What Can a Virtual Assistant Do? 50 Tasks to Delegate
The hardest part of hiring a virtual assistant is knowing what to delegate. Start with this list of 50 tasks.
A virtual assistant can do almost any recurring task that follows a process and can be done online — inbox and calendar management, research, CRM updates, customer emails, bookkeeping support, social scheduling, order processing and much more. Start by delegating repetitive tasks that take you more than an hour a week.
Admin
- Inbox triage and drafting replies
- Calendar scheduling across time zones
- Meeting agendas and notes
- Travel bookings and itineraries
- Document formatting
- Filing and organising shared drives
- Managing subscriptions and renewals
- Preparing reports from templates
Sales
- Lead research and list building
- CRM data entry and clean-up
- Following up on proposals
- Scheduling discovery calls
- Preparing sales decks from templates
- Updating pipeline reports
- Researching prospects before meetings
Marketing
- Scheduling social media posts
- Uploading and formatting blog posts
- Newsletter assembly
- Competitor monitoring
- Collecting reviews and testimonials requests
- Updating directory listings
- Basic graphics in Canva
Customer support
- Answering common emails
- Updating order status
- Processing returns
- Managing support tickets
- Moderating comments
Finance support
- Recording expenses
- Sending invoices
- Payment reminders
- Receipt collection
- Reconciling simple transactions
E-commerce
- Product uploads
- Inventory checks
- Order processing
- Supplier communication
- Marketplace listings
- Price monitoring
Operations and HR
- Recruiting coordination
- Onboarding checklists
- Updating SOPs
- Vendor research
- Project tracking updates
- Data entry and spreadsheets
Personal
- Personal appointments
- Gift ordering
- Bill reminders
- Research for purchases
- Event planning
- Household admin coordination
How to start
Track your week, highlight repetitive tasks and write simple step-by-step instructions. Hand over three tasks first, then expand. Explore dedicated virtual assistants, executive assistants or data entry operators.
