Tips From T. Marie

JANUARY 22, 2013

I’ve had a couple of people mention the fact that my phone number isn’t so easy to find on my Clerical Advantage website. Because I tend to discourage phone calls. It’s not that I don’t communicate by phone, in fact I do coaching calls, client consultations and more via phone.

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Office Organization Success

MARCH 30, 2013

Recently I held a laser consulting call with a client, and she basically came on the phone and said to me, “Tracey, I’m surrounded by paper. If your business is going to succeed, and you’re going to do the work that you love to do, you have to create systems to support you in your business so that you can focus on doing what you love.

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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.

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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 example, anytime Apple changed its operating system or upgraded Siri, her company needed to adapt. “We If it’s answering the phone, you should have a script.

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All Things Admin

JANUARY 10, 2022

There are three zones you need to think about as you clear the clutter and put systems in place for staying organized. Zone 1 is the main workspace at your desk – the center of activity that is within arm’s reach of your computer and phone. Setup your own file-on-the-go station for quick and easy organizing. Clear the clutter.

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BMT Office Administration

OCTOBER 6, 2022

Plan for a lower mandatory e-filing threshold. We don’t yet know whether the IRS will issue final regulations dropping the mandatory e-filing threshold down to 100 or more information returns from 250 or more returns. You can be penalized for filing W-2s, 1099s, and 1095s on which you report incorrect Social Security numbers.

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Professional Assistant Blog

APRIL 1, 2008

Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Do you find that you are being bombarded with updates to the same files time and time again?

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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.

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Laughing all the Way to Work

APRIL 15, 2008

Think of a file as a story about what has happened from beginning to end on a matter. It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. When someone new looks through the file they will see a chronological record of incidents.

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Professional Assistant Blog

OCTOBER 9, 2008

Use A Phone Call Log! By The Professional Assistant on Thursday, October 09, 2008 Filed Under: MS-Excel , Organize , Productivity D o you find that when you receive phone calls or voice mail messages, you cant remember who called, what time they called, who they were trying to call, etc? Home About Me Advertise Who Called?

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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?

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Practically Perfect PA

NOVEMBER 10, 2016

On average, office workers will also be on the ‘phone for a total of two years and three months, making 158,982 calls during their entire career. So, getting organised and implementing policies or a filing system to help life in the office run a little more smoothly could be very worthwhile in the long run.

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Practically Perfect PA

OCTOBER 12, 2017

I am guilty of being an email addict and spending unnecessary amounts of time reading, replying and filing my emails. Instead, archive emails that do not need your attention, answer emails quickly if they do not require too much thought and file emails that need more time for a reply. One area that is my absolute weak spot is email.

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Stephanie LH Calahan

JANUARY 6, 2010

Building a successful long-term profitable business isn't about "marketing" your business, it's about "managing" your business - the marketing comes once you have your management systems in place. So what I'd like to share with you today are my top 5 steps to setting up your core office organization systems.

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Professional Assistant Blog

JANUARY 29, 2008

Home About Me Advertise Closing Shared Files While Away From Desk By The Professional Assistant on Tuesday, January 29, 2008 Filed Under: Productivity D o you share files on a network within your office? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work? I am one of these people.

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Tips From T. Marie

JULY 21, 2016

We’re well into the 21 st century, so why is it that so many business offices are still using outdated office machines and systems? Telephone Systems- Pretty much everyone carries a cell phone these days, so why cling to an old-fashioned phone system in the office? Bonus Replacements.

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Stephanie LH Calahan

JANUARY 17, 2011

5 Steps to Meal Planning Success | Main | Productivity and Organization Link Lineup » 10 Reminder Systems for You To Consider Do you have difficulty remembering important dates?  Great reminder system.   Access your calendar from your phone using its built-in calendar or mobile browser.

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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? Or have you played the popular “phone tag&# game?

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All Things Admin

JANUARY 10, 2022

There are three zones you need to think about as you clear the clutter and put systems in place for staying organized. Zone 1 is the main workspace at your desk – the center of activity that is within arm’s reach of your computer and phone. Setup your own file-on-the-go station for quick and easy organizing. Clear the clutter.

Filing 52

Filing Mentoring Administrative Professionals 2021 52

Eat Your Career

OCTOBER 23, 2013

It pains me to announce that my grand experiment with using electronic time management systems has officially come to an end (sort of). In fact, I’m going to give you a complete overview of my brand new time management system. I moved to electronic systems after I lost my paper planner on an airplane in 2010.

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Professional Assistant Blog

JANUARY 7, 2008

Home About Me Advertise Trying to Phone/Fax Internationally? By The Professional Assistant on Monday, January 07, 2008 Filed Under: Client Service , Productivity D o you have trouble figuring out how to call a client or even a colleague in another country? Then you just enter the phone or fax number in the third section.

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Professional Assistant Blog

JANUARY 9, 2008

Home About Me Advertise Opening Microsoft Office 2007 Files in Microsoft Office XP By The Professional Assistant on Wednesday, January 09, 2008 Filed Under: Client Service , MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Productivity I recently had a vendor send us an Excel spreadsheet that he created in Microsoft Word 2007 format.

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Office Organization Success

NOVEMBER 3, 2014

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. In your main client folder.

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Clutter Coach

DECEMBER 15, 2017

Do some filing. Get that pile off your desk and into the file drawer. Note: this works best if you have a good filing system, meaning one that isn’t overstuffed and that you can find things quickly in. Again, it works best with a good filing system. How about some scanning? Out they go.

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Professional Assistant Blog

JANUARY 17, 2008

Home About Me Advertise Copying Tables, Pictures or Text in PDF Files to Other Sources By The Professional Assistant on Thursday, January 17, 2008 Filed Under: MS-Excel , MS-PowerPoint , MS-Word , Productivity D id your boss just ask you to copy a table, picture or text to another source of software, such as Microsoft Excel or Word ?

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BMT Office Administration

OCTOBER 4, 2022

Yet, the COVID-19 pandemic of 2020 threw a wrench into this tried and true system for most companies. An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Time tracking and file tracking. File tracking uses and benefits.

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All Things Admin

JANUARY 11, 2023

A stray file, an errant stapler, or even a visible office supply organizer can put them off their game. Minimalists will thrive by creating a clear, uncomplicated organizing system, accepting the fact that they can’t control the way other people manage their personal items, and analyzing what causes them to purge unnecessarily.

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Professional Assistant Blog

SEPTEMBER 24, 2007

Home About Me Advertise Why Lock Your System at Work? By The Professional Assistant on Monday, September 24, 2007 Filed Under: System Security D o you feel that your colleagues might do something through your computer? and then our computers automatically lock, which is a good back-up system.

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All Things Admin

FEBRUARY 27, 2024

You might be using a new phone system or dealing with new project management software. Tools of the Trade Familiarize them with the essential programs and platforms used by the company (project management, file management, internal communications, virtual meeting platforms, etc.), With a Powerful Professional Portfolio.

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Office Dynamics

APRIL 20, 2017

Chat by phone or video conferencing, record meetings, and share screens to keep each other up to date, even if you’re continents apart! 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?

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All Things Admin

MARCH 9, 2022

When I combined the information on adult ADHD with what I’ve learned in treating my generalized anxiety disorder, and my Time and Space Style Inventory (TSSI) results, it helped me create some better systems for managing my work environment for improved focus and productivity. Creating detailed checklists on paper and in OneNote.

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Office Dynamics

JUNE 28, 2016

As a business owner, you’ll want to check in with your remote workers on a pretty regular basis, either through scheduled phone calls or with email updates. Remote workers can also access work files from any device that has an internet connection. Set Clear Expectations. Remote work is a win-win for employers and employees.

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Laughing all the Way to Work

MARCH 15, 2009

.© Copyright Patricia Robb 2010 15 March, 2009 When you need it later: The Bring-Forward System My boss likes me to keep him organized and the way I do that is to have a system to bring forward items, which I then bring to his attention when he needs to see it. The system I use is quite simple and has been around for a long time.

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All Things Admin

FEBRUARY 20, 2023

Gone are the days when filing, phone skills, and semi-legible shorthand were key requirements for an admin job. Updated February 20, 2023 If an administrative professional from the 1950s happened to be magically transported to today’s office, they’d be in for quite a shock!

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Productivityist

SEPTEMBER 20, 2021

Fortunately, there are numerous excellent and intuitive apps available for almost all phones using iOS and Android. Many apps are also available as desktop or web programs for Linux and Windows operating systems. Systems: Web Browsers. Systems: Windows, Mac, iOS, Android, Web Browsers. Systems: Windows, Mac, iOS, Android.

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Office Organization Success

DECEMBER 15, 2012

Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Use a self-destruct website to send sensitive information. I had to send my credit card information to a vendor and this is the service they used a service called One Share.

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Productivity Bits

FEBRUARY 10, 2011

I recently upgraded my GTD Toolkit with the upgrade of my phone to the BlackBerry Bold 9780 with RIM’s latest OS BlackBerry version 6.0 (my my old phone was Nokia E71 ). I think this is a great phone and I have no complaints so far. The performance of the phone and its battery capacity are excellent.

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