TL;DR
Digital Tools for Organization
Several digital tools are frequently recommended for maintaining organization in the office. OneNote is popular for note-taking and organizing thoughts, though some users wish it had better integration with reminders [1:1]. Slack is widely used for team communication, with channels set up for different departments to streamline discussions
[3:1]. Google Docs is another essential tool for document management, allowing teams to collaborate and share information easily
[3:1]. For task and project management, Teamhood and Trello are mentioned as effective tools for tracking tasks and distributing work across teams
[3:1]
[3:3].
Physical Tools and Office Supplies
Physical tools also play a crucial role in office organization. Many users emphasize the importance of ergonomic furniture, such as chairs and split keyboards, which can significantly enhance comfort during long workdays [5:1]. Notebooks remain a staple for jotting down notes and tasks, with some users preferring a bullet journal style for organizing their daily activities
[4:4]. Multi-colored pens help visually organize notes by categorizing information using different colors
[4:3].
Hybrid Solutions for Office Management
In hybrid office environments, consolidating multiple tools into one platform can reduce chaos. Archie is mentioned as a promising solution that combines room booking, desk reservations, and visitor check-ins into a single platform [2:1]. Users who have consolidated their tools report less tab-hopping and smoother operations, although reliance on a single tool can pose risks if technical issues arise
[2:1].
Task Management and Productivity Enhancements
For those working in governance, risk, and compliance (GRC), having a central location for tasks, deadlines, and notes is critical. Visual project management tools like Teamhood offer Kanban and timeline views to prioritize urgent tasks without overwhelming users with checklists [5:1]. Additionally, AI tools like Copilot can assist with taking meeting notes, further enhancing productivity
[5:4].
These tools and strategies collectively contribute to a more organized and efficient office environment, catering to both digital and physical aspects of work life.
Hi everyone,
For those of you working in governance risk and compliance, what are your must-have tools for staying organized and productive day-to-day?
I’m talking anything from your favorite daily planner to electronic tools like iPads, certain types of desks or chairs, specific mouses or keyboards, sticky notes, or anything else that makes your job easier.
I’m just starting out in GRC and want to set myself up for success from the beginning, but I have not found many articles or guides on what people actually use in real life. I’d love to hear your recommendations and what you swear by.
Jira full of tasks, Calendar full of meetings, Google Doc named "Dear Diary"
The "Dear Diary" Google Doc is too real.
But seriously, for GRC organization - this is what you need if your compliance platform doesn’t take care of this for you. If we really had to DIY the stack:
The underrated one: a "decision log" document. Every time you make a risk acceptance decision or choose one control over another, document why. Future you will thank present you when the auditor asks "why didn't you implement control X.Y.Z?"
Pro tip: whatever system you use, make it shareable. The bus factor in GRC roles is real, and nobody wants to decipher your personal organization system during audit season.
But this is also exactly why we built Delve — so you just take a few actions and know that you have ongoing security monitoring.
AI detected, "opinion" disregarded.
i use a physical notebook religiously to write my to-do tasks for the day - any tasks i don't finish move on to the next day's tasks. i also use the Microsoft Notes app on my laptop to write down any general notes/learnings and create different notebooks based on topic so everything is separated and easy to find.
I got a remarkable for this - second hand markets pretty good for these - and i love it. the tech is great. Theres an adoption curve! - but once you get it i find it amazing.
microsoft excel
Spreadsheet
This doesn't help with keeping organized, but my logitech mouse has a weighted scroll wheel and every mouse should have that feature. I'll never buy one without it again. So much nicer to use. For organization, I use One Note but I wish it incorporated reminders somehow since I also set a ton of reminders. Maybe it does and I just don't know how to do that. It may well have a ton of features I'm not aware of. 🤔
Hybrid offices are supposed to be flexible, but for us it’s turned into a juggling act: one app for room booking, another for desk reservations, another for visitor check-ins. It feels like tool overload. I’ve been looking into Archie because it combines all of that into one platform and is often listed as some of the best hybrid office software. But I’m curious: has anyone here actually consolidated into a single tool? Did it boost productivity, or just move the chaos into a different dashboard?
Man, I feel this. Hybrid office life was supposed to make things easier but now it feels like I’m logging into a new app every time I just wanna book a damn desk 😂. We tried consolidating into one platform and honestly it was a game changer less tab-hopping, people actually showed up to the right desk/room, and visitor check-ins weren’t such a circus.
Downside: if that one tool glitches, you’re screwed lol. But overall? Way less chaos. I’m low-key curious if Archie really lives up to the hype tho 👀 anyone here using it?”
No
Hi guys, do you have any organizational tools that you use everyday?
Also, what advice could you give me in order to handle the distribution of tasks per department because one of my tasks is to distribute the action items on every meeting to each department.
Let me know your thoughts.
OP, your first question is very broad, I could probably write for hours on different tools/techniques I use. Could you clarify as to what you are trying to organize? Hard files, digital files, emails, meeting requests, multiple Execs?
As far as the question about distribution, it's hard to say because it really depends on exactly what you are distributing and in what format you have to distribute it in.
I have used Trello in the past - it's helpful because each person can have a separate board and delegate tasks to others. It's a great collab tool, depending on your org though they may not allow it - it's an Atlassian product and the format is a Kanban board.
Slack for chatting. Each team/department has a channel. Open for everyone.
Google docs for document management. Each team/department has a folder. Open for everyone.
Teamhood for task and project management. Each team/department has a workspace. Might not be open for everyone.
By having this trio, I can easily distribute work related content. I ensure that procedures are clear and informed to everyone so people can find things easily. Everyone in the organiztion use these three tools daily. There are of course more tooling around, but those are not daily, so skipping.
What do you feel like you couldn't live without while doing your job?
Staple remover. Dear lord i wasted so much time removing staples to make copies.
I'm very visual in terms of how I like to organize notes, so I have one of those pens that has like 4 different colors in it. It's my favorite. Default color is blue, action items are in red, important meeting info is in green, black is everything else. Lol.
My task list notebook that is basically my work bullet journal!
post it's
Paper shredder. The noise it makes soothes my soul.
Also, the notebook I carry with me when I'm walking our production floors. Without it, I'd forget half the requests I get by the time I get back to my office.
Hi everyone,
For those of you working in governance risk and compliance, what are your must-have tools for staying organized and productive day-to-day?
I’m talking anything from your favorite daily planner to electronic tools like iPads, certain types of desks or chairs, specific mouses or keyboards, sticky notes, or anything else that makes your job easier.
I’m just starting out in GRC and want to set myself up for success from the beginning, but I have not found many articles or guides on what people actually use in real life. I’d love to hear your recommendations and what you swear by.
build yourself a lil kanban board with jira and organize the 100's of little tasks you come across every day.
The one thing I wish I had when I did GRC was a 3rd monitor in portrait mode given all the documents I read and wrote.
Copilot or another AI tool for taking meeting notes.
I‘d like Moleskine apps as Flow, Actions and Timepage. There are nice sync ecosystem for Apple devices and any mail client for accumulating mails on one platform for fast access.
For me it’s a mix of physical and digital tools. A good ergonomic chair and split keyboard helped a ton for long workdays but the real game changer has been having one place where all my tasks, deadlines and notes live.
I use a visual PM tool (Teamhood) to track projects, recurring compliance tasks and even personal reminders, it’s basically my brain outside my head. The Kanban + timeline view makes it easy to see what’s urgent without drowning in checklists.
I am both a Project Manager and Sys Admin for my company. While we do outsource a large portion of our grunt work to an MSP I do end up doing quite a bit. My issues is time management and organization. When I first came on board we were small enough that I could fairly easily keep track of my projects/software implementations/tickets etc using a simple notation software (OneNote etc) but the volume of work coming across my desk has tripled recently and that trend is only going to continue. Outside of a ticketing system what tools do you guys use to organize and prioritize your tasks?
Aside from our ticketing system, we use Jira for software development projects, and Kanboard for basic (non-project) task tracking.
Thanks! I have not tried Kanboard before, looks like it might just be the kind of thing I'm looking for.
I get by with OneNote and Outlook send-to-OneNote button... and simple Microsoft's To-Do. But perhaps look into Trello's website? You can organize "post it" type notes with due dates, assign to others, etc. It's very open to reorganizing any way you want to match whatever "system" you may choose - I have OneNote organized in like fashion, just takes some rethinking. Lots of fancy stuff out there, but I found something that works for me and I'm not going to go to the next shiny thing. :-)
Thanks for the input! I could probably get by with using one note but I have heard other people talk about Trello so I may look into it.
Trello is wonderful... but it’s on the web so it’s a balance of what you can do versus what you put on it... security-wise.
I recommend to you Hivedeskto manage projects for marketing. It is on line project management app. Automatic Time Tracking, Project Management and Productivity Reporting.
You can look out for ITAM tool, patching tools to keep track of both your hardware and software in general. Since MSP will take care of RMM routines, the above tools should suffice. If security is a priority then, try looking into data security tools and MDM options, the latter is required if you are considering roaming devices.
One tool that works wonders is Azendoo , It is mainly a task and project management app, but it has a collaborative approach, meaning that communication is super easy and effective.
With this project management tool, you can organize tasks, collaborate with teams and meet project goals efficiently. It has a simple and easy-to-use interface where you can plan projects, share information, files from several file management apps (drive, dropbox, evernote etc.) and track work.
You have desktop app and mobil app that creates an excellent synergy, makes team work super easy and efficient!
Key Features:
Azendoo helps you in effective project planning via the following features:
Hey there, I’m helping some family members de-clutter and un-hoard, and I’m wondering if anyone has good tools to use. By ‘tools’ I mean online organizing system that helps prioritize, schedule, and set steps to getting things done. I currently use google docs but feel it’s a little too simple and there’s got to be something better out there.
Any suggestions?
"Mind your tools and they will serve you well. " At 1st pass pick out the ones not good, or needing repair and special cleaning. Here, ALL USA tools are kept. Several generations of rust removed can reveal a jewelry piece-- in balance and service. One tool bag/box for car -- sae, metric, etc. vehicle tools. Maybe one for trucks-- they require even heftier sizes. Or cycles, etc. One bag for home tools. Can have small emergency kit in each vehicle. Tool bags/boxes are NOT for storage-- that is how your tapes and supplies get damaged, that sharp screws an things tear your skin and scratch your tools :( So get some jars, boxes, etc for supplies. There should be a general placement of tools. Easy rules as : all handles are placed in center, etc. Do not have too many. A bigger box can become so heavy and ruin your back :( So store extra good SEASONAL-- or not often used tools in a separate closed area. Another rule: get ONLY ONE good tool for the job, the best you need, and MARK YOUR NAME ON IT. So ,if borrowed, you will notice and request it back. ASAP! Having multiples gets confusing :)
Sorry, did you read my whole post? When i said “tools” I meant devices (spreadsheets, websites, apps, etc) to help one organize. Not a way to organize machinery I have in the house.
I did notice that later. Oops. Did not want to undo. Was interrupted. My fault :)
Two Ideas:
IDEA 1 - Shift over to Google Sheets.
For each activity, you can set: -priority column -due date -status
Then, you can sort by due date or priority to help create focus.
IDEA 2 - Trello Trello This is a Kanban-esque board. You can have fun with backgrounds and more.
I was about to say the same. Trello is probably the next step to making to-do lists :)
Thanks! Don’t know Trello, I’ll check it out.
Please reach out if you have any questions about the tool. I’m a big fan. The top thing I like about it is that you can access your lists/boards from any where: smartphone, tablet or laptop.
What about a printable bingo card to make it fun?
Not a bad idea, but not quite what I’m looking for. A closer game analogy would be ‘Battleship’. “In order to sink the aircraft carrier, you have to bomb it five times.” Replace ‘aircraft carrier” with objective (cleaning out guest room, for example) and “bomb it” would be a list of steps to clean out the room.
But again, not quite what I’m looking for.
This sounds interesting and helpful. Would love for you to share when you come up with something.
I’m looking for recommendations for office space management software. I need something that can help with desk booking and managing office layouts. It would also be nice if it syncs with calendars and has some useful reporting tools.
If you’ve used anything that’s worked well, pls share it.
I have found kadence to be a pretty good solution for space management. The web and mobile apps are pretty easy to use, we also integrate ours with MS teams - our team seems to love it so far. Their analytics and floor plans functionality are pretty solid as well, helped us a lot when moved into our new office last year. Hope this helps!
We’ve been using Flexopus for a while now and are super happy with it. It covers desk booking, interactive floor plans, calendar integration and the UI is really clean and intuitive. The reporting features are also quite useful, especially for tracking space utilization and planning ahead. One thing we especially liked: pricing is based on the number of workspaces, not users, which made a big difference for us cost-wise as our team grew. Worth checking out if you're comparing options.
Hi y’all, I work in a family business that’s been doing it for 40 years. It’s all paper and we use a chalkboard and phone calls to figure out what’s next up. We are fortunate to be in a crazy places that runs a 6-8 month backlog in projects. The amount of paper in plans, billing, and general office work is driving me crazy. Any suggestions on software to help us run the field teams, store plans, and generally just keep us from swimming in paper?
Dropbox, google calendar, and email.
Thank you! Anything you recommend for scheduling and billing?
We use google calendar to schedule projects and I’m lined out with a job number, google map view of the project, the records, and anything else I’d need is all on Dropbox, billing we use quickbooks we even use that for tracking our time on the projects.
Cyanic job book doe surveyors does we think you listed. I went down this rd about a month ago and that’s what we settled on. So far I can’t say enough good things.
Float is good for crew and tech task management.
A fan. Plants! And I like to have my own desk organizer/accessories instead of using the boring shit the firm has (letter trays, file organizer, paper clip holder, post it note dispenser, etc.)
Thanks :)
whiteboards can be pretty useful
Ditto this!
They'll give you pretty much everything. But I don't like legal pads so I get my own spiral notebooks.
don't legal pads just beg for either half of every sheet to be wasted, or half of every other page to be wasted and every other page to be upside down, or pages to be ripped out loudly in the middle of writing instead of later, causing both annoyance and risk of becoming disorganized?
I can't believe we tolerate them as a profession. they're as bad as the document management systems we tolerate as a profession.
Just tell them to buy spirals for you, that's what your supply room people are for.
I've been practicing for 4 years and I've gone through 6 notebooks. When I run out of my Amazon 10 pack in two years I might ask haha.
Laptop and 2 extra monitors, comfortable chair, comfortable mouse and keyboard, good pair of headphones for music.
No need to go overboard. Pen and pad alone will get you farther than you might think. At my first job, we raided the supply closet and got boxes of pens in different colors, post its, rubber bands, binder clips, redwelds, stapler, staples, remover, whiteout, etc. I hated all the clutter.
Now is a good time to commit to going as paperless as you can. Figure out a good workflow that doesn't involve making tons of binders.
best office organization tools
Key Considerations for Office Organization Tools
Type of Organization Needed: Identify whether you need tools for digital organization (like files and emails) or physical organization (like desk space and documents).
Space Utilization: Consider tools that maximize your workspace, such as vertical file organizers, drawer dividers, and wall-mounted shelves.
Functionality: Look for multi-functional tools, such as a desk organizer that includes compartments for pens, sticky notes, and business cards.
Aesthetics: Choose tools that match your office decor and personal style to create a pleasant working environment.
Ease of Use: Opt for tools that are intuitive and easy to use, ensuring that you can maintain organization without added stress.
Recommended Tools:
Digital Organization:
Physical Organization:
Storage Solutions:
Takeaway: The best office organization tools will depend on your specific needs and workspace. Combining digital and physical tools can help you create a more efficient and organized office environment.
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