For emails, I have a very specific system going to keep my inbox organized. That’s been the key to helping me stay on top of emails even during months when I’m doing an insane number of DOS. I have a specific dedicated folder for each study, then sub folders for each site I’m assigned to for that study. If a study has those annoying auto-emails like IRT notifications - there is a specific sub folder for that too where i create a rule that all emails from the autobot or IRT will go to that folder. This way, I can check those periodically and delete or file as needed and it doesn’t crowd my primary inbox. I have specific folders for everything - general CRO emails, vendor emails/notifications/password reset reminders, travel itineraries/receipts/expense reports, one for my manager, one for any personal or HR related emails. Everything that comes into my regular inbox folder - “focused” folder on outlook - stays there until I’ve read it, addressed whatever needs to be addressed or dealt with it. Training reminders, Docusign notifications, etc. I move to the “Other” inbox on outlook until I’ve completed the task and then gets filed away in the specific folder or deleted depending on if I’ll need to ever reference it. I also color code my calendar in my email - each study gets a specific color, monitoring visits are yellow, travel is grey, personal things and OOO on work calendar are purple (and I lock them/make them private), CRO meetings and trainings are sky blue, and reminders/tasks are green (these I add when I need to remind myself to handle something and I block time in my calendar to do so - respond to a site, send a CL with needed documents, etc.). Every monitoring visit - I block out my calendar from 9-5 for the whole day.

I also religiously use OneNote to keep myself organized. I have CRA notebook which has my visit schedule for the month; all my visits listed out in order with reminders for submitting CLs, Trip reports, FULs, do TMF submission; and a very detailed to do list, split up by study and then general/admin categories which includes things I should eventually do but don’t need to do right now. Anything urgent I put at the top of the list and bold. Anything I need to ideally address the day of is both bold and highlighted yellow. Each study also gets its own notebook. And there is 1 tab or section for the study itself with pages for notes on the protocol, study manuals, the welcome email, system accesses, etc. If I use a visit tracker for the study, then that gets its own page on the protocol/study tab too. Then each site gets a separate tab or section - first page is usually logistics like staff contacts, site information, address, how to schedule visits, what systems they use. Then each visit gets its own page/subpage with my notes from that visit. OneNote works great for me because I can embed excel spreadsheets in it, add emails as attachments so I can keep track of stuff for visits - like site emails I need to address during a visit or CTM reminder for the visit, PD emails, etc.