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5 Organizational Tips to Succeed in a Clerical Role

Updated: May 22


The best clerical workers know the value of an organization. These workers recognize how to get the most value out of the time and resources at their disposal. And, they understand organizational tips that they can use to thrive in any company at any time.


Organizational Tips Every Clerical Worker Needs to Know


Here are five important organizational tips that you can use to succeed in a clerical role.


1. Establish Priorities

Figure out what needs to get done during the workday. Then, prioritize tasks based on importance. Ensure the most important tasks are completed first. From here, you can complete task by task over the course of your shift.


In addition, make a work task list. Your list can help you stay organized. Plus, you can use check-off tasks from your list as you complete them.


2. Look at How You're Using Your Time

Audit how you spend your time at work. Next, identify ways to automate or consolidate work tasks whenever possible. This can help you free up time that you can use to complete high-priority tasks.

Of course, don't forget to take breaks throughout your work shift. Regular breaks give you opportunities to refresh your body and mind. Following a break, you can return to your clerical work feeling ready to perform your best once again.


3. Take Advantage of Calendars and Planners

Use a calendar, so you can map out work tasks that need to be completed daily, weekly, and monthly. It can be beneficial to set up a calendar in an office or workspace where you can view it with ease at your convenience. You can also leverage a digital calendar that is accessible on your smartphone, tablet, or computer.


Along with a calendar, it helps to invest in a planner. You can use your planner to organize tasks and jot down notes during your workday. Your planner can ultimately become a valuable resource that helps you become more organized than ever before.


4. Eliminate Clutter

Remove unnecessary items from your workspace. This ensures you'll have no trouble finding items you need to complete everyday work tasks.


Also, get rid of any duplicate documents or files in your workspace. And, make digital copies of documents or files, so you can remove the paper versions of them from your space.


5. Manage Your Phone Calls and Emails

Take a few minutes every day to review your phone calls and emails. This gives you a chance to respond to any messages you may have missed.


You can also sort emails and voice messages into categories. That way, you can organize them in a way that makes it easy for you to find them.


Want Additional Organizational Tips? Ascend Staffing Can Help

Ascend Staffing is happy to provide a wide range of organizational tips to clerical workers and others. We can put you in contact with top companies in search of quality job candidates to fill clerical roles, too. To see what clerical roles are currently available in your area, check out our job board today.

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