, Password Database. CRM, Client Experience Processes, Records Management. In the beginning, we all start out doing the best we can. Operational. Client Management.

Legal 52
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Essential Systems for Entrepreneurs

Jen Lawrence

There’s a lot to consider – legal concerns, tracking financials, and getting all the work done. Email, Calendar, Task Management, Document Management, Password Database. CRM, Client Experience Processes, Records Management. In the beginning, we all start out doing the best we can. Operational. Client Management.

Legal 52
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Administrative Assistant vs. Executive Assistant: What’s the Difference?

Eat Your Career

For example: Legal Assistant, Marketing Assistant, Project Coordinator, Program Administrator, Training Coordinator, Event Coordinator, etc. For those admins specializing in supporting specific business functions, their titles may reflect this.

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The Admin’s Guide to Organizing Digital Files

Office Dynamics

You may have categories such as: Accounting, Legal, Marketing, Operations, Projects, Executive A, Executive B, Personal, etc. Once your digital filing cabinet is setup and ready for use, take a look at your current list of files and begin the organizing process. Your digital files will likely need to follow suit.

Filing 100