Clutter Coach

JANUARY 19, 2016

Dave: No, I have all the files on my computer, the templates and stuff. Me: What if you just keep one copy in your archive files? How about filing it with other documents from the spring conference? They need to be tossed out or filed away. We just, uh, keep them. The extras. How would that be? That makes sense.

Learning 100

Learning PDF Filing 2012 100

Allwork

JUNE 30, 2023

While the dust from the 2023 tax filing season has long since settled, if you are a freelance worker, independent contractor , or digital nomad, now isn’t the time to forget about your taxes. While celebrating U.S. Part of that process starts with taking notes on how you work, for how many hours, and from where.

Legal 264

Legal Expenses Filing Lifestyle 264

BMT Office Administration

JUNE 22, 2022

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. The key benefits of electronic record-keeping include: Easier file sharing.

Filing 98

Filing Legal Budget Policies 98

Eat Your Career

MARCH 21, 2022

I’m a big fan of documentation, especially in the workplace. Documentation certainly helps with this! No one wants to end up in such a situation, but should it happen, your work journal provides documentation to support you. It’s no surprise then that I recommend everyone keep a work journal. Be sure to keep it safe.

Confidence 334

Confidence Filing Travel Stress 334

Eat Your Career

FEBRUARY 21, 2023

When someone is certified, it means they’ve not only demonstrated competence in the relevant material; they’ve also participated in continued learning to stay up-to-date on the topics. Once you earn your degree, you have no obligation to continue learning in that field. Some certifications accept a wide variety of learning activities.

ASAP 147

ASAP Training Learning Agenda 147

Office Dynamics

SEPTEMBER 12, 2019

Asks: I’m finally getting around to creating my Administrative Professional Protocol Manual but I’m not sure if it should print everything out in a 3 ring binder (using dividers), using a One Note document, having it electronically in an online file or all of the above. What do most administrative professionals prefer?

Administrative Professionals 182

Administrative Professionals Filing Training Learning 182

Stephanie LH Calahan

FEBRUARY 7, 2013

  Creating a PDF file (one that can be read easily regardless of the computer it is being opened on) used to be cumbersome. You either needed to purchase expensive software or have a graphics person create the file for you. The other day my client asked me how to create a PDF file. "  ~Meggin McIntosh.

PDF 100

PDF Filing Microsoft Word Expenses 100

Laughing all the Way to Work

OCTOBER 27, 2018

The problem is it is now filed in the back burner of my mind. I document everything and that is how I keep track. So I document that as well. If I am waiting to hear back from someone, that is documented as well. I file it by YYYY-MM-DD. This way, it always files chronologically.

Filing 182

Filing Calendars 2018 Email 182

All Things Admin

FEBRUARY 27, 2024

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.

Training 52

Training Policies Mentoring Project Management 52

Office Dynamics

APRIL 18, 2019

Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place. Learn to delegate.

Skills 223

Skills Filing Administrative Professionals Travel 223

Success

MAY 15, 2023

Keep reading to learn about the different types of life insurance policies, how to determine if you need to buy it, and how much your policy should be worth. Store the policy documents securely, along with the rest of your estate plan and financial details, in a fireproof file box or other safe place. What is life insurance?

Policies 252

Policies Salary Expenses Purchasing 252

Success

APRIL 12, 2022

Multiple users can be inside a document or spreadsheet and actively making changes or leaving comments at the same time. If you’re ready to submit to the authority of the AI and machine learning models that will one day sign all of our paychecks, you’ll love LiquidPlanner. Basic team features from Mural will run your team around $9.99

Collaborate 326

Collaborate Google Docs Google 2022 326

All Things Admin

JANUARY 10, 2024

A handwritten procedure is still a documented procedure. Once you have your template, print out several blank copies, punch three holes in each page, and keep them in a file folder within reach of your workspace. But it doesn’t have to be! These seven tips will help you to create an easy-to-understand set of procedures in no time!

Administrative Professionals 94

Administrative Professionals 2024 Mentoring Training 94

Eat Your Career

NOVEMBER 12, 2019

Learn more and sign up here.) Then, document your ideas and the value they would contribute in a formal business case. Go through old computer files and archive or delete anything that’s no longer needed. It’s also a good time to review your filing structure. Create/update procedural documentation.

Mentoring 197

Mentoring Networking Filing Training 197

Office Dynamics

MAY 23, 2019

I prepare files with the documentation he will need for the meetings and leave on his desk. Want to learn more about Ask an Admin and how to submit your own question? The other Chief, older, but very organized and uses online calendars and his phone as well. I set reminders on my cell and Google Calendar. What should Carrie do?

Management 167

Management Calendars Administrative Professionals Google 167

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

All Things Admin

JUNE 15, 2023

So if you have travel planning experience, you need to document it! The following are some examples of how to document your travel planning abilities in your professional portfolio. I could upload the three documents as three separate work samples. Work Sample: My Travel Planning System I love to travel!

Travel 52

Travel Administrative Professionals Mentoring PDF 52

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. Learn more by using the guides. Backup and store your files via a cloud service. Files will be accessible from any device you have installed the app on. Cloud Storage.

Dropbox 100

Dropbox PDF Filing Google 100

LEADERASSISTANT.COM

NOVEMBER 22, 2023

Well, today I found an email I wrote to myself in March 2020 where I documented the idea of writing this list of tools, so I figured it’s time. It’s a simple tool to learn, and does the job, and it comes with Mac computers, so it’s a no brainer for me.

Email 85

Email Filing Purchasing 2016 85

Office Dynamics

APRIL 20, 2017

This smart app even “learns” your schedule and adapts to your busy and available times. Cloud-Based File Storage: Tired of attaching documents to emails and relying on track changes to keep up with multiple people editing the same files? If you’d like to learn more about our Blog-A-Thon you can do so here.

Time Zones 223

Time Zones Administrative Professionals Basecamp Business Cards 223

All Things Admin

MAY 5, 2021

Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.

2016 52

2016 Training PowerPoint Meeting Minutes 52

Laughing all the Way to Work

MAY 6, 2008

I did however come up with 20 things that I have learned from my mistakes over the years, both at the office and personally.

Learning 100

Learning Filing Travel UPS 100

Success

JUNE 19, 2022

While you’re certainly capable of answering the telephone, filing and ordering supplies, why waste your time on drudgery that almost anyone could do? For this reason, Hecht recommends spending some time documenting exactly, step by step, how you do things. Some tasks are easy to do but also easy to hand off.

Elance 290

Elance Suppliers Mentoring Payroll 290

Office Dynamics

JANUARY 26, 2016

But if you’re willing to learn a person’s preferences, and not foist your own on him or her, you can help this person develop systems to stay organized by following these tips. Learn their Style Preference. Good systems are documentable, so you start by writing down the process required to accomplish the task at hand.

Filing 100

Filing Mentoring 2016 Administrative Professionals 100

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. She is living it up.

Calendars 325

Calendars Administrative Professionals PowerPoint Skills 325

Allwork

NOVEMBER 28, 2022

Even if an employee doesn’t file a claim but is merely alleging age discrimination, HR and legal will likely investigate the allegation as a best practice. Consistently asking every employee once a year, “How do you want to learn, grow and develop in the next 12 months?”

Retirement 246

Retirement Legal 2003 2021 246

Office Dynamics

APRIL 20, 2016

But if you’re willing to learn a person’s preferences, and not foist your own on him or her, you can help this person develop systems to stay organized by following these tips. Learn their Style Preference. Good systems are documentable, so you start by writing down the process required to accomplish the task at hand.

Filing 100

Filing Administrative Professionals 2016 Mentoring 100

Success

NOVEMBER 17, 2021

In a world of Google Docs and learning Zoom etiquette , pen-and-paper to-do lists leave a lot to be desired. Diverse integrations with other workflow apps, task management, internal documents, real-time chat and around-the-clock live support make ClickUp a contender in any battle for best productivity app. Trustpilot : 4.3

2022 351

2022 Basecamp Google Google Docs 351

Laughing all the Way to Work

DECEMBER 30, 2015

I had a lot of trigger dates I needed to remember such as when to file a statement of defence after receiving a statement of claim, or putting in a reminder when the mandatory mediation kicked in. Colour coded file folders also became very important. I also use a stackable file tray and put folders in for the two meetings I organize.

Filing 100

Filing Travel Time Zones International 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. Monday.com also features no-code automation, a document editor, and the ability to attach any file type to a project. An advantage Monday.com has over Trello is its built-in document editor.

Management 52

Management Project Management Forms Calendars 52

Success

OCTOBER 7, 2021

Today, those benefits are scientifically documented. Are you ready to learn self-love and build your meditation acumen through both guided and unguided sessions? Balances then chooses a daily meditation from hundreds of audio files suited to your current needs. Stars App Store – 4.3 Stars Google Play Free trial, $69.99

2021 280

2021 Google Health Stress 280

The Office Professionals Place

JUNE 8, 2010

Tuesday, June 8, 2010 10 Lessons Office Professionals Can Learn from Phil Jackson Phil Jackson, current coach of the Los Angles Lakers, is revered as one of the greatest basketball coaches in history. Here are ten lessons office professionals can learn from Phil Jackson in order to be successful on the “court.&#

Learning 100

Learning 2010 Filing Goals 100

Productivity Bits

OCTOBER 20, 2010

Always back up your files electronically. Normally, folks in an office would back up their essential files by photocopying it and filing it away in an aptly named folder, then placing it into a filing cabinet for archival purposes. Organize your folders by project, client, document or by any other means necessary.

Fax 100

Fax Filing Legal 2011 100

Laughing all the Way to Work

JULY 27, 2008

In both law firms I worked at we called the different files we worked on matters. We generally referred to the file number as the matter number. I now know what they mean: Personal Health Information Protection Act ("PHIPA") and Personal Information Protection and Electronic Documents Act ("PIPEDA"). Thank goodness for Autotext.

Learning 100

Learning Filing Purchasing Health 100

Allwork

DECEMBER 10, 2023

Why you should (or shouldn’t) work with freelancers After learning about Fishkin’s past hiring experiences, we decided to do our own analysis on the subject — comparing full-time marketing employees to outsourced agency and freelance talent. She shares an onboarding document with every new freelancer. “It Develop a file-sharing system.

Management 299

Management 2020 Agencies Project Management 299

Worxbee

OCTOBER 18, 2021

Scheduling their own meetings, booking their own travel and accommodation, filing reports and managing their own inboxes are just some of the tasks that should be filed under “not the best operational use of time.” Make sure this is documented. #3. Additionally, executive assistants very quickly learn a CEO’s preferences.

Expenses 52

Expenses Travel Filing Skills 52

Office Dynamics

AUGUST 10, 2016

Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place. Learn to delegate.

Skills 100

Skills Filing Travel AT&T 100