WORKSHOPS

MY BOOKS

ASK PEGGY

LINKS

PRODUCTS

HOME

Training for Busy People

TIME SAVERS
 

RSS Be the first to know when we add more tips. Click here or (right-click on the button) to subscribe to our RSS Feed. (If you don't know what to do next or you want to find out what RSS is all about, click here to read an article Peggy wrote.)

If you have organization/time management problems you'd like help with, Ask Peggy. If you'd like to read solutions Peggy has already given to other visitors,
click here for Previous Answers.

You won't want to miss COPE, our free online magazine with tips on organization, time management, and technology. Get Clear, Organized, Productive, and Efficient with COPE.


Close to half of Americans (46%) bring work home with them. Wonder why. Disorganization? Reading blogs and visiting Web sites not related to work? Using the computer like it's a step up from the typewriter? Too much chit-chat with co-workers? Inefficient processes? Hmmm. All of the above and more.

What Being Disorganized Costs. A moderately disorganized person loses about two hours every day due to disorder. If your income is $100,000 per year, based on a 40-hour week, you're costing the company about $25,000 every year. When you enlist the help of others to help you find something, the cost goes up.

If an income is
$25,000/year, your company loses $6,000
$40,000/year, your company loses $10,000
$50,000/year, your company loses $12,600
$125,000/year, your company loses $32,000


Contents

Back to Top
Eliminating Piles

Creating a Paper Filing System
Creating a Computer Filing System
Sticky Notes on the PC-An Alternative
Organizing Your Closet
Stop Junk Mail
Stop Junk Mail through Outlook
Sharing Outlook contacts via E-mail

Eliminate Duplicate Contacts in Outlook

Cloak Your Email Address on the Web

Best Time to Check Email

Find Work Fast - Word's Work Menu

12 Ways to Create More Time

Outlook Tips and Tricks
- Clean up dirty email messages
- Have replies sent to someone else
- Save attachments fast
- Send vCard in email or save as download on Web site

Attach a Word file to a PDF Before You Send It


What Being Disorganized Costs.
A moderately disorganized person loses about two hours every day due to disorder. If your income is $100,000 per year, based on a 40-hour week, you're costing the company about $25,000 every year. When you enlist the help of others to help you find something, the cost goes up.

If an income is
$25,000/year, your company loses $6,000
$40,000/year, your company loses $10,000
$50,000/year, your company loses $12,600
$125,000/year, your company loses $32,000

DOWNLOAD TEMPLATES TO GET
YOU ORGANIZED!
Click Here


Contents

Back to Top
Eliminating Piles

Creating a Paper Filing System
Creating a Computer Filing System
Sticky Notes on the PC-An Alternative
Organizing Your Closet
Sharing Outlook contacts via E-mail

For more tips, subscribe to COPE.

Eliminating Those Piles. Eliminate clutter one pile at a time (get some oversized garbage bags so it will be easy to throw things out). You’ll have to make very brutal decisions about every piece of paper in those piles on the desk, on the floor, in the cabinets, and every other place you found to pack something.

In deciding what to keep and what to throw out, a good rule of thumb is if you haven’t referred to a document in six months or can get the information somewhere else, or don't need to keep it for legal reasons, dump it. Trust me, 80% of all that paper you insist on keeping just in case will probably never be referred to again. STOP KEEPING ALL THAT STUFF!

Back to Contents

Creating a Good, Logical Filing System. Once you’ve purged the excess, you’ll have to do something with what’s left. Some things will need to be filed. A filing system should be logical so there is never any doubt about where you might have filed something. Also, anyone else needing something in your files should be able to find it. Here’s how to do it:

  1. Create main, broad categories (use nouns).

    • Use a unique colored tab to distinguish the main categories.

  2. Subcategorize each main category (as in an outline), keeping like subjects together (alphabetize within categories).

    • Use the A-Z system only when it’s a vendor- or client-only file, or something similar.

  3. Test your system to see if others can find what they need.

  4. Create a simple index, and leave it in front of the file drawer (do this especially if others have to access your files, and they're large reference files).

  5. Purge often! STOP KEEPING JUNK!

Back to Contents

Creating a Computer Filing System. If you're wasting time looking for documents on your computer, you'll need to create a filing system for your computer files that is very similar to your paper filing system. Create main folders (or directories) and subfolders using the same outline format described above. Use descriptive titles so you always know exactly what the folders contain, and create logical sequences so you don't have to guess where you may have filed something.

To create new folders in Windows®:

  1. Right-click the Start button, then left-click Explore.

  2. Find the folder you want to break down further, and left-click it.

  3. While that folder name is highlighted, left-click File on the menu bar, point to New, then left-click Folder.

  4. Type the name of the new folder, and press Enter. If you want to subcategorize the folder you just created (you should do this), click on the new folder name, and repeat step 3.

Back to Contents

Get rid of those sticky notes around your PC. Let technology keep up with those miscellaneous notes that are contributing to the clutter in your workspace.

  1. Create a document called MyNotes in your word processing software. Anytime you have tidbits of information you want to hang on to, type it into this file (or scan it), and trash the paper.

  2. The next time you need to refer to one of these notes, open MyNotes and use the Find feature of your software (Ctrl+F in most software) to find it. You can type any portion of the note to have the Find function locate it.

Back to Contents

Organizing your closet will help you get out of the house on time. Having an organized closet will help speed up your morning routine.

  1. Purge first, remembering that if you didn't wear it last year, you probably won't wear it this year. Separate the things you want to keep, and bag the things to give away and the things to throw away.

  2. Separate everything by season. Keep out-of-season clothes in a separate closet.

  3. Arrange your closet, keeping like things together—all your pants/skirts, jackets, blouses/shirts should be kept separate. Keeping like colors together is also a timesaver. If you never mix and match, hang complete outfits together. There are great closet organizing products available that will make this so easy.

  4. Keep two baskets in the floor of your closet. One for the cleaners, and the other for clothes that need repairing. Don't rehang soiled clothes.

Back to Contents

Sharing Outlook Contacts. You can share a Contact's info with anyone you can send E-mail to using Outlook.

  1. Open Contacts.

  2. Right-click on Contact name.

  3. Click Forward as vCard.

  4. Continue as you would any E-mail.

The Recipient of the vCard will:

  1. Double-click on the file to open it.

  2. Click Save and Close.

  3. New contact is automatically added to their Outlook database.

Back to Contents

Eliminate Duplicate Contacts in Outlook

You may be experiencing a lot of duplicate contacts in Outlook caused by synching your PDA. It's easy to get rid of the duplicates with the right software. Try the Duplicate Contacts Eliminator by Sperry Corporation. Use my code, NM8BMJ16, and save 5%. I am not a proponent of all their software, but this one I like.

Cloak Your Email Address on Your Website

If you put an email address on the Web, spiders that cruise the Web looking for the @ symbol will harvest it. Then spam will start to jam your Inbox. Spam-blocking technology has improved, but it’s still not perfect. This is why I no longer type my email address on Web sites.

Here are some ways to cloak your email address on the Web.

Write your address without the @ symbol. I write mine as        
peggy    at  pscpress.com. I use uneven spacing between words too.

Use special computer code to hide your address. Feel free to use this Java script to cloak your email address. Copy and paste the script in the body section of your document (I use FrontPage to create this Web site. Click on the HTML tab, look for the <body> tag and paste code right after it. Replace my information with yours.      
 

<script language=javascript>

<!--

var contact = "Peggy Duncan"

var email = "worksmart"

var emailHost = "pscpress.com"

document.write("<a href=" + "mail" + "to:" + email + "@" + emailHost+ ">" + contact + "</a>" + ".")

//-->

</script>

Best Time to Check Email

There are several schools of thought about when to check email. Some consultants suggest not checking it in the morning because you’ll get distracted, look up, and your day is shot. Others say check it three times a day: once in the morning, right before lunch, and once before you leave work. Still others will tell you to check email once a day. In the real world, you’re going to have to create a routine that works best for you.

If you’re in a busy, corporate environment, your not checking email first thing in the morning might not be practical. You could miss a meeting that was scheduled; spend two hours working on a report for a meeting that was cancelled; or perhaps miss an urgent message from a major client. Not only that, you’ll have meetings scheduled, clients to see, and other deadlines to make, so you couldn’t spend all day checking email anyway. And avoiding email in the morning assumes that incoming messages are your problem. But as I outlined in my book, Conquer Email Overload with Better Habits, Etiquette, and Outlook 2003 [PSC Press, 2005], the problem with email overload is the mess that’s already in your Inbox, not the new messages coming in.

On the other hand, a small business owner with little email use could get by with checking messages once a day. But a journalist, who may need to check email all day, will have a completely different routine. Regardless of your situation, the key to managing email is to:

  • Organize everything around you so you can find any answer fast. Organize the papers on your desk, your computer files, your Inbox, and your contacts. If you can find what you need fast, you can answer the email (and voicemail) and move on to the next one.

  • Do something with each message you open. Consider yourself in a meeting with your Inbox and deal with each message until you’re finished. Either delete it, file it, forward it, delegate it, do it if it’s quick, schedule time to do it later, pend it, or flag it for follow up.

  • Change how you use your Inbox and keep it to one screen. One of the most important steps you’ll make to control email overload is to rethink how you use your Inbox. It’s for the temporary storage of messages, not a to do list for unfinished work; tickler file that reminds you of work; calendar with meeting notices and reminders; database for addresses and phone numbers; or a filing system for unfinished projects.

  • Learn everything you can about your software and finish quicker. With Outlook, you can drag a message from your Inbox to your calendar; create rules to send certain messages to folders; use signatures to draft and send information you relay often; and so much more. Learn the tips and tricks and finish six times quicker.

You have some work to do before you can establish a routine that keeps you in front of the load and in control. Things won’t get any better until you do. You work with busy people who want answers fast, so spend time now to develop a way to make it happen.

Using the Work Menu in Word

There are a handful of documents you work on all the time. Finding them in the recently used list on the File menu doesn’t always work. You can create a new menu and add up to nine documents to it.

Create the Work Menu

  1. Click the Tools menu, Customize, click the Commands tab.

  2. The Save In drop-down list should read Normal.

  3. In the Categories list, scroll down until you see Built-in Menus, click it.

  4. Then on the Commands side, find Work, and click and drag it to the menu bar (next to Help), and drop it. Click Close.

Add Documents to the Work Menu

Once your Work Menu is created, it’s easy to add documents to it (up to nine).

  1. Open a document you want to add to the Work menu.

  2. Click the Work menu you’ve just added.

  3. Click Add to Work Menu.

  4. Open other documents you want to add to the menu, and repeat.

Open Document on the Work Menu

  1. Click the Work menu.

  2. Click the document you want to open.

Delete Document from the Work Menu

  1. Click and hold down Ctrl+Alt+- (the Ctrl key, the Alt key, and the hyphen at the same time).

  2. Click the Work menu, then click the document you want to delete.

  3. If you change your mind before deleting, press Esc.

12 Ways to Create More Time

You’re busy, timing things down to the minute, sometimes with only seconds to spare. If you feel like you’re working longer, you’re right. Studies prove it. But what are you doing? A recent study from AOL and Salary.com shows you’re wasting a lot of time, over two hours a day. Another study proved that being disorganized wastes another one to two hours a day. When is the work being done? Here are twelve tips to help you create more time.

  • Get organized. Everything from your clothes closet, desk, computer, to your Inbox needs a logical system so you can find anything the instant you need it.

  • Reduce TV time. Spend your time doing and learning things that will add more value to your life and more money in your pocket.

  • Streamline the process. Figure out a better way to do something you dread doing, and determine if technology can make the job easier and help you finish faster.

  • Schedule everything. Maintain a detailed calendar and refer to it the day before and get prepared then. Schedule meetings with yourself and your projects.

  • Use external cues to help you remember. Everything you have to do should be on your calendar, on a to do list, computer reminder, checklist, or tickler. Don’t waste brain cells trying to remember.

  • Establish routines and stick to it. Everything will be easier and make more sense once you figure out smarter ways to do it, and know when to do it.

  • Multi-task only when it makes sense. If you’re doing something that doesn’t require much thought, it’s OK to multi-task. But not if you’re doing knowledge work, and really need to concentrate.

  • Plan ahead. Once you establish order in your life, you can think better and won’t continue to get blindsided by something you forgot. You won’t get half-way somewhere and have to turn back. Think the way crooks do, and plan!

  • Cook in bulk. Instead of stopping by the fast food place and filling your family up with junk, plug in the crock pot and the grill. Use the weekends to bulk cook.

  • Learn how to say no. If you say something positive right after you say no, it relieves the feeling of guilt.

  • Manage interruptions. Change your reputation. Stop being the one people seek out when they want to chat.

  • Become a software expert. If you learn tips and tricks in software you use every day, you’ll breeze through work six times quicker. Learn how to type too…fast.

Back to Contents

Clean Up Dirty Email Messages

Gotcha! No, I’m not talking about anything that’s X-rated. Dirty email messages are the ones you receive loaded with those darn carets (>>>).

Don’t forward a message like this without cleaning it up first.

You can get rid of carets by pasting the message into Word and using the Find and Replace feature to find carets and replace all of them with nothing.  

  1. Copy the text from an email message, and Paste it into Word. Press Ctrl+H.

  2. In the Find what box, type >. Leave the Replace with box empty (to replace > with nothing).

  3. Click Replace All, OK.


Now remove the blank spaces at the beginning of each line that occurred when you removed the carets. 

  1. Select all the text (press Ctrl+A).

  2. Press Ctrl+E to center it, then press Ctrl+L to left-align it. All extra spaces will be gone.

  3. Copy and paste the text back into the email message.

Have Email Replies Sent to Someone Else

If you’re sending a message to your staff, you may want the replies to go to your assistant. It’s easy to set this up.

 

  1. Create a new email message. Click the Options button (if you don’t see it, click the View menu, Options).

  2. Under Delivery options , tick Have replies sent to, then type the email address you want the replies to go to.

  3. Click Close, and finish and send your message as you normally would.

Save Email Attachments Fast

If you receive a message with several attachments you need to keep, you don’t have to open each one and click File, Save As.

  1. With the message open, click File, Save Attachments.

  2. Click any file you don’t wish to save to deselect it.

  3. Save as you normally would.

Send your vCard to someone via email, or add it to your Web site for download (your virtual business card or Outlook contact sheet)
 
I'm using Outlook 2003 - works in older versions too. If you don't maintain your Web site, your Web person can do this.
 
For Email: You can send your vCard in an email message (I have a personal vCard under a nickname and a public one using a coded name*).
  1. First create the vCard if you haven't already added yourself to your database.
  2. Then create a new message as you normally would. Click the Insert menu, Item, Contacts, and locate and click your vCard, click OK.
For Web site: You may also want to make your vCard available as a download on your Web site. That's easy too.
  1. Open your vCard in Outlook, and click the File menu, Export to vCard file, browse to your Web site files.
  2. Save the vCard as part of the root directory (or put it inside of a folder).
When you add the link to your vCard on your Web site, let the visitor know they should click the link and click Open, not Save. Once the card is open, they will click Save and Close, and your vCard will be added to their Contacts (don't know how it would work with all software, so I have a note about that on my site too). Publish your files to the Web as you normally would.

(If after publishing your vCard to the Web, you click on it and get an error 'Page not found', contact your hosting company. Ask that they add a mime type for .vcf. My hosting company had to do this for me, and it was no problem.)

*Caution about adding yourself as a Contact: If a spammer sends you a message with your name in the From or To field, the email will be trusted...depending on your security settings. When I send my vCard in email, I attach my coded vCard to a message, then open it, add my right name and my email address, then send it. The original will still be intact. Click here for Peggy's vCard.
Anytime you create a PDF, you can attach and send the original Word (Excel, etc.) file with it.
 
Attach the Native Word File to a PDF Before You Send It

When I send a training agreement to a client, I'll create the agreement in Word, create a PDF of it, and email both of the documents together. (I'm using Adobe Acrobat 7.0, Reader 6.0).

  1. From the open PDF, click the  Document menu, Attach a File. Browse to find the file you want to attach, and double-click it.
The recipient  can open the attachment in Word if they need to make changes* (it's easier in Word than on the PDF).

Important: Once the attachment(s) are in place, you can change the PDF Options to show them by default (you'll see an Options drop-down arrow on the right side of the screen near the scrollbar where the attachments start).

If you don't set attachments to be viewed by default, your recipient will need these instructions:

If they only have the Adobe Reader:

  1. Open the PDF, click the Document menu, File Attachments, and then double-click the Word file to open it.

If they have Adobe Acrobat:

  1. Open the PDF, click Attachments on the navigation tabs on the left (or click the View menu, point to Navigation Tabs, and click Attachments). Double-click the Word file to open it).
Why do I send the Word file along with the PDF instead of just the Word file? Because I want to ensure the file is formatted the way I intended (the PDF).
 
*If the client needs to make changes, they'll do so in Word. When they return the file, I need to see, accept, or reject any changes they've made. To do this, I turn on Track Changes in the Word document before I send it (in Word, click the Tools menu, Track Changes. See Word Help for more information).

Back to Contents

 

PEGGY'S READING LIST

Productivity Products

Productivity Workshops

Back Up

 











DON'T MISS
My Free Webzine

Tips Delivered to Your Inbox 
Each Month.

Subscribe Today!

 

 

 

 

 

 

 

 

 

 

 

 

 

Enjoyed it [COPE] again! I had to stop and read the managing interruptions article when I saw it. My week has been very hectic with client "emergencies" so this was timely.

Carla Edwards, President
System Savvy, Inc.

 

I just visited your webzine and I am so impressed with your ability to target such a variety of organizational challenges all at one time; there is something for everyone!...I've also purchased your book "Just Show Me Which Button to Click" which has helped me enormously!

Sheila Delson
FREEDomain Concepts
Poughkeepsie, NY

 

 RESOURCE CENTER
Productivity Products, Services, Ideas and Deals!

Productivity Workshops

 PEGGY'S READING LIST

 

 
 
Subscribe to Our FREE eNewsletter
Packed with tips that will help you spend less time working but get more done. Kept Private. Click Here and receive a free tips sheet and a Computer Tip of the Week.

ATLANTA GA (HQ)
[770]  907 8868

WASHINGTON DC
 

NAICS: 711510, 611430,  541611, 453210

CONTACT US
www.PeggyDuncan.com
worksmart    at   peggyduncan.com
Peggy's Schedule
(C) Copyright 1997-2007. All Rights Reserved

 

This site looks absolutely weird in Netscape
and could "Perform an Illegal Function and crash."
Views best with Microsoft Explorer