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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. A couple of places where you’ll want to create individual clients folders are: In your email program.

Filing 100
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Ten tips on preparing board papers

Practically Perfect PA

Constantly chasing people for supporting papers, printing thousands and thousand of pieces of paper only to be told that the documents have been amended, stapling through massive reports – god I hated it. The document should be secured in a safe / password protected file. At least you know they have received it.

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3 Tips for Breaking the Clutter Cycle at Your Desk

Stephanie LH Calahan

Stacks of paperwork are one thing, but when they’re compounded by endless emails, Facebook updates, and text messages, it can become increasingly difficult to focus on the task at hand. A file cabinet can be your most useful accessory. It’s okay to have one folder or basket on top of your desk that’s a ‘Need to File’ bin.

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Answering Reader Mail: 1000 Emails Project

Musings of a High-Level Executive Assistant

So the task at hand is tackling the unread emails and sorting them as follow up, projects, inquiries, factory orders, catalog etc. They want to print them out and organized that way, but there are over a thousand emails. I’m a little concerned that 1000 emails went unattended until you were hired. Any advice would be helpful.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. Digital: Create Client Folders. In your main client folder.

Filing 100
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Interview Questions and Answers for PAs, EAs and Admins Part 6

Practically Perfect PA

He was very self reliant so he didn’t want me to touch his unique filing system. I knew that I could help him so in the first few months of working together I started to print out his email attachments and anything that he might need for an upcoming meeting. Another issue was the different temperatures in each country.

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10 ways assistants can improve their productivity

Practically Perfect PA

I will go back and forth to it; check my emails, answer a phone call, make a coffee or just generally procrastinate. However, I’ve found that I do really know how long things should take and I have managed to meet nearly all of my self imposed deadlines. Set deadlines for completing each task. Take a break. I hated it.

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