Software and Apps for Virtual Assistant Businesses

Find and post resources, reviews, questions and opinions on software and apps for your virtual assistant business.

Forum Sponsor (Advertise with us)
Reply
 
Thread Tools Display Modes
    #1 (permalink)  
Old 03-05-2010
Tess's Avatar
Founder, Virtual Assistant Forums
Company name: Virtual Assistant Forums
 
Join Date: Apr 2007
Location: Portland, OR
Posts: 9,896
Blog Entries: 38
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
I've read in a few other threads that many members like to use OneNote from Microsoft for keeping their tasks organized and to-do lists under control. I found this brief article explaining how to use OneNote as a daily scheduler and includes some great tips for organizing a work day/week. [P.S. that secondary link there is a great read as well regarding time management]

From the article: Based on my Time Management Strategy posted last week - each day is divided into 3, 6, or 9 hour 'Focus Blocks' that are planned in advance. I generally project out about 9 days like this.
Each 'Focus Block' of the day is denoted with a checkbox that I can later check off after completion. It's a nice way to keep on top of things - and to later remind yourself about forward progress.
__________________

Become a Virtual Assistant

Get instant access to my best-selling eBook
plus 30+ sample contracts, business documents, and worksheets!
Reply With Quote
    #2 (permalink)  
Old 03-05-2010
agough's Avatar
Contributing Member
Company name: TAG Virtual Office, LLC
 
Join Date: Sep 2009
Location: Valrico, Florida
Posts: 139
Send a message via Yahoo to agough
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Thank you for posting this....I am definitely a fan of OneNote and look forward to reading the article.
__________________
Amy
TAG Virtual Office, LLC
Reply With Quote
    #3 (permalink)  
Old 03-10-2010
Contributing Member
Company name: Your Humble Assistant
 
Join Date: Dec 2009
Location: Tulsa, OK
Posts: 109
Blog Entries: 1
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
I love One Note ! I plan on using it for my pre-consultation planning.

Here are the steps to follow (if anyone is interested):

1) Create a tab titled Consultations
2) Create a personalized page for each client
3) Type and organize your notes, talking points, and include a link to the client's website(s) (just like the example given in the article Tess mentioned)
4) Follow the list, touching on each talking point and add additional notes during the consultation

I found this to be a great way to take notes! I used it today for my mentoring session and it worked out really well. I was able to stay organized and focused and all I had to do was copy and paste my questions (from the email I sent to my mentor) and type the responses. The best part about it is, I did not have to sift through my notes to figure out what I wrote

Anyway, I am shutting it down for the evening . I had a great day and I am planning for a great tomorrow.

Toodles !
Reply With Quote
    #4 (permalink)  
Old 03-11-2010
vainparadise's Avatar
Resident Member
Company name: A Virtual Assistant in Paradise
 
Join Date: Oct 2007
Location: Florida
Posts: 1,692
Blog Entries: 1
Send a message via Skype™ to vainparadise
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Great info Tess! I loved OneNote while using my Win laptop. Here are some great templates that I used when I was using One Note:

OneNote Notebooks
OneNote pages
OneNote sections
__________________
Dawn Riley
A Virtual Assistant in Paradise
Our business is about making yours better
Reply With Quote
    #5 (permalink)  
Old 03-11-2010
LeeDrozak's Avatar
Community Leader
Company name: Lee Drozak Biz
 
Join Date: Aug 2008
Location: Western Pennsylvania
Posts: 3,222
Blog Entries: 13
Send a message via Skype™ to LeeDrozak
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn Find this virtual assistant on Google+ Find this virtual assistant on YouTube
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
I use One-Note religiously. I have a "book" for each client where I store all pertinent information, notes, etc. I also have one for myself with sections for proposals, consultations and everything under the sun. With the easy integration of Outlook it has been a time saver for me.
__________________
Lee Drozak
WHY GO IT ALONE?... I am here to help you get unstuck.
Reply With Quote
    #6 (permalink)  
Old 03-12-2010
JoCarole's Avatar
Resident Member
Company name: Shore Office Services LLC
 
Join Date: Jun 2008
Location: Jersey Shore
Posts: 1,152
Send a message via Skype™ to JoCarole
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Thanks Tess, I have OneNote installed but never bothered to use it before. Will have to read these links later
__________________
JoCarole
http://www.shoreofficeservices.com
Reply With Quote
    #7 (permalink)  
Old 03-12-2010
JoCarole's Avatar
Resident Member
Company name: Shore Office Services LLC
 
Join Date: Jun 2008
Location: Jersey Shore
Posts: 1,152
Send a message via Skype™ to JoCarole
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Originally Posted by leedrozak View Post
I use One-Note religiously. I have a "book" for each client where I store all pertinent information, notes, etc. I also have one for myself with sections for proposals, consultations and everything under the sun. With the easy integration of Outlook it has been a time saver for me.
Thanks Lee for telling us how you use OneNote. Now I have some ideas for myself on how to use it.
__________________
JoCarole
http://www.shoreofficeservices.com
Reply With Quote
    #8 (permalink)  
Old 05-25-2010
Tess's Avatar
Founder, Virtual Assistant Forums
Company name: Virtual Assistant Forums
 
Join Date: Apr 2007
Location: Portland, OR
Posts: 9,896
Blog Entries: 38
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Great follow up posts on this thread! Thanks for the additional info and tips
__________________

Become a Virtual Assistant

Get instant access to my best-selling eBook
plus 30+ sample contracts, business documents, and worksheets!
Reply With Quote
    #9 (permalink)  
Old 05-26-2010
LeeDrozak's Avatar
Community Leader
Company name: Lee Drozak Biz
 
Join Date: Aug 2008
Location: Western Pennsylvania
Posts: 3,222
Blog Entries: 13
Send a message via Skype™ to LeeDrozak
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn Find this virtual assistant on Google+ Find this virtual assistant on YouTube
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
FYI - Office 2010 Pro includes a copy of OneNote. I am not sure about all the other versions but this is a big plus.
__________________
Lee Drozak
WHY GO IT ALONE?... I am here to help you get unstuck.
Reply With Quote
    #10 (permalink)  
Old 05-26-2010
Executive Online Solutions's Avatar
Contributing Member
Company name: Executive Online Solutions
 
Join Date: Nov 2009
Location: Barrie, ON
Posts: 84
Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Thanks for these tips! I have OneNote, but have never used it. I will definitely make the effort now - it looks very useful.
__________________
Sharon Foster
"Giving You the Executive Edge"
Reply With Quote
    #11 (permalink)  
Old 05-26-2010
New Member
 
Join Date: Apr 2010
Posts: 25
Find this virtual assistant on Facebook
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Wow- I never even thought of using OneNote, thanks for these tips!!
Reply With Quote
    #12 (permalink)  
Old 05-29-2010
New Member
 
Join Date: May 2010
Location: Utah
Posts: 30
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
I know this thread is rather old, but I just wanted to say thank you for the information! Once I read everyone's comments about onenote, I went a searching for something similar in the Mac form. I found that the Mac version of MS office has a program in Word called "Word Notebook", that does the same thing as Onenote.
I haven't delved too deeply into its capabilities, but it looks as though it's pretty comprehensive.

Just thought I'd share the information in case there are other Mac users looking for this type of program.
Reply With Quote
    #13 (permalink)  
Old 06-01-2010
Contributing Member
 
Join Date: Jun 2009
Posts: 49
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
I love love love one note! I create a client book for each client. Good Luck!
Reply With Quote
    #14 (permalink)  
Old 06-01-2010
VirtualJuliana's Avatar
Contributing Member
Company name: Juliana Williamson-Page
 
Join Date: Jun 2008
Location: Monterey, CA
Posts: 43
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Hi, Tess, I'm not a OneNote user but LOVE that Tesla-inspired 3,6,9 strategy! Thank you for the links.

Juliana
__________________
Juliana Williamson-Page
Monterey Paralegal
Reply With Quote
    #15 (permalink)  
Old 06-02-2010
VineyardVA's Avatar
New Member
Company name: Vineyard Virtual Services
 
Join Date: Dec 2008
Location: Southern California
Posts: 41
Follow this virtual assistant on Twitter Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
I'm a big List Maker. I need everything written down or I run around like a chicken with its head cut off.

I have a personal notebook where I keep my to-do lists. I have a page for each day of the week with task check boxes next to each item. I made each day of the week focused on a particular theme (Monday - Business building, Tuesday - home, Wednesday - Blog, Thursday - projects, and Friday, catch up). I make a point of checking things off and then on Friday, I go back to anything not checked.

I have a notebook for each client, with pages for timekeeping and projects.

I love the ability to clip things and stash them in onenote to sift through later. I have to sift, yes, but it's all in one place, and I can put them in the project they pertain to, rather than trying to find the information later.
__________________
Michele Wilcox
Vineyard Virtual Services
Reply With Quote
    #16 (permalink)  
Old 06-11-2010
joywilder's Avatar
Contributing Member
Company name: Wilder Office Approach
 
Join Date: Apr 2009
Location: Tinley Park, Illinois
Posts: 181
Send a message via Skype™ to joywilder
Follow this virtual assistant on Twitter Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
great thread! I'm just getting my feet wet with OneNote, but love it already! My desk doesn't have all the little teensy papers all over it with notes scribbled all over it. I can find what I need *quick*.

I do need to learn how to use it to its full potential, though. I envision using one folder per client, and putting in research, notes, to do lists, links, etc. on each worksheet in the folder.

I'll check into the templates.
__________________
Joy Wilder
Wilder Office Approach
Reply With Quote
    #17 (permalink)  
Old 06-14-2010
APlusAdmin's Avatar
Contributing Member
Company name: A Plus Admin Services
 
Join Date: May 2010
Location: Chesterfield, VA
Posts: 100
Follow this virtual assistant on Twitter Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Hey everyone, I have not used OneNote, but I've seen it around. When I purchased Office Pro 2007 it didn't come with and I do not plan on upgrading to 2010 for at least another year. Do you think it beneficial to purchase now (if it is still available as a stand alone) or wait until I purchase Office 2010?

Thanks. Leona
Reply With Quote
    #18 (permalink)  
Old 06-15-2010
New Member
Company name: Virtual Assistance by Roxie
 
Join Date: Jun 2010
Location: Fairfield, NJ
Posts: 48
Send a message via AIM to Roxie Send a message via Yahoo to Roxie
Find this virtual assistant on Facebook Contact this virtual assistant on LinkedIn
Default Re: How to Organize a Schedule in OneNote + 3/6/9 time management strategy - from NerdBusiness
Hi all,
I LOVE onenote! I used it quite a bit when I was in college I'm downloading it again because somehow I lost it??! Thanks for the advice I'm learning so much.
Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
[Question] How do you organize time and links? KAElliott Business Planning and Development 14 01-25-2009 06:05 AM
Time Management VBSVirtual Business Planning and Development 22 09-30-2008 01:29 PM
Client Time Management VAofSWFL Finding and Keeping Clients 8 05-05-2008 05:38 AM
Top Four Time Management Issues vainparadise Business Planning and Development 2 03-06-2008 06:19 PM


All times are GMT -7. The time now is 03:18 PM.

Work from Home | Become A Virtual Assistant
Virtual Assistant Phones
Virtual Assistant Directory
How to respond to an RFP
Create a Professional New Client Welcome Packet
Virtual Assistant Forums Advertising

© Virtual Assistant Forums 2016 Content and images protected under copyright law.
Virtual Assistant Forums on Facebook