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More OneNote Must-Knows: History, Search, and Template Creation

All Things Admin

Create a page in OneNote or insert a file from Word that you want to use as your standard template for various needs throughout the notebook. procedures, meeting minutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. Here’s how you create one.

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Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. As long as the end product looks good, at times we have to be creative to get there.

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Oh where or where is my password?

Laughing all the Way to Work

I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Servers are usually backed up daily, so your file will likely be restored. However, you probably want to password protect file.

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Grrr! moments

Laughing all the Way to Work

At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As. 23, 1 p.m. (for

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When you need it later: The Bring-Forward System

Laughing all the Way to Work

Tried and True Method: I set up 12 hanging file folders labelled January through to December. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. The system I use is quite simple and has been around for a long time. Thats great!

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12 Days of Christmas Webinar: The Organized Admin with Julie Perrine

Office Dynamics

Webinar Resources & Downloads. Paper and Digital Files. Meetings/Events. Travel Planning. Filing – paper and digital. Travel Planning. Event/Meeting Planning. The procedures all combine to create your travel planning system. Additional Webinar Resources to Help You Get Organized.

Travel 100
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Working for the Disorganized.

Laughing all the Way to Work

Remind them verbally as well when you meet with them. Keep an organized filing system and file list. If your boss tends to misplace things when they get it, make an extra copy for your file before giving it to them. You will be the one they go to if they want something. would versus could You are what you read.