Hello Hello Okay Today we are talking about building your own biz dashboard So why

would you want to do this Basically a digital online dashboard can be built in a tool that gives you

access to all the really important things that you need to run your business So I have four different tools

that I've built basically the same stuff in just to show you um how this can be done So

this particular tool that you're seeing upfront here is called melon notes and it is very visual it's pretty

simple It gives you a board that you create This is another board inside my board um for

my socials because I can do that with this tool I can bring in notes I

can bring in links if I bring in a link it actually links hyperlinks to a page

I can bring into dues I can make arrows I use this to a lot for process

process mapping But this works really well for my brain in that I can create long

form documents I have these ability to bring in all these little hex codes their little because it's also like

a planning tool for designers and whatnot So you can bring in your color codes right here

and it will change to the color of your code just by entering the code Super cool Um but

I can visually see all at once all of the assets that I want and I

just scroll down my board and I could just keep adding stuff so I can have separate notes that just

float around I'm organizing them and kind of a um this this sort of column

layout here and then I make a note and I add stuff or drag things in You can take screen

snaps from your computer or images that you have that you've saved down drag them right into this tool

and throw them in This is just an image the screen snap from my web page and

I just brought it in there and I drag it in and I can visually see

plus I can read all of this stuff So this is why this particular tool appeals to me

but this is the kind of things that we would want on your dashboard which is

like your branding and your hex code These are all the files and even the links to

where these files live online Um the easiest solution here is a google drive where I've actually created

a folder for my business and then I've created a branding folder and inside this branding

folder I have a logos folder and then I have some other assets So I probably want to

do this even for my melon outboard here but this is totally free So like this might be

the first route for some of you and then we would create a spreadsheet for google So

this is the spreadsheet and basically I've gone it's not as pretty it's not as visual but it gets the

job done I have a column for branding I have a column for bio I started listing out my

different services that I offer So we just keep going down and I over scrolled here my services my socials

I haven't gotten to some of these things here but you get the idea and each row I'm

just adding in the same content and this is super free And I can also link out as you can

see right here I have a hyperlink right to where that particular asset lives that's already in

here So I can link to the entire folder or I can go in and get links for each of

these different files So like right here you get a link right there and you can

copy that link Um and then I could actually go paste that in my spreadsheet So it's it's that

simple So that's sort of the spreadsheet view where you could just create folders of your assets if that

makes sense to you Um and the spreadsheet sort of pulls it all together so you have one

document to go look at to pull in all these things Um here I've got my I would basically be

doing one for the software that I use in my key links but for socials I've actually

created a separate board because I wanted to bring in some images of what my socials look

like I want to tag I want a section here for all the tags that I use Then

I actually have a link joy or some of you might have um oh I forget the other one

Something tree But basically it's a link that gives you all of the things right So instead of the

Lincoln bio it has all the different stuff This one is called Link Joy and actually gives me

um kind of a stylized thing where I can actually put these things out here but I

want that link handy so I can send that off to people going back to

milan out here Um I had I have Pinterest I would build out linkedin I might even actually

create boards within these boards for my content planning because this is sort of where my brain tends to live

The other option we have here is trail Oh hello is very similar to melanoma in

the sense that you get this visual look to it But the difference with cello cello is although

you can bring in the links and it will actually link to the stuff So this would go right out

to my about me page Right So let's flip it around It's going to try and

open that website page but let me go back to where I was here trailer gives you links directly to

the things But you need to click into these these boards the card itself you create a

card with the title of what you want and I have to paste that text in there

So in order to get to these details I do have to actually click in So

I guess it depends how your brain works and what you prefer But this tool is

definitely accessible on your phone So you can totally click into this card and it allows you to move

stuff around The same with melanoma melanoma I can drop a drag wherever I want I can move this down

here Um but with trail oh you kind of have the lanes you have a board and then the

cards inside the board to get my images in here I can drag them in or I could link

to the actual like I have it here I drag this one in and I could potentially download that if

I needed to These are actual google drive links if I needed to actually take those you

RLS and download to my phone or even just hook them up as far as where that

asset lives Um I'd have those U R L Addresses So that's another good thing about Hello

And then I actually brought in images of these colors so that I could represent what the

color code is But these are my different hex codes and then I just took screen grabs of the codes

and the color so that I could visually see which one is which even though

at this point have memorized which ones these are I know which is which obviously if I ever tried to

bring on and their staff member and I'd be like oh I want the teal Well I got a

couple of different my logo has a couple of different thiel's going on in here

because I've kind of mixed them together So I need to actually have visuals in

here So this is the same sort of information I can bring in images I can actually have any

column I want hear what I can't do I could link out to another trail aboard

if I wanted to create a different board for just socialist If I wanted to break this all out and

have a separate board I could link to that board with a card inside trail

Oh but I'd be switching out to another board similar to what I did in melanoma but different I mean

here is bread crumbs right So this is this lives underneath it's a child board of this

board Whereas trailer boards exist outside of themselves So you would just link to another board and

it would then open up that board Um So I've got my socials over here

I've got my um different boards that I'm doing in Pinterest I started listing out the key

Softwares that I use Um and these cards could be whatever I wanted Um I

could have information about shift how I'm using it or just a list of those just

so I know these are the key ones I need to pay for Maybe I even have

like what it costs me yearly Um you know when it renews that kind of

information for all of the key Softwares in my business Um and then I have one with important

links like last pass right And then wordpress back end or whatever website builder you use You'd have some

of that information there maybe even copy that kind of thing Um affiliate If you're an affiliate for any certain

products you might want some of that information things that you would want to be able to share So

those are the first three that I want to show you and actually I'm going

to make this disappear for a second because the last option and you're gonna pick your tool But

for this challenge basically we're gonna build this out in seven days So you gotta go find all

your stuff This last one here is a tool called notion and it's a little bit more robust you can

do a little many databases inside of it Each of these So basically I have this sort of my um

my business hub if you will I have created some stuff for tasks or whatever but

this is kind of where I'm actually creating these assets like I did over here in google drive and and

melon notes and intr elo but they become pages So when I link this is a

hyperlink to this page and I have this information here and I can collapse stuff in here It

is definitely a little bit more linear But it also lets me expand so I have breadcrumbs for

what I need to share It also allows me potentially to not necessarily have to share

an entire board If I decided to have someone help me with just social media I could give them access

to just this section it gives you a little bit more flexibility and then you cannot obviously I can

have a content calendar I could actually start to plan out my different campaigns for the different social media is

if I wanted to do that inside here and it becomes just a little bit

more streamlined Um This tool is free so this one is free is a personal account I

don't believe there's a huge limitation on it as far as the things that you can do

I do know and melon note once you hit like 100 cards you do have to pay for your subscription

to Milano Although I find this so intuitive to the way that I work that um I

actually pay for a pro account and then Trillo is free to a certain point as well It just

depends on how many boards you have for 12 Oh hello 12 Hello I can't even talk

today So you have like three different free options Obviously if you only have a few things

um if they're mostly cards and not uploads I think this is cards uh notion does I think in the

free give you so much space So that might be where the differences here you

can have lots of text you can have different links and pages but as soon

as you start importing files so big image files or whatever um I think that's where maybe you

might hit a paid plan on the notion side of things However you could also get around

that by the very free thing of google So if you go back to here and if everything lives

in google that's your main place right So we have your folder with all your assets

in it You can create any other folders that you need for your business You could just simply uh in

any of these tools build out your links to those assets without actually importing the assets in and causing you

to have to pay for the tool So lots of goodness So basically there is no ocean melon

notes So visual and then Terrell Oh right So those are our four things But google drive

is not a bad way to go So I mean if you're just starting out you're just trying to keep

track of all the things you certainly can take a spreadsheet and paste in all of the things that

you need to at a glance and really that's just about copying text and pasting it where you

need it for the most part like the visual is pretty but don't get stuck necessarily

on the aesthetic loving thing although I do love a good design So my heart goes

a little pitter patter when I see something like this versus google but this is totally serviceable So depending

on your software stack and what makes sense to you the way you like to work

the way you'd like to see it um because the whole idea is you don't really want to build

something that you're not going to use you want to be able to access this on

the go with all of your key information Um and you're not having to dig into

the file folders of all of all like everything that you have on your computer or laptop and or

external hard drives and all those things you want to be able to get to the really important

details of your business Really quick and simple and that's what the dashboard challenge is

all about So now you're tasked with going and picking the tool that you like and then I'm

going to have different videos about like how to actually build this for each of the different

tools like what I did basically So they won't be super long but I will go into

a little bit more depth about all the different tools that you can use inside melon Note versus um Trillo

versus notion versus just google drive although I'm I'm sure most of you will know how to

create a spreadsheet but you never know so what's going to happen from here and this is

the course platform that you're watching You're currently in this area where you're watching this intro video um your next

assignment is to go and figure out which tool you'd prefer to work with and go

watch that video So I'll go in a little bit more depth and how to different how to set

up your board basically forgetting all your stuff built out Then each day we're going to go

through and you'll be building um one section of your board so that by day seven you

have it all built out So day one you're basically picking your tool um and

setting it up so you're gonna watch these videos to figure out which tool you like best Um you can

watch them all you can watch the one you think you know makes more sense

to you and then you're going to prep your board so that you're ready to go on

day two basically with your business branding So you're gonna go find all your business branding assets and get them

into your board and then your bio bits stay three Your services and offers our day four then you're gonna

build out your social information social media accounts and or whatever makes sense to you and your business all

those pertinent things that you need um like your hashtags or like the groups that you

run um anything that makes sense to have at the ready and then day six is all about your

key software information really just like I said you know all the things that you really need to run

your business whether or not you're putting in pricing information and renewal information anything that makes sense

for you to have so that you know like these are the things I love and use Um

and then here would be um day seven is really your important information links So any place

that you're collaborating with another business and they're highlighting you on their website or blog

or socials you may want those links so you can send people out to those things These important links

are definitely things that you would maybe want to share on the fly with someone that

you meet in person and or just being able to grab from your phone and paste them into a

message when you're communicating with people that are interested in your services So um that would be

our seven day challenge And when you're done the idea is that you will have

a really awesome place to house all this really pertinent information you can reach really quickly

and it helps you stay a bit more organized and not feel like you're checking you

know all the places on your computer on your hard drive or external hard drive

or Oh is that in google drive or is it over a dropbox we want to um corral

at all Even if it lives in multiple places Even if all these assets aren't on google drive

some I would I encourage you to put them in all in one place but if you have

a few things that are built out on your google drive but then you have some other assets

that live in dropbox it doesn't matter when you corral them in a tool like melon

o or Terrell Oh as long as you've got the appropriate links to get to the things that

you need or if you've actually just kind of pasted and copied the text that you would need um

from the places that it is just online So obviously this is some text from my website

I could just go to my website and grab it but it's way easier to

just come in here and highlight the pertinent bit that I need and pace that where I needed

to go Um What I'm trying to do things rather than trying to have a bazillion

browser windows open all at once Um your task now with going and watching the videos That makes sense to

you for whichever tool you like best Again I'll go through that This is mila Note which has a

visual sort of um builder board you can do it anywhere you want I did a quantum linear

here but you could have this all um hodgepodge you've got trailer which is definitely more

ordered in the columns You can't really do a whole lot other than rearrange your cards

And then we have good old google drive you can get to it here I did

hear we do spreadsheet style but this is trying true and totally free Um where

you would actually build out your different folders inside that and then create a master spreadsheet to house those that

information so that you can get to it And then if you're a little bit more up for the challenge

you can go and play with notion totally free Although the more uploads that you do

eventually you will end up having to pay for an account But I think you I haven't hit it yet

and I keep uploading stuff So All right go find your tool and I will see you

in the next video