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How to get organized at work with a Tickler file system

Is it difficult for you to learn to organize yourself at work? Your daily activities and follow-ups can generate an incredible amount of paperwork, which can be a serious obstacle to getting organized. A tickler system can remind you of all your important follow-ups and other tasks that will need your attention in the future. This is how you should use your tickler filesystem.

Set up your tickler system

Looking for a plan on how to get organized at work? Start with setting up your tickler system. To run this system, you’ll need to purchase plastic tabs, hanging files, and containers to store them. Use an accordion file to set up your tickler system. The file needs a tab for each day of the current month (1-31), and also tabs for each month of the current year (January – December). You’ll customize the next section based on your needs at work. Behind the accordion file you will have hanging files with tabs. These hanging files can be specific to the recurring actions that best describe your job. This could be any number of shares. For example, calls to be made, calls expected, bills to be paid, data entry, expense reimbursement, reading, writing, etc.

I think there are two main reasons why people collect paper everywhere instead of putting it in a filing system. They are terrified that they will never find their papers again is the first. Customize a system specifically with your needs in mind and you’ll never lose paperwork again. And second, they don’t want to act on the paperwork, they’re procrastinating! A tickler system will make the action simpler and easier. When you know exactly what you have to do for the day, you won’t be so afraid of quiet.

You have to check your tickler file system every day. Checking daily is the only way the system works! I recommend this method to develop a habit; schedule a daily appointment with yourself. Write it down on a paper calendar or set an alarm on your computer or phone. Whatever works for you to be reminded to check your tickler file daily for a whole month. After a month it should be an automatic habit. If it starts to crash and lose days, reschedule a time on your calendar. This is you making a real commitment to get organized at work.

Find a place for your tickler system that is convenient to check in every day and also to file things in it. For you, this may be a desk file frame or your desk drawer. Your system needs to be easily accessible if you want to avoid more paper piling up around you. An easily accessible system means you no longer put off archiving. You have created a home for all the papers that accumulate on your desk or even on the floor! Phone messages, invitations, tickets, bill receipts, claim stubs, and anything that requires future action on your part will find a home in your tickler system!

Are you developing a plan for how to get organized at work? The first step should be to start a tickler filesystem. Doing this will put your daily activities at your fingertips. You can file those little pieces of paper, phone messages to return, tickets to an event, etc. in your tickler system. Losing a paper once filed will be a fear of the past. You will have it the exact day you need it again! Using your tickler file system on a daily basis at work will make you more organized.

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