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Creating Effective Forms, Templates, and Checklists
Price:
Included with Professional Membership
0.1 CEU - 1 hour
Do you ever struggle to stay on top of all of the projects, meeting requests, and tasks that cross your desk? Do you ever forget the details associated with each of those projects or requests? Has something ever slipped through the cracks because you lost track of it, or didn’t have a good method of follow-up to support your hectic office environment?
If you answered yes to any of these questions, it’s time to create some forms, templates, and checklists to keep you better organized.
During this session, you’ll learn:
- The purpose of forms, templates, and checklists.
- What to convert into forms, templates, and checklists.
- How to create effective checklists.
- How to create useful forms.
- How and when to create a reusable template.
About Julie Perrine: Julie Perrine is an executive assistant turned founder of All Things Admin. She is an enthusiastic trainer, author, Certified Myers-Briggs Type Indicator Administrator, and perpetual planner. As an advocate of the administrative profession, Julie encourages admins to be prepared, hone their skills, and always keep their minds open to new career opportunities.
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Published:
February 7, 2025
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Webinar FAQ's
What online training is included with ASAP Membership?
You must be a Free or Professional Member to attend webinars. Certain webinars are exclusive to Professional Members ($199/year). Courses and workshops are not included with Membership. Learn more about the differences between webinars, courses, and workshops here.
How do I access my webinar, course, or workshop?
Live sessions: You’ll receive a confirmation email from ON24, but your order confirmation email and Order History > Order Details will have a direct link to join as well. | On-demand: The post-checkout screen, your order confirmation email, and Order History > Order Details will have links to the on-demand materials.
Will I get a recording and certificate?
Yes! Both the recording and certificate can be found under Order History > Order Details. For live sessions, please wait 1 to 3 business days after the live session for these materials to be uploaded (you’ll receive them via email as well). If you can’t attend the live session, you will still receive the recording.
Read more FAQs here.
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