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No matter what type of home business you may be running, storing files and information are part of the package. That used to mean digging through cluttered desktops, searching for lost USB drives, and the frustrations of figuring out how to share files. These days you don’t need clunky file cabinets anymore. Don’t panic!
Home About Me Advertise 7 Steps to Improve Your FilingSystem By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filingsystem? If you really do have to put a lot of files in a folder, place a rubber band around the folder.
One of the most popular excuses many businesses give for needing ‘in office’ personnel is access to files. Some businesses have whole rooms full of metal filing cabinets. Within those metal behemoths are file folders stuffed with paperwork that may or may not be needed in the daily running of the business.
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.
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.
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.
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?
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.
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.
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 ?
The Bring-Forward System (or sometimes referred to as a BF system) might be an old term for the younger assistant, but the principle is similar to using your Tasks in Outlook: You need to have some sort of system to bring forward items that need to be handled at a future date.
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?
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.
Choosing the right tool might mean selecting the best fax machine , which refers to choosing optimum working capacity for your work flow. One of the most revolutionary tools by IFTTT is Applets, which has the ability to perform numerous tasks across several operating systems and apps.
Poor Management System Do you feel as though your company does not value you as an employee? or a Poor Management System is condition that embodies many companies due to economic times, change in company practices, and company personnel. Log Files As with most other websites, we collect and use the data contained in log files.
Finding the right CRM software/system -- like many purchases we make for our business -- is not always simple and I'm sure that I can't solve this question in one blog post. All of the contact information that you want is in one place - emails, faxes, appts, tasks, file attachments. 2 - Contact Entry. .
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. What reminder systems do you use? Today, I'll share a few that my friends and clients like.
It is now time to put things in order and implement a system that will keep this space organized until spring 2012 and beyond. File and organize: Once you’ve decided on what papers you will keep, set up a filingsystem that will be easy for you to follow. “Go Through Your Files and Purge Them!
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. However, you cannot just create these files – you need to back them up.
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? Fax Machine- At this point, everyone should be capable of sending attachments via email. Replace those antique computers and computer systems. Bonus Replacements. Are you still running Windows XP?
By The Professional Assistant on Tuesday, September 23, 2008 Filed Under: Prioritize , Productivity D o you need extra help with your workload ? Do you feel overwhelmed by the number of tasks that keep getting piled on your desk like a never ending mountain of files? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Instead use one of these options: 1. ” at [link].
We do a lot of work with different clients to help them develop systems that allow them to be paperless. Start with something like electronic faxes. We use a service that allows a person to fax to a phone number, but rather than a physical fax coming out on our end, it lands in our email in-boxes.
Home About Me Advertise 4 Easy Steps to Finding Old E-mails By The Professional Assistant on Thursday, December 13, 2007 Filed Under: MS-Outlook , Organize , Productivity , System Security D o you have trouble sifting through hundreds or even thousands of e-mails ? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
Beyond that expense you’ll also save money on not buying printers, copiers, fax machines (and fax lines) and a boatload of toner. It’s important to note, though, that when your office does go paperless you will have to find someplace to store your files. Obviously you won’t need to buy paper anymore. photo by: FutUndBeidl.
Home About Me Advertise Cover Your Tracks: E-mail Archiving By The Professional Assistant on Friday, September 05, 2008 Filed Under: MS-Outlook , Organize , Productivity , System Security D o you back up your e-mails in Microsoft Outlook ? Then a new person comes in, taking over the work and wonders why they cant find the old file.
Home About Me Advertise Prioritization: A Colorful Outlook By The Professional Assistant on Thursday, July 24, 2008 Filed Under: MS-Outlook , Organize , Prioritize , Productivity D o you receive quite a bit of e-mail in your Inbox each day, but have trouble prioritizing them? Then I have my faxes set up as green.
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.
Home About Me Advertise How to Copy Tables from Word to Powerpoint By The Professional Assistant on Thursday, August 30, 2007 Filed Under: MS-Excel , MS-PowerPoint , MS-Word P eople often ask me, "How do you copy a table from Word into Powerpoint?" Open Powerpoint and click on File, then select New, then Blank Presentation.
Home About Me Advertise Copying Pictures To and From Microsoft Word By The Professional Assistant on Monday, January 28, 2008 Filed Under: MS-Word , Productivity H ave you ever wondered how to copy pictures from and to Microsoft Word ? Click Insert, Picture, From File. Recently, someone asked me how this is done.
Sunday, August 22, 2010 Miscommunication, Misfiled, and Misplaced = Misrepresentation A work day consists of filing, answering phones, greeting visitors, and a host of communication efforts with coworkers, supervisors, and customers, plus other duties and responsibilities that can get overwhelming. Lets grow together!
Home About Me Advertise Resizing Pictures in Microsoft Word By The Professional Assistant on Tuesday, February 12, 2008 Filed Under: MS-Word Y our boss comes up to you and asks you to take a look at an e-mail that he/she just sent you. You notice that there is a picture within the file and your boss asks you to resize it.
CRM) Video Tutorials By The Professional Assistant on Wednesday, October 29, 2008 Filed Under: Productivity A re you using ACT! Did your boss just decide to install it on his/her system and yours then told you, "Read the manual, were going to be using this from now on"? Believe it or not, this was quite an easy system to learn.
By The Professional Assistant on Monday, December 03, 2007 Filed Under: MS-Outlook , Organize , Prioritize , Productivity A re you falling behind on your follow-ups? If you use a filingsystem for your to-dos, create folders numbered from 1 - 31. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
By The Professional Assistant on Thursday, January 10, 2008 Filed Under: Client Service , Networking , Productivity A re you stuck at home because youre sick? You can connect to all network drives, network printers, even your own files. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work? Work from Home!
Home About Me Advertise Using Microsoft Office E-mail Templates By The Professional Assistant on Friday, February 08, 2008 Filed Under: MS-Outlook , Organize , Productivity D o you wite reccurring e-mails on a regular basis? On the File menu, point to New , then click Mail Message. On the File menu, click Save As.
By The Professional Assistant on Tuesday, October 21, 2008 Filed Under: Productivity A re you the person that purchases stationary and other items for your department? There are some companies that, unfortunately, don’t allow for purchases such as stationary , fax machines , toner , etc.
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.
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? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
Home About Me Advertise Blogging Here and There By The Professional Assistant on Friday, December 28, 2007 Filed Under: Organize , Prioritize , Productivity A s you may have noticed, I havent been blogging on a daily basis for about 2 weeks now. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
By The Professional Assistant on Monday, December 31, 2007 Filed Under: Meetings , Office Gossip , Productivity A re your co-workers annoying you at work by talking to loudly? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work? Home About Me Advertise Co-Workers Annoying You?
Home About Me Advertise Sorting Tables in Microsoft Word By The Professional Assistant on Wednesday, January 23, 2008 Filed Under: MS-Word , Productivity H ave you ever wondered or tried to sort a table within Microsoft Word ? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
By The Professional Assistant on Thursday, February 21, 2008 Filed Under: Client Service , Meetings , Productivity Y ou’re walking around the office and someone comes up to you, asking for a pen. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work? Home About Me Advertise Do You Have a Pen?
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