Tickler Files

These are files that provide you with a reminder of what needs to be done on specific days. These files are particularly helpful in jobs where there is a high volume of follow-up activity that must be done on specific dates. Situations that benefit from a Tickler File include sales positions, bookkeeping and bill paying functions and insurance agencies, which must keep track of policy renewal dates.

To establish a Tickler File, set up a series of files numbered 1 through 31. Follow these by twelve files labeled January through December. Any item due on a date this month gets filed behind the specific date. Anything due in upcoming months gets placed in the appropriate month’s file.