Checkli

Template

Time Saving Tasks For Virtual Assistants

84 Time Saving Tasks for Virtual Assistants

Template

Organisation and Administrative

Scheduling your appointments

Planning and arranging travels

Tracking deadlines and sending you reminders

Data entry

File storage and organisation

Creating and managing Spreadsheets

Preparing presentations

Preparing online meeting minutes

Creating reports

Creating and updating charts, graphs, pivot tables etc.

Creating various document templates and forms

Bookkeeping Tasks

Processing invoice transactions

Performing your accounting related transactions

Processing receipts

Inputting receipts to a spreadsheet

Tracking and logging your business expenses

Regularly providing reports or emailing a list of your expenses

Reconciling all your transactions Billing clients

Chasing late payments

Perform basic bookkeeping using tools such as MYOB, XERO & Quickbooks

Editing Video or Audio Files

Creating smooth transitions between video clips

Correcting colour

Applying filters and other enhancements

Removing unwanted and flawed bits

Removing background noise

Transcribing video and audio files

Annotating videos

Uploading videos on YouTube or Vimeo

Uploading videos to other video sharing sites

Rearranging, adding and/or removing sections of video clips and/or audio clips

Customer Support Tasks

Responding to customer enquiries and help requests via phone

Making outbound calls e.g. via Skype

Regularly checking and responding to voicemail

Responding to email enquiries

Receiving, reading, sorting, and filing emails

Responding to website live chat enquiries

Processing refunds

Online Research Tasks

Doing general web search on a given topic

Product hunt

Keyword research

Pricing research and comparison

Hashtag research

This creates a private checklist in your account.