Professional Documents
Culture Documents
59 Tech Tips
59 Tech Tips
59 Tech Tips
Administrative
Professional Today
59 Technology
Tips for the
Administrative
Professional
From the editors of
Administrative
Professional Today
dministrative professionals are constantly pressed for time and looking for time-management
answers. One of the best solutions: Advance your technology skills in the programs you already
use on a routine basis.
You may know the basics of using Word, Outlook, Excel, PowerPoint and various web-based applications. But by learning just a few new tricks of the trade, you can become much more efficient (and
more marketable). Thats why we created this special report, a one-stop resource that shows you how
to capitalize on technology to make your workday more efficient.
In 59 Technology Tips for the Administrative Professional, youll learn pointers such as how to
speed through your to-do list in MS Word, collaborate online with colleagues, maximize Outlooks
features, optimize PowerPoint presentations and create time-saving templates. All are guaranteed to
streamline your work and advance your career.
And, as a subscriber to Administrative Professional Today, youll continue to receive the latest
technology tips in every months issue to ease your time-management concerns. We hope to count you
among our satisfied group of subscribers for years to come.
Sincerely,
Phillip A. Ash
Publisher
Editor
Kathy A. Shipp
Contributing Editors
Carolyn Frazier, Melissa P. Esquibel
Editorial Director
Patrick DiDomenico
Associate Publisher
Adam Goldstein
Graphic Designers
Dan Royer, Nancy Asman
Publisher
Phillip A. Ash
2013, 2010, 2008, Business Management Daily, a division of Capitol Information Group, Inc., 7600A Leesburg Pike,
West Building, Suite 300, Falls Church, VA 22043-2004. Phone: (800) 543-2055; www.BusinessManagementDaily.com. All
rights reserved. No part of this report may be reproduced in any form or by any means without written permission from the
publisher. Printed in U.S.A.
ISBN 1-880024-78-0
This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold
with the understanding that the publisher is not engaged in rendering legal, accounting or other professional service.
Contents
Supercharge Your Computer: Tips & Tools..............................................................1
52.
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59.
Supercharge Your
Computer: Tips & Tools
Keyboard shortcuts may seem like more trouble than theyre worth. But once dis
covered and practiced, shortcuts can prove to be valuable timesavers. The key is not
trying to learn them all.
Try working just a few of these useful keystrokes into your day-to-day routine:
Cycle through your open applications by holding down Alt while you
repeatedly press Tab. Open the control menu in the upper-left corner of the current
application window by pressing Alt-Space. Close the current application by pressing
Alt-F4. Close the current document by pressing Ctrl-F4.
Launch Windows Explorer by hitting Windows-E. Then, just press
Backspace to move to your current folders parent folder. Type F2 to rename the
selected folder or file, and F3 to search for a file.
Minimize all open windows and return to your desktop by hitting
Windows-M or Windows-D. Shift-Windows-M reopens all the windows. (Windows-D
will restore them, too, if thats the key combination you used to minimize them.)
Trim some task time with these shortcuts, which
work in many applications:
BYTES
Ctrl-S saves your current work.
Ctrl-O opens a new document.
Love your keyboard. Nothing saves me as
Ctrl-Z and Alt-Backspace undo the last thing
much computing time as keyboard shortcuts,
you did.
says Ryan Block, Gdgt.com. His tip: Create
new keyboard shortcuts. Windows 7 lets you
Ctrl-Y undoes the last undo (or redoes).
map keys to program shortcuts. Right-click
Ctrl-A selects everything in the open window,
the program shortcut, select the Shortcut tab,
whether its all the files in a folder or the entire
choose the Shortcut key box and assign your
document.
own shortcut to open the program when you
Ctrl-X deletes the selection.
tap that key with the Ctrl and Alt keys.
Ctrl-C copies the selection.
Ctrl-V pastes the clipboard contents.
* * *
Not sure whats running on your computer?
Ctrl-F launches the programs search or find tool.
Visit ProcessLibrary.com and enter the program
Ctrl-Home moves the cursor to the beginning
in question for an explanation of what it does, if
of the open file or document.
its important or if its something dangerous you
Ctrl-End moves the cursor to the end of the
should shut down right away.
open file or document.
If youve been on the fence about which online file storage and sharing program to
jump into, or youre thinking about making a switch, Walt Mossberg recently presented an overview of the top four picks in his Wall Street Journal column. Heres a
quick look at Dropbox, SugarSync, Microsoft SkyDrive and Google Drive.
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1.Dropbox. This is the easiest and most well-known of the group. You can
keep your files in sync among several devices and computers and share individual
files via links you can email or post online that will bring up the file in a browser.
You can also create shared folders and automatically import photos from cameras or
smartphones. Offers 2 gigabytes of free storage; $99 for 100 gigabytes.
2.SugarSync. Its Magic Briefcase is similar to Dropbox, but it synchronizes
and backs up online your existing folder structure. For example, you can keep your
pictures folders on a Windows and a Mac computer in sync and make them available
online or through a mobile app. But linking the folders is complicated. Free for 5
gigabytes: $150 a year for 100 gigabytes.
3.SkyDrive. Microsofts biggest advantage is that its integrated with Microsoft
Office on both Windows and Mac. It comes with an online stripped-down version of
Office that works in any browser. Any file stored in SkyDrive can be edited in your
computers local copy of Office. It also offers the ability to edit in your computers
local copy of Office. Files can also be saved directly to SkyDrive from Office on
your computer. Free for 7 gigabytes; $50 for 100 gigabytes.
4. Google Drive. Tied in with Google Docs, this storage and synchronization
service features built-in editing and collaboration, but
it cant directly edit Microsoft Office files, which must
BYTES
be converted to Googles formats. Provides 5 gigabytes
free; $60 for 100 gigabytes.
Relieve computer eye strain by adjusting
All four storage systems provide free storage, work
the brightness and color temperature on your
with
both PCs and Macs, and have iPhone, iPad and
computer settings. Adjust the brightness of the
Android
apps.
display so its approximately the same as the
brightness of your surrounding workstation.
Color temperature describes the spectrum
of visible light emitted by a color display.
Reducing the color temperature of your display lowers the amount of blue light emitted
by a color display for better long-term viewing
comfort.
* * *
* * *
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BYTES
Make favorite websites easier to find by
alphabetizing them in your Favorites list.
Heres how to do it in Internet Explorer:
Right-click anywhere on the Favorites
menu. On the menu that opens, click Sort
by Name. IE will list folders first, then individual web pages.
Even the fastest computer could profit from a few tricks that
make everyday tasks easier or faster. Here are four ideally
suited to admins:
1. Capture images of web pages and share them via
email with Send Page By Email. With this Firefox add* * *
on, instead of sending your manager a link to a web page,
Protect
your
computer
by keeping spyyou can share a screen shot. That way, he or she can glance
ware
from
sneaking
through.
Set your web
at your email to see the web info without ever clicking
browser to a medium- or high-security
through. And it wont matter if the content on the page
level. Windows users: See Microsofts web
refreshes. addons.mozilla.org/en-US/firefox/addon/2343
site for instructions. Consider switching to
2. Find out in an instant whether youve used a word
another browser, such as Mozilla Firefox
correctly. Install the Merriam-Webster toolbar, one of the
(mozilla.org) or Opera (opera.com), to
most underrated tools on the web, to look up any phrase on
reduce the odds that youll be attacked.
the spot. www.merriam-webster.com
3. Speed up online research by installing the Dogpile
toolbar. It queries all the major search enginesGoogle, Yahoo!, Bing and Askat
the same time and delivers top results. www.dogpile.com
4.Boost productivity by adding a monitor. Microsoft Chairman Bill Gates
uses three screens on his desk so he can drag items from one screen to the next. One
screen holds email; the second holds the message hes writing; and the third holds a
browser. Two screens may work for you.
Consider a keyboard model that will help your hands feel more comfortable, type
faster or stay germ-free.
Examples:
Microsoft Natural Ergonomic Keyboard 4000 (microsoft.com/hardware):
An ergonomic design provides wrist comfort, while enhanced function keys make
shortcuts easier. Features dedicated back and forward web navigation keys.
Washable Wireless Keyboard (www.unotron.com): A sealed structure and
patented SpillSeal technology let you immerse the keyboard completely in water or
an anti-bacterial solution for cleaning ... meaning fewer germs in your work space.
Aviator Laptop Stand (www.keynamics.com): The ergonomic Aviator is
designed to tilt your laptop so that even if the airplane seat in front of you is reclined,
you wont have to hunch over the computer screen to see what youre working on.
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Speed Tasks
in Microsoft Word
You might spend more time navigating in Word documents than you actually do creating or editing content. Unlike pilots and boat skippers, were not taught to navigate
the sea of text that we encounter every day in our documents. Here are some handy
tips for moving around and selecting text.
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Did you know that there are different ways to select a single word? Theres the
old standby, click and drag. Then, there are two easier ways.
2. From the beginning of the word, press Ctrl+Shift+.
3. If youre not a keyboard shortcut fan, place your cursor in the middle of the
word and double click.
Tip: You can select a single paragraph by triple clicking anywhere in the paragraph.
Formatting tips
Its not necessary to select a whole word or paragraph to perform formatting actions.
For single words, just place your cursor in the middle of the word and choose any
button in the Font group on the Home tab, or make changes with the Font selection
on the right-click menu.
To center, right or left, align a paragraph or apply
BYTES
numbering or bullet styles, click in the middle of the
Use this shortcut to move Word text without
paragraph and click the appropriate button.
* * *
* * *
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7. Change your bullet type or number format for a list. Double-click a number
or bullet in a list to open the Bullets and Numbering dialogue box. Change a 1. to
a 1) or a circle bullet to a square bullet.
8. Launch spell-check. Double-click on the spell-check button (the open-book
icon with an X on one page) in the status bar.
9. Jump straight to a note. Double-click a footnote or endnote number in the text
of your document and Word moves you to the footnote or endnote text itself. To
return to the note within the document, double-click on the number in the footnote or
endnote area.
You can produce easily navigated documents with a few tricks: applying heading
styles, inserting section breaks and using different headers and footers for those sections. These techniques work in both Office 2007 and 2010, and theyre much easier
to use than older versions of Office.
Styles
You may have considered styles too complicated to navigate in previous versions of
Word. Now, theyre simple to use. And,
if you only master Heading 1 and Heading 2,
you open up great tools like tables of contents and use of the Navigation Pane
(2010). Position your cursor in the middle of the text youve created for your heading. Then just click on the Heading 1 button. If you like shortcuts, try Ctrl+Alt+1,
which will also make your text a Heading 1. For Heading 2, click on the Heading 2
button or try Ctrl+Alt+2.
Section breaks
Youll find Section Breaks on the Page Layout tab. To insert a section or page break,
look for Breaks in the Page Setup group. The dropdown menu will display both a
Next Page and a Continuous Section Break. If you choose a Continuous Section
Break, which appears in the middle of a page without causing a new page, the header
for that page will be for the previous section, not the one you created. Use the Next
Page Section Break for complex documents. Think of sections as chapters in a book.
Work with Show/Hide button on to better manage breaks.
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the footer section. Youll see the same options there. Use this to produce different
page numbering for each section.
Navigation
With all the components in place, you can easily insert a table of contents and make
use of the Navigation Pane (2010). On the References tab, click on the Table of
Contents button and Insert Table of Contents. To use the Navigation Pane in Word
2010, be sure the check box is checked on the View tab in the Show Group.
Any Word feature that can save time and make you look good to the boss is worth
tapping into, right?
One such feature: Words built-in reviewing tools, which let you and others track
all the changes you make as a document is written and edited.
With the Track Changes tool turned on, you can track each insertion, deletion
and formatting change. As you or your manager reviews tracked changes, you can
accept or reject each one.
So, put away the red pen and sticky notes; this little-used feature will consolidate
all editing comments and changes, making it easier for you to wrap up a job errorfree in no time. How to start:
Open the Reviewing toolbar. On the View menu, point to Toolbars and click
Reviewing.
Open the Tools menu; click Track Changes to begin keeping a record of additions and deletions.
Review other readers changes by clicking Next on the Reviewing toolbar. Click
Accept Change or Reject Change/Delete Comment for each revision or comment.
Heres a secret that Microsoft Word power users already know: You dont have to
learn another program to design brochures, newsletters, fliers and reports.
MS Word trainer Lori Fields shares these useful tips:
1. Clone a look you like by using the format painter (the paintbrush tool). Click
on the text you like, then double-click the little paintbrush on your toolbar. Now anything your cursor touches will convert to that style. Single-click the paintbrush icon
to turn it off.
2. Manipulate pictures by clicking on them, then using the picture toolbar that
appears. Compress, crop and resize without taking a picture back into Photoshop.
3. Give clip art a clear background by using the set transparent color tool (looks
like a pen with an arrow at the end of it). Click on the tool, then click on the area you
dont want to see. Text can now wrap around the clip art image.
4. Increase text size by hitting Control[ or shrink it by hitting Control]. Youll
see quickly how text will look without going to the font size menu.
Note: Generally, you want to make the body text large enough for the age of your
audience, ranging from 10 to 14 points. Once you have determined the body text
size, here are the rules for headlines and titles: Subheads should be two points bigger
than the body; headlines should be two times bigger than subheads.
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Boost Email/
Outlook Efficiency
Taming the Outlook monster is something we all need help with, so here are a few
easy ways to start cleaning up your Outlook inbox.
1. Sort by sender
This is a good first step. It allows you to easily spot and delete email from advertisers whose messages you no longer need. This also makes it easy to spot email from
friends and family, which dont have a real retention requirement.
Tip: Make a separate folder for emails that contain pictures you might want to
save. Then, just like in olden days, you can cut them out and paste them into
a PowerPoint album and save that instead of the email.
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4. Set up rules
If you find yourself moving the same type of email to
the same folder, consider letting Outlook do that for
you by creating a rule. For example, this would be a
perfect solution for nightly reports or status updates
that you dont actually read, but need to reference for a
period of time. You can even leave it marked unread, so
you always know how many reports you havent seen.
However, they no longer clutter up your inbox or bury
urgent messages.
If you use Outlook 2010, you also have the convenience of Quick Steps, a one-click solution to multiple
repeatable actions.
2007 to 2010?
BYTES
Squeeze more out of the Tasks section of
Outlook. When someone asks you to do x by
5 pm, turn the request into a Task. Heres how:
Open a new Task, make a note to do x, set a
reminder, save and close it. Now, you can refocus on the business at hand, assured that
Outlook will remember the Task for you.
* * *
Store project-related email messages in desktop folders for future reference. In Outlook, drag
the email to an open Windows folder, such as
My Documents. Rename the file if the subject line isnt clear. Now youll have everything
related to a projectmessages, documents,
spreadsheets, slideshows, etc.in one place.
Weve all sent the oops reply. Heres how to avoid it:
Set up a Rule so all email messages go out two minutes after you click Send.
Then youll have two minutes to recognize any errors ... and save yourself the embarrassment.
Heres how to create a Rule in Outlook:
1. Under Tools, click Rules and Alerts.
2. Click New Rule.
3. Click Start from a blank rule radio button. Under Step 1, highlight Check
messages after sending. Click Next.
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When you have to create a meeting or an appointment, you probably switch to your
calendar view and click on the New Appointment button or use the shortcut Ctrl+N.
If youre creating an email with content from an email message you received, youre
probably toggling back to the email and then copying and pasting the content you
need. If that message was addressed to the folks who need to come to the meeting,
youre probably also copying and pasting that to the new meeting. Thats a lot of
clicks!
Try one of these instead:
BYTES
Upgrade your email signature line by adding
a clickable link after your name. Example: mail
to: admineditor@BusinessManagementDaily.com.
That way, others can simply click the link to
reply. Its especially useful when someone for
wards your email; the new recipient doesnt
have to cut and paste your address.
* * *
3. Quick Step
If you create the same type of meeting notice to the same folks frequently, just not
on any kind of defined recurring schedule, a Quick Step can be really handy:
1. Choose the Create New button in the Quick Steps gallery (Home tab).
2. Choose an action from the Appointment category, like Meeting.
3. Click the Show Options link and complete all the recurring information.
4. Click Finish.
Now, whenever you want to set up meetings like that, just click your Quick Steps
and change the date and time.
10
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Its not just you; weve all been getting more spam nowadays. Not only is spam a
drain on your time, its also a security threat. What to do about it? Stop fuming and
start filtering.
Heres how:
MailWasher (www.mailwasher.net, free) or MailboxFilter (www.mailbox
filter.com, $37) will filter your messages before they reach your email program.
Mail Snoop Pro (www.rinnov.com, free trial,
then $35) allows you to try its shareware spam-catcher
BYTES
before you buy.
Cloudmark (www.cloudmark.com).
Curb spam by opening a throwaway email
calendar
* * *
* * *
From Contacts
Is your who really clear, but when not so much? Working from your Contacts,
select the individuals you wish to meet with and drag them onto the Calendar button
in the Navigation Pane (on the left). This creates a meeting with all the individuals
you selected.
Outlook 2010 user bonus: The Scheduling Assistant (on the right) will go to
work, immediately letting you know the best days and time slots to have your meeting with the fewest conflicts.
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11
Microsoft Outlook can help you manage your workload and even help you stay
focused on your most important appointments, tasks and projects. Here are four
great ways to use Outlooks Calendars and Tasks features for better time management.
* * *
* * *
12
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In addition to the calendar at the top, it shows upcoming appointments. The lower
half displays your tasks, flagged emails and other flagged items, regardless of where
you keep the folders.
A really cool trick with your To Do bar is to drag an email to a particular date.
This opens up an appointment on that date and includes the text of the original email.
When it comes to email habits, some of us are deleters and some are hoarders. Either
way, you can learn from these efficiency tips:
1. Empty hourly. You have to treat your inbox like you treat your mailbox at
home, says Merlin Mann, creator of a productivity website, 43folders.com. You
wouldnt store your bills inside your mailbox.
2. Add subfolders for storage. Not sure what to do with a message? Maybe you
havent created the right home for it yet. Set up subfolders for storing messages by
project name or follow-up date.
3. Sort messages alphabetically by sender. That helps you delete dozens of
messages at a time. Example: Daily or weekly e-newsletters can eventually clutter
your inbox; delete all but the most recent issue or two.
4. Save time by using emails search function. Todays search tools are so
effective, it probably takes less time to search a stuffed inbox than to look through
subfolders to find what youre looking for.
5. Search more easily by changing the subject field. Add descriptive words
to the subject line that will help you find what youre looking for later. Example:
Letter to McPherson becomes Cancellation of McPherson contract 11/16/12.
6. Write a rule that sends emails on which you are only a cc recipient to a
folder you check less frequently, and ask to be removed from distribution lists when
possible.
7.Turn off the automatic notification of new messages. (In Outlook, go to
Tools, Options, Preferences, Email Options, Advanced Email Options.) Checking too
frequently wastes time. Once or twice a day might be enough.
13
By applying color to messages that warrant your immediate attention, you help
them stand out.
Tip: You can also use color to make certain email messages appear less important. Example: Flag messages sent to you by way of a distribution list by having
them appear in light gray.
Color-code messages
1. Select a message, then click on the Organize command on the Tools menu.
2. Select Using Colors.
3. Click the Automatic Formatting button at the top right of the Ways To Organize
Inbox pane (see image).
4. Click the Add button in the Automatic Formatting dialogue box to create a rule
that Outlook temporarily names Untitled.
5. Type a descriptive name for the rule.
6. Click the Font button and choose a font.
7. Click the Condition button to open the
Filter dialogue box. In the three tabs of the dialogue box, set the filter conditions.
8. Click OK to create the condition.
To change or undo color-coding, you would
click Automatic Formatting in the Organize
pane and delete or modify the rule.
14
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Keep your to-dos front and center using these on-screen task-tracking tools:
Gubb.net: Make and share to-do lists online for free with this web application.
Email a list to yourself or others, and text it to your cell phone. Sort it by priority or
due date.
To-do list widget: Since they live on your desktop, you can add or delete
widgets or move urgent items to the top of the list, or tag it with a color. Download
it at www.widgetgallery.com.
Todoist (todoist.com): Another good-looking, free, web-based calendar and
task manager. Nice feature: its ability to nest items and create sub-to-do lists.
HiTask (www.hitask.com): Put to-do lists, projects and calendars on the web,
where you can share them with colleagues.
Toodledo (toodledo.com): Offers a full slate of ways to enter, organize and
sort your tasks.
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15
Want an endless supply of good passwords? If security is key at your workplace, the
answer is likely yes. These online tools can supply them or even store them
for you:
1.PC Tools Password Generator (www.pctools.com/guides/password/) is a
web-based tool that gives you lots of options.
2.Perfect Passwords (www.grc.com/passwords.htm) generates long, snoopproof passwords. The site guarantees that it will not produce similar letter/number
strings.
3.RoboForm (www.roboform.com) not only creates passwords but also
remembers them for you. This just might be the best tool for storing your entire user
ID and password data for websites.
Tip: If you often use someone elses PC, try RoboForm2Go (www.roboform.
com/pass2go.html). It stores your passwords on a USB drive, so no one on the host
PC will ever see them.
Track down and organize already-visited websites more easily with two smart tools
from Google:
1. Google Web History (www.google.com/history). Cant find that great website you saw last month? With Web History, Google logs every site youve visited
through a Google search. You have to be logged on using a Google account to access
the history. After that, go to:
2. Google Bookmarks (www.google.com/bookmarks). This feature installs a star
icon in your Google toolbar. When you want to mark an interesting website, click
on the star. A window pops up, allowing you to add notes to remind you why youre
marking the site or to assign a category, such as To Do,
Summer Project or Online Research. All bookmarks
BYTES
appear on your Google Web History page. Tip: Sort
bookmarks by date or category to make it easier to scan
Having trouble choosing the right font? Use
what you need.
the Esperfonto typeface selection system on
designer Will Harris site: www.will-harris.
com. Plug in a few guidelines, such as the kind
of impression you want to create (modern,
warm, cool, serious or friendly), for on-thespot font advice.
* * *
16
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spreadsheet
Tick. You can track time on specific client projects and view how youre doing
on your overall time budget. Manage one project: free; for more it starts at $9 per
month.
OfficeTime. Use on PCs, Macs, iPhones and iPads
BYTES
to track your teams progress on a project, including
who is working too much or too little. The Windows or
Brainstorm better using a free program called
Mac version costs $47.
MindMeister (www.mindmeister.com). Say
your group is brainstorming about a new prod Cash Board. Track time, send invoices and accept
uct. As the group discusses ideas (timeline,
payments online. Its free to manage two projects and
design, marketing, customer conversion, etc.),
bill one client a month and unlimited use is $10 per
you type them in, and MindMeister turns the
month plus 25 cents per client invoiced.
ideas into a visual map. During the following
Harvest. Use a PC, Mac, smartphone, desktop
weeks, team members can log in, edit and add
widget, Twitter, Gmail and other popular applications
to the map. In the end, you can distribute the
to track time. Send invoices and messages to your staff
mind map as a hard copy or an image file.
reminding them to turn in their timesheets. A single user
* * *
is $12 per month after a free-trial period.
Tap
the
marketing
power of e-newsletters
On the Job. A desktop application for Macs that
with
Constant
Contact
($15 per month;
runs inconspicuously in your toolbar. The software costs
www.constantcontact.com).
In a snap, the site
$39.95.
helps you create HTML-formatted email
Sage HRMS. This software has more sophistinewsletters, sign up visitors to your website,
cated functionality that ties time-tracking to payroll.
manage subscriber lists, find out who reads
Employees log time worked from their computer, and
what you send out and identify which of your
you can easily calculate payroll and time off.
organizations marketing tactics work.
HoursTracker. An Apple app tracks time spent on
* * *
projects and generates reports on where theyre spendPlanning
an
event?
For help, visit the sites for
ing their time. Cost: $4.99.
these publications: Successful Meetings (www.
FreshBooks. A cloud-based tool for freelancers
mimegasite.com) and Meetings and Conven
and small businesses that has built-in time billing.
tions (www.meetings-conventions.com).
Allows you to collaborate, bill different projects at different rates and tie hours worked to invoices. Free to
manage up to three clients, with larger plans starting at $19.95 a month.
You create a PowerPoint presentation and send it to five people for review. Over the
next few days, you exchange email with them about the presentation, attaching it
each time.
By weeks end, youre confused: Has everyone weighed in? Which document is
the most recent one?
It could be time for you and your boss to look into wikis.
A wiki is software that allows users to create and update web pages easily, either
through a hosted site on the Internet or on your office intranet. Teams can collaborate
on a single document in real time without having to send attachments back and forth.
Example:
At PR and marketing firm the MWW Group, 200 employees have made the switch
from email to wikis. How do they use the technology? Writers and designers use wiki
pages to brainstorm ad campaigns. The HR team uses their wikis to post benefits
information; sales uses one to track prospects.
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17
Result: Teams have doubled their productivity while reducing the number of
time-wasting meetings. Instead, employees can simply pull up a wiki on a web
browser when they need a progress report or want to change a document.
Check into these wiki options:
PmWiki, www.pmwiki.org. Free download.
MediaWiki, www.mediawiki.org. Free software wiki package.
Socialtext, www.socialtext.com. Hosted version costs $495 a year for five
users; $10 a month for each additional user.
26.
People often forget that email messages last forever and can be forwarded to any
number of people. There are services, though, that allow you to send a message with
a limited lifespan, which comes in handy when you have sensitive messages that you
dont want shared.
The best services are OneShar.es, Burn Note, Privnote, Destructing Message
and This Message Will Self Destruct, says technology writer Mike Elgan,
Computerworld.
When you use these services, you type your message on their website and they
send an email to the designated recipientnot with the message itself, but with a
link going back to the message on the website. Some services delete the message
after its been read once; others allow you to set an expiration date.
Say you want to post photos from the annual meeting on your companys website.
The trouble is, the boss has red-eye and the chairman has a large blotch on his
left cheek.
My solution? A little photo retouching using Roxio PhotoSuite (www.roxio.com).
The most popular software in the category is Adobes
Photoshop, but I find PhotoSuite is less cumbersome to
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use. Its also less expensive.
Heres a sampling of what you can do with it:
Keep spelling and grammar errors from slip Reduce wrinkles. Open your photo, and look on
ping through the cracks with WebSpellChecker.
net. Paste your text into the box provided and
the left side of the window at the clickable menu. Click
this fast tool checks your spelling and gramon Facial Flaws and select Wrinkles. (If the list
mar, then allows you to click on any word to
shows only four options, choose Show all features.)
search for synonyms and antonyms.
Using the magnifying glass with the + sign beside
it, focus on the wrinkle you want to reduce. I try to
* * *
reduce wrinkles, not remove them, so the results look
Share schedules online with Googles online
natural.
calendar program (requires a G-mail account)
at www.google.com/calendar. Adding appointDepending on the size of the wrinkle, reduce or
ments on this calendar doesnt require the fuss
enlarge your brush by using the slider on the left side
of entering start and end times, which makes
of the screen. If the person is wearing glasses, be espethe program fast and simple to use.
cially careful: Using the brush on the glass frame makes
it smear in your picture.
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Using your mouse, click and hold your cursor on the unwanted wrinkle. Follow
the wrinkle until it ends, and then release. If you dont see a noticeable difference,
enlarge the size of your brush with the slider.
If theres a stroke that you wish to remove, simply click Undo Last Stroke.
When you are finished, click Done.
Remove red-eye. Click Facial Flaws and select Red Eye Removal. Enlarge
your picture to a size that allows you to work on the pupils easily.
Using the slider, make the brush slightly larger than the red area of the eye. Click
on the red part of the eye. Continue to click until its corrected.
Brush away blemishes. Click on Facial Flaws and choose Blemishes.
Using the slider, make your brush about twice the size of the blemish.
Use the mouse in the same manner that you did for the wrinkles. PhotoSuite uses
the color of the surrounding skin to correct this flaw.
Tip: Always save a file with an alternate name before working on it. Then, you
can always go back to the original and start over.
Your boss is wondering what customers think of a new service or what incentives
employees would most value. Find the answers, pronto, using SurveyMonkey
(www.surveymonkey.com). This online tool lets you create professional-looking
surveys in a snap.
The site helps you create poll questions, step by step. When youre finished, send
a survey link directly to customers or employees, or create a pop-up on your organizations website that directs users to the survey. View results online as they trickle in,
or take the final results into Excel to create graphs.
Cool features: Customize the surveys fonts and colors. Brand your survey by
adding your company logo.
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Could your event-planning toolbox use a makeover? The following online tools
most of which are freecan give your meeting a modern edge without putting a dent
in your budget by helping you:
Announce up-to-the-minute changes with a blog. Or set up the blog as a
discussion forum for attendees. Link your organizations website to a blog, and direct
attendees there for updates.
Tool: Typepad ($8.95$14.95 per month; www.typepad.com).
Publish a schedule of events online. If you need to reach only internal
employees, the calendar on your PC or Mac will work just fine. But what if you need
to reach people outside your offices walls?
Tool: Meeting Wizard (free; www.meetingwizard.com) sends email invitations,
as well as confirmations and reminders.
Create a registration system online. Express Planner allows you to handle
registrations, surveys and email marketing, and it even processes attendees credit
cards using Payflow Pro.
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Google Docs Gadgets feature gives its spreadsheets an edge on Excel for some
tasks. Users can create animated pie charts, produce QR codes and more. Helen
Bradley ofPCWorld explains how:
Make your own QR codes. QR codes are a great way to quickly share text
info such as URLs and product data. To create a QR code in a Google Docs spreadsheet, type the text for the code into one or more adjacent cells in a column. Choose Insert > Gadget > All,
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locate the QR Code gadget, and click Add to spreadsheet. When the Gadget Settings dialog box appears,
Share your PowerPoint remotely. Jevon Fark,
drag over the cells containing the text for the code, click
OfficeTeam, Microsoft, says, To share a Power
OK, and Apply & Close.
Point presentation with a remote audience,
click Slide Show in the tool bar at the top,
Create organizational charts. First, create the
and then click Broadcast Slide Show. When
data on which the org chart will be based. In one colthe dialog box appears, click Start Broadcast,
umn, type whatever text should appear in each box in
and a unique URL will appear. Copy and send
the chart. In each adjoining cell to the right, type the
that URL to remote attendees, and voil!
corresponding information. If you want two lines of text
Participants listening on the phone can open
in a box, type one line and press Alt + Enter to start a
the link and see your slideshow in their web
second line. Confirm that the spelling of each name or
browsers.
box label is identical wherever you use it, or the chart
* * *
wont render correctly. Now choose Insert > Gadget
Adobe
ExportPDF:
Finally, a way to get your
> Diagrams > Organization Chart, and click Add to
PDFs
into
Word
or
editable text. You can try
spreadsheet. Select the cells in the two columns containthis
service
free.
Purchase
it for a low $19.99
ing the data, and click OK. Type a title in the Title box,
a year. (Note: If you plan to upgrade to Office
then Apply & Close.
2013, this feature is included.)
Create an animated pie chart. Create one by
* * *
choosing Insert > Gadget > Charts. Locate the Fusion
Need a calculator? From Google.com, simCharts Pie & Donut Widget, and click Add to spreadply type in calculator in the search field.
sheet. Click in the Range box, select the data to plot
Thats it! You dont even have to click on a
omitting the column headingsand click OK. Now
link beyond that. Just type your entries on the
select the chart type, and type a caption and subcaption.
calculator that appears. This one even has keys
Enable the Animate checkbox, and, if you prefer, enable
for sine, cosine and pi. Or, looking for someValues On and Labels On to show both labels and values
thing specific? Try Calculator.comyoull find
for each pie slice.
calculators here for loans, time, area and even
Dont be afraid to step outside your comfort zone
a graphing calculator.
when creating spreadsheets. Using Google Tools is a
great way to get your work to stand out.
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21
32.
If you already use Dropbox to store and access files no matter which computer
youre working on, you can enhance the already-cool tool with these add-ons:
Jotform.com: Use it to create a web form that allows anyone to submit
images, video or text files through your website or blog.
AirDropper.com: Say you need a bunch of image files from someone.
AirDropper sends her link to a unique upload page. Her upload goes into the Drop
box folder youve specified, without the files ever landing on your hard drive.
HelloFax.com: Edit, sign, email and fax documentssuch as contracts
without having to print or scan them.
SideCloudLoad.com: Send files straight to the cloud without putting them
on your computer first. That means you can find an ebook through your mobile
phone, then send it to Dropbox instead of your phone.
You need to show your team how you pull together monthly data, and one of the
newly hired assistants needs coaching on some online tools.
Heres an easy way to accomplish both: Screencast-o-Matic (www.screencast-omatic.com). This free online tool lets you create a video from your screen (your
screencast) and upload it to share. All you do is start recording, perform each step
on your screen, narrating through the entire thing, then stop the recording. You dont
even have to download anything to start using it.
The end product is a video that you can share by YouTube, email or on the
Screencast-o-Matic site.
Note: Before you begin, make sure you have a microphone on your computer.
Step 1: Choose what size you want the finished video. If youre exporting to a
movie file, use Full screen. But if youre going to upload the video to YouTube, opt
for HD size.
Step 2: Select your audio. Opt for no audio, if you dont have a microphone,
or select the microphone that has been detected on your computer. Hit Go.
Step 3: Youll see a frame appear on screen, which you drag to capture the area
you want to record. You can always adjust it later, as youre recording.
Step 4: Hit record. You can pause at any point. If you make a mistake or want
to record over something, hit pause, drag the timeline cursor to the point where you
want to start over, then hit record.
Keep your video under 15 minutes if youre making an MP4 format movie. If you
plan to export it to YouTube, keep your video under 10 minutes, which is the maximum allowed by that site.
Step 5: Youre done. The site then tells you your options: Export the video as a
movie, upload it to YouTube or upload it to Screencast-o-Matic.
If you upload your video to a website, you can choose to make it private, so it
wont come up in searches. You get the URL to send directly to your team or the new
hire or whomever you want to share the link.
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You can use Adobe Acrobat PDF Creator to convert old typewritten forms to digital
ones. Heres how:
First, verify that you
have Acrobat Creator, not
Form Tool
just Reader. Then, check
that the recipient has
Adobe Acrobat Reader and
can accept the documents.
Next, scan in your
form as a PDF document,
or download one from the
Internet for this exercise.
Open your document in
Adobe. Decide where you
would like information to
be entered. Click on the form tool button, and draw a box in the space where information will be entered.
A window will come up so you can set the field properties. You must assign a
field name, and you should give it a description.
As with Access or Word, you can set the font, border color, alignment and format
(currency, date, etc.). You can also have Adobe do calculations for you, which is
useful for invoices. You can make a field Read Only or Required, meaning that
a value will have to be entered before someone can move forward in the document.
When youve finished setting up fields, you can add security to the document.
Example: You can require
a password to open the
document. You can also
restrict printing, changing the document, adding
fields and comments.
After you have added
all the appropriate fields,
save the document with
a different file name, so
you have the original as a
backup if you need it later.
Now you can email it
to anyone who has Adobe
Acrobat Reader, and he or
she will be able to open
and complete your form.
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23
Computer skills are key for succeeding in the current business climate, writes John
Patrick Pullen, Entrepreneur. But even if you didnt study computer science in
school, fear not; there are a number of free online resources that can help you get
up to speed. Heres a sampling of some of the best websites for improving your
knowledge:
HP Learning Center: HP is a veteran in the online-instruction space; its
Learning Center has been around for more than a decade. It provides guidance on
topics such as how to fix a laptop and how to choose colors for marketing materials.
Code Academy: This website, launched in 2011, can help you learn some
programming basics through interactive lessons.
Google Code University: This resource provides more advanced programming instruction and gives guidance on topics such as online security and Android.
Inbound Marketing University: Learn how to refine your marketing skills
by learning about blogging, search-engine optimization and other subjects.
iTunes U: Apples educational program, which has been around since 2007,
can help you learn how to create iOS apps.
MIT Open Courseware: The next best thing to attending the Massachusetts
Institute of Technology includes courses on computer programming.
TED: See lectures about innovation, technology and other themes.
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You cant do much in Excel if you store dates and times as text. When you store them
as numbers, though, endless possibilities exist, according to Gini Courter and
Annette Marquis of Triad Consulting.
For example, you can:
Add days to a projects beginning date to calculate the completion date.
Determine how many days fall between two dates.
Sort dates in chronological order.
Subtract a tasks start time from the ending time to determine how long it took
to complete the task.
Excel includes both text and numeric formats for dates and times, but the text
formats are mostly for exporting data to other applications, says Courter. In Excel,
dates and times should be stored as values rather than text.
Here are some of Excels most useful date and time functions:
Function Description
Syntax
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25
You may have heard that Excel Pivot Tables are too difficult and should be
attempted only by the most advanced users. Not true! Pivot Tables are easy to create
and you can use them for everything from answering simple questions to performing
complex analysis.
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Do others sometimes accidentally delete
the formulas you spent hours creating? You
can safeguard them by applying the lock cell
format option and protecting the work sheet.
Actually, all cells in a work sheet are automatically formatted as locked. Select the cells
you want your users to enter data and rightclick. Choose Format Cells, then the Protection
tab. Uncheck the Locked checkbox. Right-click
the work sheet tab and choose Protect Sheet.
You will be able to enter a password. Now, no
one can change protected cells unless they
know the password.
* * *
Getting started
Click on any one cell in the middle of your data to create your Pivot Table. On the Insert tab, Tables group,
click the first button on the left labeled Pivot Table.
Verify that the dialog box shows the
complete Table/Range. Click OK on
the next dialog box. Thats it! The easiest thing that can go wrong is that you
clicked in the wrong place. If you dont
see your full range in the Table/Range
field, hit Cancel, go back and make sure
you did not click outside your data in a
blank column or row or that you have
not selected (highlighted) multiple cells.
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Now what?
Think of the big box below as your canvas, the field list on the right as your paint
and the four boxes in the lower right as your
brushes. First, you need paint on the canvas.
The example shows fourth- and first-quarter
data, in that order, by product. Click those
boxes in your paint box. Now, using your
brushes, click and drag fourth-quarter
above first. Voil! Youve created a Pivot
Table!
Youll notice filter arrows in the canvas pivot report section. Hover over the
field names in the paint field list. Use
these to further narrow the piece of the
world you want to see.
Say youre trying to use an Excel spreadsheet to track weekly wages for office
employees. Its simple enough to create a formula (hours hourly rate) that calculates wages for someone who works 40 hours or less. But what if someone works
45 hours one week?
Thats when you need the IF function in Excel, says Annette Marquis of Triad
Consulting. Use the IF function when you want Excel to apply different formulas to
a cell, based on what content you type in that cell.
In the example above, you need a formula that can calculate wages for the first
40 hours, then calculate time-and-a-half for the other five hours. Other ways to use
the IF function: figuring out commission rates that vary based on total volume, or
allocating vacation days based on seniority.
Heres how to set it up,
A
B
C
D
E
using the first example:
1.Start an IF func
tion 1 ABC Inc.
in cell E5. From the top 2 Payroll: Week Ending April 26
bar menu, select Insert > 3
4 Last
First
Hours Rate
Gross Pay
Function > IF.
5 Jones Bill
40
15.25
2. Youll see a window
6 Smith Janet
48
15
pop up with three fields: 7 Wilcox Elizabeth 44
15
logical test, value if true 8
and value if false.
3. In the logical test field, tell Excel what you want it to look at. In this case,
you want it to determine if the hours worked (column C) are over 40. Type C5>40.
4.In the value if true field, tell Excel what to do if the hours are over 40:
Calculate the first 40 hours at the regular rate. Subtract 40 from the total number of
hours worked. Then multiply the remaining number by time and a half (1.5 times
rate). That formula would look like this: 40*D5+(C5-40)*D5*1.5.
5. In the value if false field, tell Excel what to do if the hours are not over 40:
Use the standard hours-times-rate formula. That formula would look like this:
D5*C5.
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27
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Whats the best way to paste an Excel
chart into PowerPoint 2010? After selecting
your chart in Excel and copying it (Ctrl+C)
in PowerPoint, choose Click to add text.
This puts the chart inside the placeholder
when you paste (Ctrl+V). You will see a Paste
Options box in the lower right corner of your
pasted chart. In Office 2010, you get Paste
Preview icons instead of menu choices. The
first two icons allow you to embed the entire
workbook. The next two allow you to link the
workbook to the original file. The last option,
Picture, pastes just an image. If the workbook
is large, consider linking it instead of embedding it. However, updates will not be made if
the recipient doesnt have access to the original workbook. It will simply contain the last,
best version of the chart. Or, choose Picture.
Destination formatting options will use colors
from your PowerPoint chosen Theme. Source
formatting will have it looking exactly as it did
in Excel.
problems
Say you have pulled all the data you need from your data
extract, but the piece you really need is included in a
larger text string. The functions LEFT, RIGHT and MID
are perfect problem solvers here. Lets also say that in
addition to this combined customer account number, you
also need the routing number (first nine digits), account
type (next four digits) and account identifier (last seven
digits). Heres a possible solution using these functions.
Cell A1 contents 07100159912140101999:
=LEFT(A1,9) = 071001599 On the left of A1, return nine characters.
=MID(A1,10,4) = 1214 In the middle of A1, starting with and including the 10th
character, return four characters.
=RIGHT(A1,7) = 0101999 On the right of A1, return seven characters.
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3. Duplicate records
The Remove Duplicates tool, found on the Data tab, Data Tools group, is the easiest
way to get rid of duplicate data.
If each column in one record has to match each column in another record to
qualify as a duplicate, its just two clicks away. Click the button and confirm by
clicking OK.
If your duplicate is based on only a few columns, then use the check boxes to
indicate which columns you want Excel to examine.
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29
Optimize PowerPoint
Presentations
Using PowerPoint visuals that only Einstein could decipher doesnt make the presenter
look smarter. Complicated visuals will cause an audience to focus less on what the
presenter is saying and more on trying to figure out the images.
So, when creating a PowerPoint presentation, follow these seven rules for keeping visuals clear and powerful:
1. Follow the six-by-six rule: Use no more than six words per line and no
more than six lines per visual.
2. Apply the billboard test to each slide or transparency: Could people read
and understand the information while driving?
3. Realize that people may forget lists, but theyll recall images. Just make sure
you dont overdo the graphics.
4. Avoid using chart junk, all those fancy shadings and patterns in most drawing software. Youll create the Two C effectcomical and confusingby trying
too hard to jazz up a chart.
5. Think thin when deciding on line thickness and discreet when picking
colors. Reason: Thick lines and garish colors will distract readers.
6. Use the one principle: Limit each visual to conveying one idea, one concept or one point.
7. Put it to the one-minute test: If the audience will need more than 60 seconds
to figure it out, its too complex.
Themes
Background: Begin by choosing a Theme. For a cleaner look, click the Background
Styles button in the Background group. You might be tempted to start making custom color choices here. But wait until after the selection of Theme colors. If you
intend to use a custom image on your slides, choose Format Background from the
Background Styles button and then Picture Background for one or more Layouts.
Do this before choosing your colors and fonts. This avoids a lot of rework because
of poor contrast between text and graphics.
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Common elements
Logos: Some organizations choose to put the logo on the actual Slide Master slide
(top left slide in the Slide Master view). A better approach might be to strategically
place the logo on both the Title and Content Layout. If other layouts are commonly
used, add it there as well.
Calls to Action: If you would like your audience to visit a website, dial an 800
number or take an action, put it in the bottom right corner of the slide with Word
Art. This position is where the eyes will repeatedly come to rest as your audience
scans the slide.
Custom Layouts: Here are some suggested custom layouts to consider for your
Slide Master. Having these in place will create less work for your users.
3-Column
No Logo Title and Content
Large Content Area (for charts and graphs)
Content: Close your Slide Master and save it as a PowerPoint Template file type
(File, Save as PowerPoint Template). Before closing your template, add slides
that will be needed by all presentations. Here are a few suggestions to consider:
Copyright notices and disclaimers
Whos Who in the organization
Thank You with final call to action or slogan
Office locations
Clients and partners.
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Sure, bullet points come in handy when creating a PowerPoint presentation. You can
cover a lot of ground quickly and keep track of what youve done.
But do bullet points help you tell a story?
No, says Cliff Atkinson, author of Beyond Bullet Points (Microsoft Press). And
telling a story is the most powerful way to turn complex ideas into something grabby.
To turn your presentation into a story:
1. Write a clear headline that explains the main idea of every slide. Avoid putting a title at the top, such as Marketing Objectives. Instead, summarize the overriding idea of the slide in crisp, conversational language, such as We can regain
profitability by launching a new product.
Set each headline in 40-point type, and limit yourself to two lines. That way, people can read it from the back of a room.
Tip: Look at your slide, then turn to someone else and tell him or her the main
idea of the slide. Thats your headline.
2. Break up your story into digestible bites by referring back to the Slide Sorter
view often. That way, you can scan all headlines at once and see how your story flows.
When you run across a slide that tries to say too much, break it up into more slides.
3. Use visuals with your words, instead of words alone. Its common to see
slides filled with bullet points and no visuals besides a logo and a colored background. But people learn better from words and pictures than from words alone.
4. Remove every element from a slide that doesnt support the main idea. If
you put too much on a slide, people quickly become overwhelmed, Atkinson says.
Tip: Remove corporate logos unless you think people will forget who you are.
Delete patterned backgrounds in your PowerPoint template that have nothing to do
with the content of your slide.
Color
Since PowerPoint 2007, we
have had the Recolor options,
allowing the entire picture to
be changed to a single color,
such as sepia. Recolor options
(Picture Tools Format contextual tab, the Adjust group
Color button) now include
various black and white selections, as well. Choose Washout to have a picture
become a background on a single slide or one of the lighter variations of a single
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Artistic effects
Would you like your photo to resemble a work of art,
like a watercolor or pencil sketch? In Photoshop, these
are called filters. PowerPoint doesnt offer as robust a
selection as Photoshop, but it does offer many creative
choices. Click the Artistic Effects button to choose. The
gallery allows you to hover over a selection and see
what the effect would be on your photo. To make it look
more like an illustration, try Cutout or Line Drawing.
For something a bit more psychedelic, try Glow Edges
or Plastic Wrap.
Remove background
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Pick up cool tricks and tips for PowerPoint
each week by visiting this easy-to-digest web
log: Brainy Bettys PowerPoint Tips & Tricks
(bettypowerpoint.blogspot.com/).
* * *
* * *
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Most people get so caught up formatting each PowerPoint slide with color, fonts, etc.
that they end up frittering away time time they could spend sprucing up the ideas
and images in the presentation itself.
Sound like you?
Instead, use the slide master to set the slides look once and to keep it consistent
throughout the presentation. Do that before creating any slides.
Heres the step-by-step:
Under View, click Master to display the slide master.
Choose the color scheme. Under Format, click Slide Design, then Color
Schemes.
Nail down your font. Select the text in the placeholder, click Format, then Font.
Set up your layout by sizing and moving the text placeholders.
Drop in any logos or other elements that you want to appear on each slide.
Now, each slide practically designs itself. If only the rest of your work could be
this easy!
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35
In the face of rising travel costs, you might suggest swapping a pricey off-site meeting
for a low-cost conference call. Three resources:
1. FreeConferenceCall.com (www.freeconferencecall.com). Sign up swiftly
with your name and email address, then invite up to 96 callers for as long as six hours
per call. Simply provide attendees with an assigned phone number and the meeting
ID number.
Cost: Each participant is billed for a long-distance call through his or her own
phone service. Or, you can pay for a toll-free service at 6 cents per minute.
2. ConferenceCall.com (www.conferencecall.com). Choose from a wide range
of solutions, including operator assistance and coordination, plus call-recording services.
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Cost: 19 cents per minute, paid by the caller.
3. Audio Web Conferencing Inc. (www.audio-webCollaborate with Vyew. Host an Internet sesconferencing.com).
Receive a 100-minute free trial with
sion with far-flung colleagues and work together
any
sign-up.
After
that,
the company charges credit cards
on a project in real time. The Vyew web conferon
a
per-minute,
per-connection
basis. Best for small,
encing platform provides a simple whiteboard
to upload documents for discussion and share
high-level conference calls.
your desktop. (Free for up to 20 live participants; www.vyew.com.)
* * *
3 tools
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Of the millions of iPhone users in the United States, most are unaware of the
advanced shortcuts that can make them more efficient. Here are six ways to boost
your productivity, according to Sam Grobart, The New York Times:
1. Activate Voice Control by pressing and holding the home button. Once
activated, you can use Voice Control to make a call (Dial 202-555-0000), play a
song (Play artist Dave Brubeck) or find out the time (What time is it?).
2. Speed up your online search. Normally, to launch a browser, you wait, then
enter the search term, then launch your search.
But theres a faster way. When your home screen first appears, swipe from left to
right across the window to pull up a search screen. Enter your search term, then hit
Search the Web or Search Wikipedia. No need to launch a browser.
3. Save an image from a website by simply tapping and holding your finger
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37
BYTES
Stumped by text messages from a number you
dont recognize? If you dont feel safe replying,
get a text-message trace report. TraceText.com
will tell you, free, where the caller is located. For
a fee, the service provides a report that contains
the cell phone owners name, address and
household information.
* * *
Smartphones as scanners. Newer smartphones have such good cameras they can double as barcode scanners. That means while
shopping, you can use your phone to compare
prices on the spot. An application called
ShopSavvy is available for both the iPhone and
Android. Scan a barcode to get prices from all
over the web as well as retail outlets near you.
Google Shopper is a similar application on
Android.
* * *
* * *
For iPhones:
JotNotScanner: Because its free, this app is a
good starting point. Grid lines over a photographed
image help you level the image; you can also zoom in
for a closer look. Multiple pages can be combined into
one document.
Pro version, JotNotScanner: With even better
features, it gives you the ability to export images to
Evernote or Dropbox.
TurboScan and ScannerPro allow you to open
your scanned documents as a PDF, send them by email,
print them or upload them to Dropbox and Evernote.
For Android:
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Download Templates
or Create Your Own
The monthly department meeting is next week, and youve already heard from four
people who want to appear on the agenda. You expect a few more to chime in.
Its your job to create an agenda that affords adequate time for each item, as well
as to make sure the meeting runs smoothly and ends on time.
Your best approach? Annette Marquis, co-owner of TRIAD Consulting, recommends building an adjustable meeting-agenda template in Excel.
This simple worksheet automatically manages start and end times, she says.
When you add a speaker at the last minute, time allotments for other items adjust
automatically.
Heres how to build one:
Create your title and headings (location, date, etc.) for the top of your agenda
template.
Enter column headings, beginning with Start, End and Time (or
Length). You might also wish to add columns titled Item and Presenter. Your
worksheet should now look like the example below.
A
1
2 Title:
3 Location:
4 Date:
5
6
7 Start End
8
9
Meeting Agenda
Time
Item
Contact
Select the Start, End and Time cells in the worksheets first row (cells A8, B8
and C8 in the example above).
Click Cells on the Format menu.
Click Time in the Category list on the Number tab.
Click 1:30 p.m. in the Time list, and click OK so the cells will display time
entries.
Click the first cell in the End column and enter this formula:
=IF(ISBLANK(C8),,A8+C8). This formula will calculate end times for each agenda item, based on how long each item will take.
Click the cell in the second row of the Start column, and enter this formula:
=IF(ISBLANK(B8),,B8).
Copy (or fill) the formula in cell B8 to cell B9.
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39
Before adding formulas to subsequent rows, test the worksheet. Enter a start time
in the first cell under Start. Then enter a time value under Time.
Example: If the meeting start time is 2 p.m., and the first agenda item will take
20 minutes, enter 2:00 p.m. and 0:20. You should see 2:20 p.m. appear in the End
cell of the first row and in the Start cell of the second row.
If you frequently write letters to the same few people, having documents that are
partially formatted with dropdown menus can save you the hassle of copying and
pasting from old documents all the time. Helen Bradley of PCWorld explains how:
Find Words Content Controls. The control panel is accessible only from the
Developer Tab, which is disabled by default. To enable it in Word 2010, choose File
> Options > Customize Ribbon. In the right panel, locate and click the Developer
checkbox and click OK.
Select a date using the Date Picker Control. This tool creates a space where
a date can be entered through just a few mouse clicks. It displays a small calendar where users choose a date into a placeholder. Click the Calendar Icon in the
Customize Ribbon, then turn design mode off. The placeholder should pop up in
the document, and from there you can format the display.
Insert pre-formatted text. The text placeholder allows you to insert prewritten messages into documents with ease. The text can be preformatted if you prefer
a certain style.
Create a list of options. The line item placeholder saves a list of common
words, such as Dear (Sir, Madam), for easy accessibility. Simply click Properties,
Add, and type an entry for the list. You can format the list so that it cannot be
deleted, and the text can be assigned specific styles and titles.
Create checklists. Click the Check Box Content Control and then click
Properties. This can be formatted a number ways, such as a standard check or X
inside a box, or some other symbol.
When saving your document with Controls, dont forget to choose File > Save As
> Save as Type, and choose Word Template (*.dotx). There many ways to use the
content controls to save time on data-entry tasks, such as memos, fax covers, letters
and so on.
54.
Templates can make your life easier in two ways. First, hundreds of templates
already exist that you can use. Second, you can save your own custom templates
either from your workbooks or by customizing a commercial template.
Finding templates
By clicking on the File tab and selecting New, youll notice a variety of template
categories to choose from. Click Sample Templates at the top to reveal templates
already installed on your computer. The lower portion of the screen reveals the template categories available from Office.com. You can also type in search criteria into
the Search Office.com field for templates.
40
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Preparing travel plans can be one of the more frustrating activities inthelife of an
administrative professional. Thats why we were so excited when one of our longtime Administrative Professional Today readers, Lawanda Titshaw, submitted her
helpful Travel Arrangements Form. (See sample form on page 43.)
To access the travel form online, go to: www.adminprotoday.com/travel_
arrangement_form.
Staff members wont need to constantly interrupt your work to discuss an assignment
if you create a simple form they can complete to request common tasks. An
Administrative Professional Today subscriber, Sue Watz provided a sample form.
(See sample on page 44.)
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41
Need a simple way to track employees travel preferences, such as whether they need
smoking or nonsmoking rooms, which airports they prefer flying out of or whether
they like aisle or window seats?
A subscriber to our Admin Pro Forum, Luann Poch, offers an Excel document
with sections for information on the travelers preferences, credit cards, memberships and passport informaBYTES
tion. The Excel form is generic enough to allow users
to replace information with whatever they need to keep
Want to send the same email to different
contacts? Create a template in Outlook. After
on hand, she says.
composing the email, click the Office Button,
You can access the form at www.adminprotoday.
Save As, and in the Save As Type field choose
com/travel_profile_form. (See sample on page 45.)
Outlook Template. Then choose Use Form from
the New button at the bottom. You may need
to change the Look in field to show User
Templates in the file system.
* * *
Administrative professional Debra Lara created a onepage summary ofweekly projects. Color-coding shows whether projects are complete
or in progress, and Lara leaves space for questions to and comments from the boss.
(See sample on page 47.)
42
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TRAVEL ARRANGEMENTS
FORM
59 Technology
Tips for the Administrative Professional
Name:
Dates of Travel:
Travel Destination:
Conference/Seminar:
Airline Information
Airline:
Cost Of Ticket (Est.):
Departure
Date:
Departure
Date:
Departure
Time:
Departure
Time:
Flight #:
Flight #:
Phone #:
$
Total Cost:
Confirmation #:
Hotel Information
Hotel Name:
Address:
Cost Per Night:
Confirmation #:
Phone #:
$
Number Of Nights:
Total Cost:
Totals:
Breakfast
$
$
$
$
$
$
$ 0.00
Lunch
$
$
$
$
$
$
Dinner
$
$
$
$
$
$
$ 0.00
Totals
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
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43
DATE/TIME
NEEDED
DATE
COMPLETED
DATE/TIME
NEEDED
REQUESTED
BY
REQUESTED
BY
WORDPROCESSING
DATE
COMPLETED
WORDPROCESSING
DRAFT
DOUBLE SPACE
DRAFT
DOUBLE SPACE
FINAL
OTHER
FINAL
OTHER
COPYING
PAPER
COPYING
SINGLE SIDED
WHITE XEROX
_________
DOUBLE SIDED
BLUE
Code________
COLLATE
STAPLE
OTHER_______
# of copies
SPECIAL INSTRUCTIONS/DISTRIBUTION
PAPER
SINGLE SIDED
WHITE XEROX
_________
DOUBLE SIDED
BLUE
Code________
COLLATE
STAPLE
OTHER_______
# of copies
SPECIAL INSTRUCTIONS/DISTRIBUTION
COMPLETED
BY
COMPLETED
BY
DATE/TIME
NEEDED
(no ASAP please)
DATE
COMPLETED
REQUESTED
BY
DATE/TIME
NEEDED
(no ASAP please)
DATE
COMPLETED
REQUESTED
BY
WORDPROCESSING
WORDPROCESSING
DRAFT
DOUBLE SPACE
DRAFT
DOUBLE SPACE
FINAL
OTHER
FINAL
OTHER
COPYING
PAPER
COPYING
SINGLE SIDED
_________
DOUBLE SIDED
BLUE
Code________
COLLATE
STAPLE
# of copies
WHITE XEROX
COMPLETED
BY
44
SINGLE SIDED
WHITE XEROX
_________
DOUBLE SIDED
BLUE
Code________
COLLATE
STAPLE
OTHER_______
# of copies
OTHER_______
SPECIAL INSTRUCTIONS/DISTRIBUTION
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PAPER
SPECIAL INSTRUCTIONS/DISTRIBUTION
COMPLETED
BY
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45
Name:
Car Rental
Dietary Preferences?
Date of Expiration
Number
Card Type
Window or Aisle?
International
Domestic
Airline Preference(s)
Travel Coordinator:
Department Head:
Email Address:
Passport Information
Number
Cellphone:
Office Telephone:
Office Fax:
Home Telephone:
Title:
Home Address:
Office Address:
Date of Profile
Employee Name
Travel Profile
Exp Date
46
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(not including all tasks)
Done
04/12/13
to be published this
week
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04/12/13
04/12/13
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call manufacturer?
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47
B59AP1304