Admins’ secrets for tracking assignments — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Business Management Daily

A reader writes on our Admin Pro Forum: “We have tasks assigned to us via email, the phone, in-person, in passing, etc. I carry my notebook and keep it on my desk to jot down assignments and then transfer some tasks to Outlook, but I’m wondering if there is a better, more efficient way to keep track of everything. What are your secrets to staying organized and on top of all your assignments?”

  • Use Outlook to trap tasks and create a visual reminder, says fellow admin Deb. “It is easy in the craziness of a typical workday to put something aside and have it get lost in the shuffle. This way, the project itself may be lost in my paperwork, but Outlook will remind me that it’s there.”
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  • Ensure all tasks are captured in Outlook’s Tasks section by responding to people’s requests for help by asking that they send it to you by e-mail, says admin Victoria. “Then I drag it to the Task folder,” she says.

First, she categorizes the task—purchasing, personnel, facilities, etc. For each task, she adds a table with three columns, labeled “date,” “description” and “attachment.” Each time she communicates with someone about the task, she puts a summary of the discussion or a copy of the e-mail in the Task section.

Victoria also uses Tasks to track her time spent on each project.

When you understand the ins and outs of calendar and task items, you can use them to more effectively control how you spend your time ... report your time ... and track team member tasks to ensure on-time performance on projects. Learn More...
  • Utilize start dates and priority rankings to sort tasks, advises admin Katy. "I also color-code my tasks, depending on what they are about—fleet management, travel, admin, etc. I find that this helps me keep track of who asked for what," she says.
Review tasks at the end of each day, so you can prioritize to-dos for the next day. That way, when someone adds a new priority to your workload, you'll always know what can be moved around.
  • High-tech tracking isn't the only method, though. Admin Lisa writes down to-dos in a notepad, along with the day's date. Before turning the page to add new tasks, she flags any unfinished tasks on the current page. Once she completes everything on a page, she adds a check mark in the margin at the bottom of the page. All notepads go in a box, each with a start and end date written on the front.  
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{ 2 comments“ read them below or add one }

Diane April 23, 2012 at 9:54 am

My company has Lotus Notes and I’ve tried to use ToDo lists and I do put things in my calendar for the “alarm” feature it has but the tried-and-true method I use most frequently is the good old fashioned steno pad…it fits on the desk nicely and I start each day with a fresh sheet (and usually use several) but it’s great for the onsie-twosie “drive-by” requests and I get dozens a day. I have also been using my Franklin Covey Dayplanner since 1990 but I find I have too many to-dos for the page so some things I won’t write down in there, I write on my steno pad. They say you should have ONE place to write everything…still haven’t found the “one” thing that works the best…

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Lori April 23, 2012 at 9:07 am

I’ve never been a fan of Outlook tasks. But I track a great deal of assignments and follow-ups just using the Outlook email flags and putting things in my calendar. I always make sure to flag outgoing messages too if they require some follow-up or a response and I ensure the reminder pops up far enough in advance of the deadline. I also cc myself on anything that needs follow-up. Sometimes I also send myself a flagged email if there is something that I need to remember to do.
I also have a small dry erase board on my desk for writing down my long-term goals of things that need to be done, but aren’t a top priority so as I get time I can complete them and erase them. It’s not as high-tech as using Outlook to track things, but it saves some space in my inbox :-)

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