Terry Elisabeth June 3, 2020
Terry Elisabeth sifting through hanging file folders in desk drawer; paperwork organizing tasks

Some of your most important paperwork organizing tasks must be taken care of weekly. Yesterday, we covered six paperwork organizing tasks you must do daily here. Today, we cover three key paperwork organizing tasks you must do weekly.

You can download my Paperwork Maintenance Routine Chart here and keep it in your inbox to keep your paperwork under control on a daily, weekly, monthly, and annual basis. Be sure to download that chart here, so you are never at a loss for how to keep your paperwork under control.

So, to begin, you will gather all your paperwork from your “follow-up” bin.

Sort Everything in Your Follow-Up Bin to Complete the Three Paperwork Organizing Tasks

Task 1: Pay Bills

Icons of paying bills online and paying bills through the mail; paperwork organizing tasks

I have all my bills automated, but every once in a while, we all can receive random bills. Taking care of them weekly ensures you are never late to pay a bill.

Task 2: Follow Up on Paperwork

icons displaying how to follow up on paperwork including reading, making calls, scheduling appointments, filling out forms, and packing important documents in a brief case; paperwork organizing tasks

Follow up on paperwork or schedule when to follow up. Our lives are already busy but adulting is still required. Taking care of important paperwork, though dreaded, is best taken care of weekly. Be sure to:

  • Read important documents.
  • Make any required calls.
  • Schedule appointments.
  • Fill out required documents.
  • Bring important documents to any meetings. Pack that file in your suitcase, the night before.

Task 3: File Remaining Paperwork

icons denoting stapling paperwork and then filing into the correct file folder; paperwork organizing tasks

File your remaining paperwork including completed items, paid invoices, receipts, etc. Don’t let it all build up! And, don’t forget to staple your documents together before filing.

In the next post, I share 1 paperwork organizing task you must do monthly. Be sure to download your free paperwork maintenance routine chart here so that you have a quick reference for how to stay on top of your paperwork throughout the entire year.

Happy Organizing!

Terry Elisabeth, Creator of “Terry Elisabeth’s Lifetime Budgeting System” &
Author of “How to Organize Any Space in 7 Simplified Steps“