One of the most challenging responsibilities for an assistant is remembering it all. Each day we are told through hallway conversations, text messages, emails, and phone calls about details we need to remember, follow up on, or complete by any given date. Some of these tasks are due that day, others in six months, and even others are simply to just “file away for later”. Hilariously, a close friend and former assistant used to keep a file in her cabinet called “Stuff I was Told to Hold on to”.
New assistants ask me how I remember all the things I am told each day (unfortunately, I don’t and still am learning new ways to make sure I don’t forget). We all have to figure out the best system for us, but here are some routines and resources that have really helped me along the way:
I carry my phone with me everywhere, so if I have a hallway conversation, I don’t even expect to remember by the time I get back to my desk. Instead, I add a note in my Google Tasks app so I can check it off when I get to it.
If I receive a text, and it’s…
something I need to do, I will copy and paste it to my Google tasks
something I need to follow up with someone else on, I will either copy and text that person immediately, or email to myself to take care of when I can give it my full attention
If it’s an email that I need to get more details about before responding, I will print it for when I get to meet with my boss OR I will flag it to go over later
Any receipts I get, I put in a red folder to reconcile on the 2nd of the month.
Any papers for my boss, I put in a blue folder that I bring in to our meetings to review.
I keep a notepad at my desk when I am overwhelmed to jot down notes that randomly come to mind but I don’t have the minute to address.
Recently I have started trying to do these two things at the end of each day, which have been game changers for my forgetfulness:
I review all the text conversations I have had (Apple, please make an “unread” option in your iPhone texts!) that day to make sure there wasn’t anything that I overlooked.
I have a 10 minute mind unload when I review the day and conversations I had, asking the Holy Spirit to bring to mind anything I forgot to complete. It is amazing what a kind and gentle helper He is in my weakness.
This is not a full proof system, but it has helped me greatly in remembering everything that comes my way throughout each day.
Your Turn: What ideas and resources do you use to help you remember it all?