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The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
 
 
 
 
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Money Management Action Plan

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Home » Miscellaneous » Organize your paper and electronic documents
Organize your paper and electronic documents  

Organize your paper and electronic documents



 
 

Documents disorder and how to avoid it

How often do you search for an important document you need immediately among great number of different papers on your desk or in your file cabinets? Do you have a lot of folders with document files on your computer? How much time do you spend on looking through each of them looking for particular one? Documents disorder leads to wasting time. The time you will never get back, the time you could spend more wisely. Organizer software can help you use the power of your computer to organize documents stored in file cabinets or on its hard drive.

How to manage paper and electronic documents

You can save lots of time by using search feature of organizer software to find required document as easier and faster as possible. All you need to do is to create a record for each new document you have and add a couple of key words that describe this document. When it's time to quickly find the document you simply enter a key word into search option and in a second you will know where the document is.

Action plan

  1. Start your Organizer software
  2. Label all your file folders with numbers or names arranged in numerical or alphabetical order
  3. Create a task with the name of paper document you want to file away and add keywords associated with it in the notes section. Assign it to the category with the name of corresponding file folder.
  4. Create a task with the name of electronic document you want to file away and record keywords associated with it in the notes section, then attach this file or link to it in Attachment tab.
  5. Use the search function and search for keywords that describe the required document to find it.

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