Ask the Admin: Records Retention
I got this e-mail from Kelly: What is the business standard for the length of time to keep meeting minutes? Thanks for your question, Kelly. You didn’t specify what type of minutes you need to keep. How long you retain meeting minutes will depend on the type of meetings you are referring to. Most record [...]
Ask the Admin: Managing E-mail for the Boss
This question came from Jody: Did you get any feedback on how assistants typically work with their boss’ email? My boss has never had anyone help him with his vast quantities of email and I am wondering where to look for best practices. I did not get any comments on the post I previously wrote [...]
Setting Up A Filing System Part 5: More on Naming Computer Files
I talked about naming computer files in Part 4 of Setting Up a Filing System, but I mostly talked about Windows file naming conventions. In comments, Layne made another suggestion: I would like to suggest in your series on “How To” set up a filing system electronically if you would include a write up on [...]
Ask the Admin: Advice on Calendar and Travel
Ask the Admin: Where to learn travel arrangements and calendaring.
Ask the Admin: Outlook Appointment Properties
We have another question today, this one from Sheila. Hi Jodith Is there a way in Microsoft outlook if you right click on properties for an appointment that you can see who created the appointment and when it was last edited and by whom? If there is a way to do that I would create [...]
Ask the Admin: Measurable Goals for Assistants
This question comes from Keira: My boss has recently asked me to write a set of measurable goals for her based on my responsibilities but I’m not sure how to go about it – how can I measure what I do on a daily basis (answer phones, field emails/calls, event management/planning) etc? It’s often difficult [...]
Ask the Admin: Recurring Hourly Tasks in Outlook
I had a request from a reader about setting up recurring tasks in Outlook on an hourly basis. I know of only two options, both of which are workarounds. After doing some Google searches, I haven’t found anything else better, though. Use the Snooze Button The first option is to set a daily recurring task [...]
Ask the Admin: Becoming a Virtual Assistant
I received this e-mail from Andrea: On my personal day off, I’ve been thinking about leaving my cubicle assistant job–where I’m basically working as assistant for a bank via a real-estate holding company–and making it a start-up business for myself. I want to become a virtual admin assistant with an added value of research assistant [...]
Ask the Admin – What More Do I Need?
I received this e-mail from Kathy: I have a AA in Business Administration with a concentration in management, a bookkeeping diploma and a administrative assistant diploma and I still have a hard time getting an administrative assistant job. As for experience I would say i have the bear minimum because of where I live. What [...]
Ask the Admin: Staying in Touch While Traveling
Lisa sent me the following e-mail: Do you have any tips or advice for communicating daily, weekly or priority items when traveling for weeks at a time. Thanks for your e-mail, Lisa. As it happens, I worked for 3 years for one boss who traveled almost 50% of his time, so I learned a great [...]
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