Office Organization Success

DECEMBER 15, 2012

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Don’t EVER send sensitive financial data via email – even if it is split across two emails. Sending info via email is like sending a postcard via mail.

Credit Card 100

Credit Card Dropbox Fax Filing 100

Practically Perfect PA

OCTOBER 5, 2017

With cloud technology, the increased use of email and other electronic forms of communication (Slack, Whatsapp, Facebook Messenger, etc. we have to be even more aware of how we deal with confidential and information that is discussed and communicated through technological channels. b) Encrypt any attached files.

Google Docs 193

Google Docs Filing Phones Email 193

Ian's Messy Desk

FEBRUARY 16, 2012

Why is it that when it comes to emails, there are no accepted standards? Even though 6 billion emails are sent every day, almost no one agrees about simple things like email etiquette, how to organize a note, or whether emails are considered private or not. Do not send excessively long emails if at all possible.

Email 100

Email Etiquette Filing Forms 100

Eat Your Career

MARCH 21, 2022

You’re able to really capture information and process it, rather than simply letting it go “in one ear and out the other.” If I happen to be away from my desk when something comes up that should be added to my journal, I often take a digital note in the form of an email or a text message to myself. Be sure to keep it safe.

Confidence 334

Confidence Filing Travel Stress 334

Office Organization Success

FEBRUARY 26, 2010

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. For most business owners there will be a physical client file that you’ll need to create. Physical: Create a Client Contact Sheet.

Filing 100

Filing Staples Fax Email 100

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 your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

Filing 98

Filing Legal Budget Policies 98

Office Dynamics

JULY 10, 2018

Include as much information as possible; date range, project specific tasks, coworkers involved and try to include how that project tied into the company’s mission. Keep the file on your desktop or easily accessible. Create email templates for responses to most frequently asked questions to save time.

Goals 202

Goals Stress Filing Email 202

Productivity Bits

AUGUST 11, 2010

Information Security is one of the top priorities of any company that deals with data. The company’s accumulated data – that includes documents, emails, voice messages, and all other forms of data – is a big portion of their assets. Information Security, therefore, is a serious business. Your email will remain private.

2011 100

2011 Email Copyright Filing 100

On The Job

SEPTEMBER 28, 2020

When working remotely, this person will often be the one on the Zoom call who has the final word, or the person who writes the final email that resolves a problem. That way, when you need to know something more specific, you can frame it as: "I read the company handbook on how to file this paperwork, but it didn't mention this specific form.

Email 137

Email Filing Google Stress 137

BMT Office Administration

OCTOBER 4, 2022

The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes.

Filing 52

Filing 2020 Suppliers Social Media 52

Practically Perfect PA

NOVEMBER 28, 2012

I got back from my holiday last week to discover over 200 emails for me to read, delete, action and generally sort through (I’d only been away for 4 days and that included the weekend)! I hate, hate, hate having a cluttered email inbox and always have a slight panic when I have more than 10 emails in there at any one time!

Email 100

Email AT&T Equipment Phones 100

Professional Assistant Blog

NOVEMBER 5, 2008

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

Filing 100

Filing 2008 Cubicle 2007 100

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

Stephanie LH Calahan

FEBRUARY 18, 2011

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    Still others get completely overwhelmed with the information drowning their in-boxes on a daily basis. 

Email 100

Email Management Filing Monster 100

The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

Phones 100

Phones Email Filing IAAP 100

BMT Office Administration

MAY 31, 2022

Such a management system utilizes information technology to organize and store records in electronic form. Electronic information management eliminates guesswork by providing systematic storage, maintenance, and disposition of records. An ERM system enables people to find the right information when they need it.

Management 52

Management Legal Policies Filing 52

All Things Admin

JUNE 23, 2021

A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Use numbers for ordered lists and bullets for information. Email template for circulating date/time options. Travel planning.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

Denise Aday

AUGUST 24, 2015

You’ve already made your signup offer enticing enough for someone to submit their email address (and perhaps more). The default copy provided by MailChimp and other email service providers for setting up our signup pages and messages is the bare minimum — a good guideline and starting point. Typically include instructions about….

Filing 40

Filing Email PDF Social Media 40

Denise Aday

AUGUST 24, 2015

You’ve already made your signup offer enticing enough for someone to submit their email address (and perhaps more). The default copy provided by MailChimp and other email service providers for setting up our signup pages and messages is the bare minimum — a good guideline and starting point. Typically include instructions about….

Filing 40

Filing Email PDF Social Media 40

BMT Office Administration

AUGUST 8, 2022

Keep copies of your filed tax returns permanently. Never dispose of a current employee’s Form I-9; you must keep it for as long as the employee works for you, and for a certain amount of time after they stop working for you. Only when an employee stops working for you should you calculate how much longer you must keep their Form I-9.

Policies 105

Policies Legal Forms Agencies 105

BMT Office Administration

DECEMBER 13, 2022

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, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. Monday.com docs and forms. These include: Creative request forms.

Management 52

Management Project Management Forms Calendars 52

Clutter Coach

NOVEMBER 17, 2014

I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today. Information is only useful when you can get at it. Just having all that information is not the same as being able to use it. Be careful about filing too much. old catalogs.

Medical 100

Medical Filing Credit Card Legal 100

Productivityist

DECEMBER 22, 2016

As a result, my email went from around 30 a day to well over 150. I already knew the theories of inbox zero, yet here I was, drowning in email. This made finding a specific email very time consuming. Then I brainstormed how I was going to deal with hundreds of emails a day. I review email twice a day now.

Email 40

Email Keyboards Phones Project Management 40

The Office Professionals Place

FEBRUARY 10, 2010

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Dewoun Hayes at worklifecoach@excite.com for more information. We never sell your personal information to third parties. Contact Ms.

Filing 100

Filing Expenses Purchasing IAAP 100

Small Business CEO

JULY 5, 2019

The newest feats of Salesforce comes in the form of Customer 360. Structuring and streamlining data files, emails, logs, transactions and whatnot, Salesforce Customer 360 presents the ultimate shortcut to nurture every lead in the best way possible.

Filing 55

Filing Forms Email Management 55

The Office Professionals Place

MARCH 4, 2010

Thursday, March 4, 2010 The ‘Bcc’- Friend or Foe On average, we receive over 100 emails per day. Friendly Uses • If your email has a large recipient list, you can use the Bcc to hide email addresses and protect recipients privacy. Dewoun Hayes at worklifecoach@excite.com for more information. Contact Ms.

Filing 100

Filing Credit Card Email IAAP 100

All Things Admin

DECEMBER 18, 2020

I receive a lot of emails from admins who’ve lost their jobs unexpectedly. Go to your human resources department and ask to see your employee file so you can write down all of the job titles, dates, and salary details for each position you’ve held with your current company. Forms and Checklists. It lies within you.”. Procedures.

Cover Letter 98

Cover Letter Resume Business Cards Networking 98

Office Organization Success

MAY 15, 2015

Now all you need to do is get your web site visitors to part with their name and email address so that you can start and build your database of potential clients. Your free taste can take the form of: An e-report. An audio file of, say, one of your teleclasses. But the question is … how do you get them to do this? A tip sheet.

2015 100

2015 Email Gifts Filing 100

The Office Professionals Place

JUNE 7, 2010

I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. If my files were lost, how could I do my job effectively?

Filing 100

Filing Administrative Professionals 2010 IAAP 100

Stephanie LH Calahan

DECEMBER 29, 2010

  I have so many piles and I don't want to file it all."   If your computer files are organized, you will be able to do a search and find what you are looking for quickly. "  Determine what steps you would need to take to get the information again should you need it. 

Credit Card 100

Credit Card Filing Email Networking 100

Stephanie LH Calahan

APRIL 1, 2011

  If you know the information, also write down how and when you will best perform that action.    Action Systems come in a number of different forms.  For a detailed look at how that might work for you, check out the video I did on YouTube a while back - Creating an Action Filing System for the Way You Work. 

Filing 100

Filing Phones AT&T Email 100

Office Organization Success

APRIL 14, 2009

A system simply describes HOW you do something i.e.: How do you create a new client file? Part of the support I provide my clients is to create an online marketing system for them, and in order to do that I have to request initial information from them to set up their online marketing system. What is a system?

Expenses 100

Expenses Filing Email Forms 100

Laughing all the Way to Work

SEPTEMBER 21, 2007

Email is no longer just for personal use, with all our accepted short forms: LOL, U, GB and a co-worker's favourite, OMG! Your company may have a policy on how they want you to address people in external business email. 1 Be Courteous With Email Are you There? Jane Watson of J. Who are you?

Etiquette 100

Etiquette Filing Email 2005 100

The Office Professionals Place

DECEMBER 9, 2009

Form a committee, then within the committee form subcommittees for activities throughout the event. So that means refrain from checking email, or other tasks that are work related, it the holidays.enjoy! Dewoun Hayes at worklifecoach@excite.com for more information. Don’t go it alone. Read a good book. Contact Ms.

Holidays 100

Holidays Stress Gifts Filing 100

Stephanie LH Calahan

MAY 13, 2011

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. It is FREE to use!

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Page Personnel

JANUARY 12, 2023

Sharing job-relevant information and documentation, an itinerary for the first week (at least) and background details on some of the assignments they’ll be taking on can be extremely helpful in easing them into their position. Even a simple welcome email from the team can go a long way. Advertise Your Role With Us

2023 52

2023 Social Media Retirement Salary 52

Stephanie LH Calahan

JANUARY 3, 2011

Work With Stephanie « Listen Live to Stephanie Share Her Story on #WIBRadio on Jan 3 @ 1pm CST | Main | Procrastination, Email, Multi-Tasking, Family Management, Soc Media Backup Etc.   Read, sort and process your email and snail mail daily.    Read, sort and process your email and snail mail daily. 

Filing 100

Filing Medical Finance Health 100