in this video we're going to talk about a tool called Millie Note It is M I L A

N O T E dot com and we're on its page It's free up to a

certain amount of cards or notes is what they call these different things that you drag on But the idea

of this tool is that it's very unstructured So if you if you scroll down this page obviously you can

see they have some templates you can bring in So its design oriented you basically create a board and then

you can nest other boards inside your board for a tree sort of workflow But you can dragon images

and documents It's very dynamic You can draw on it So it kind of un

constrains the process of task management if you will and or design or even inspiration mood board type um activities

that you might be doing in your business So you can corral different things in together and then make lists

in separate boards And so you just you have a more dynamic way to use the tool depending

on how you want Okay so let me get down here and see if we can find the

pricing Oh there it is Plans and pricing Okay so free is 100 notes images or links and 10

upload files So if you start uploading actual files then obviously you're going to hit the

plan I actually think I have this year late Um so I what is that That's going to be like

use this in my business I use this personally for my own business to organize myself because it's kind of

my brain really likes this tool now that I've kind of figured out how it works for

me and I use it with my clients on the regular um in process mapping to

lay out the steps visually of what's going on with whatever we're working on for them whether we're building

up a crm for them or whether we're mapping out um a digital marketing plan It's really

easy to use this tool like over a zoom meeting and actually start building out the basics and then

I also use it to document the final result so that they have a plan So I'm using it

both ways So whether or not you love this tool or don't just use it personally or

use it for your business it's a very cool tool So let's go ahead and log

in It defaults to the last board I had open Um If you haven't checked out the

biz dashboard challenge this is one of the tools that I talked about possibly building your biz dashboard out in

So this is sort of a very linear layout that we can just take a look at

really quick and this is just a new board that I dragged in if I

wanted to nest something else under But you can basically have all these little tools is robust but

really simplistic at the same time So you've got to draw a tool You have an upload tool and

add an image Although honestly I never used to add an image tool like you do this so you can

pick from obviously stock images Yeah so they're going to give you that Oh maybe they're giving

me oh look they've they've seen That's funny I didn't even I didn't even catch

that So that's a new thing I didn't realize that they were doing they do this

in other places So my board is called biz dashboard and it's giving me biz related stock images

or dashboard related stock images That is super awesome Okay so there's a bendy for you right

there or I can upload my own photos But if I'm uploading my own photos I tend to just

bring my finder open we'll just do a new finder window open here and I would

maybe navigate for this board right I'm just going to close that you can find what

I did with my meal here and move that bag Um I would navigate to my logo

folder and I would drag my image in like that but I'm not going to do

that because I've already done it right So I just drag directly from my finder or

honestly I'm a screen snap queen So I'm constantly taking dust screen snaps of just

images especially if it's like a planning or design phase where I just want images to

mood board with I just dragging my screen snaps and then I can visually show people what's going

on I also mock up my screen snaps from my clients So let's move out to my so this is

one that's just personal Right I'm gonna go all the way to my home I have

all these boards their boards nested under boards under clients I actually coral my client boards because I create

a board for all my clients And I'm at them So let's go into one Here's

a photographer and you can see how we visually mapped what we were doing inside her 17 hats crm So

we had our website in here I had some of her current workflows that we're working for in 17

hats We talked about the website the lead form So I visually took a screen snap

off her lead form and brought it in here And then when we started building out the flow of

this particular answer to this question in her crm leads to automatic workflows that we're sending things This is the

final version of it's not the messy version um with the steps and the emails because the emails

don't actually show up in 17 hats When you look at the workflow we brought

in screen snaps of the actual templates that it's sending so that when she has a

V eight which she does she can show the V A Hey this is the

workflows is the email here's the name of the email all the things right Um and not have

to explain it So this tool is not just a planning tool or a process mapping tool It can

actually be a documentation tool if if your process is simple enough that this works right So you only have

some basic things and then there's arrows obviously you can color code your arrows you

can color code your columns But let's pop up and we'll just create a new board So I'm

just gonna drag a board over here New board I can name it whatever I want I've named it

now It just gives me an icon So I click on that and I can change the icon

and see based on the fact that I said demo board It's giving me things right I knew

it did it here I just didn't realize So I could pick my little icon I

could upload an actual image So for my clients I've uploaded their logos for me I've uploaded things

that make sense for my boards and then I can do all the things don't get lost in

this This is definitely a rabbit hole You can do the custom picker and I think you could even

probably go and do a hex code likely But let's just do this I love the magenta purple

color So now that I have this blank board it's just a big grid I've got all these little

tools on the side and it automatically pops this up So this is a bonus in that

they give you example boards So you could bring in a board without content or with content

So let's just look So if I want project plan that's one of the boards they had on their main

page or whatever it brings me all the stuff and if I want to if I like this So

this is essentially a column with a bunch of cards These are boards in that column this

is a to do list in the in the column Um and then there's some images that brought

in If I wanted to keep that content just as a visual reminder of what

was going on I would actually check this box way down here and just keep example content mood board

same sort of thing Right Creative brief Now that you can go in here there's more templates So

there are categories of templates So if you're an agency type person you can go in

here this is more project plan story boarding team planning So you can do more linear things with just

um what your goals are productivity This is one for all entrepreneurs solo pros and live Right so inspiration board

Just your basic mood board project workflow So you can use these little arrows just to sort of

figure out and flesh out what your project is with cards and things Um team planner

if you have people or we looked at that weekly plan So you could do like an agenda kind of

thing I think they even have an agenda in here More of like a can ban board which is

like a tremolo thing where you could do kind of what I did for my

biz dashboard you can do other fancy stuff so you can explore all the templates but

we're just going to back out of this I don't want it I just want to show you the different

elements inside this board So a note is simply a note You just typed text you can format your

text So like I could make this a heading and they don't give you a lot of

choices here because they don't want you spending time like making your board pretty even though all of us

will do it right If you have any design tendencies you're going to come in here

and try and do that So I can just write a paragraph text Of course I

can't type I could do got you know like a basically bullet list Um I could

turn that into a numbered list just by clicking it again I can um make my

actually let's do this I could make this centered you can do all those things right

I could bring in a to do list and type my items just like I did a

minute ago If I keep typing it gives me the option to name my list I can say no thanks

I don't want to or yes if I do and I could say today's masks okay now if I

want to just have these all free floating I can I can bring out arrows you can connect

your arrows to your things that you can do wonky things and change the color You can

make an arrow double sided I actually have to click on the actual elements and I

can make it have two arrows if I wanted to do that If I was process mapping or mind

mapping or whatever I was trying to do out here um I can change it to be a dash line

if it's not like a given I can give it different weights you know so you can you can actually

stylized this quite a bit and anything that you create here is a board You can save as a template

for yourself and your team The downside is it's not like Canada where you can make it a template that

you can share externally to other Melania users I wish they'd make this feature a

thing because I would totally be doing it The only way that you can share is you

have to give people instructions to take and highlight the entire board or like what I just

did I just ran my mouse over everything to highlight it or you can do like um command or control

a to highlight everything on the board and then commander control C to copy it And

then you could go out and create another board and paste it in So if I were doing

this drag another board in and then I could do command V to paste that in there Sometimes it pace

is a little wonky but it'll be super awesome if we could take the templates that they

have and actually share it between users But at this point that is not a thing yet So let

me go back to my original board here So if I'm corralling things right I can

use columns Actually maybe I don't want that one Maybe I just I could double tap here

and I'll start a new card Our new note I go back and forth between the the

names for things inside Melanoma versus trail oversees all or whatever You can bring out these if you

don't see this one this is a hex color code right That's how they get

the mood board stuff in here If you don't see it under this three dot ellipsis thing you've

got other options and you can drag these options into your board if there's something you use on the

regular So the color code one is definitely when I use a lot So I

could come in here and I could just pop in one of my hex code colors Just type it

in there and it changes the name is not always right I don't I don't even know that

doesn't even seem like a color name to me It seems like a city or something

but if I wanted to I could type over that now I have that to highlight if

I needed to grab that really quickly Sometimes it's hard to click in here and grab that but it's

super simple to type in here and do that So I could actually bring all these into a board for

my branding colors which is kinda what I was doing on the other one Or

if I was just trying to mood boards some colors I don't know if you can look you can do

that So I could move board some colors That's not going to be very harmonious

And actually they just start pulling colors out look at that that's pretty awesome They're

kind of giving me some color color wheel stuff here and it's giving you the hex codes for those colors

So if you are in love with this particular lavender which I think is really close to the this year's

pantone color um you could grab that and you know start using it So I could corral all these in

a more like pleasing manner Like if I was trying to get clients some options this is not pleasing at

all Or I could actually put them all in here and make it very linear depending on how

I prefer to work Right okay So the other things that you're going to use a lot

So obviously to do links this one is actually a link card So if I type

in a link here just paste that in Yeah I'm gonna move that card over

Sometimes these pop down and automatically rearrange and other times they don't So I just brought in my member of

all platform for the business use the business terms muse So it gives me whatever the images in there

which isn't always beautiful but it's a link direct to the website So I use

this a lot for clients or for websites that are inspirational websites where I'm kind of looking at

um or even links to documents that live someplace online like a google doc or whatever

You can totally bring in your links and then you can also you know start to

build out other boards like if this was a topic and I had sub topics ah or

even like if this was my team and I had a board for each of my

team members or however you know it worked if this was my socials bored and I wanted

an instagram board and a Pinterest board and a linkedin board with my content planning on each of those boards

I could work it that way and there are content planning templates just so you know they've gotten

a little fancier just recently You can do headings right So here's my heading and

I don't know if you can actually I guess you can you can tweak it just with

the basic colors if I wanted to And I don't think you can really change the

font because like I said they don't want you to like go way designing But that

way you can have kind of a transparent heading that if I drag it into

a place it will actually turn white But if I drag it back out it's transparent So it could

just sit on top here without actually being a card directing things So like you could use this

as well Like if you were trying to do different things out here with your arrows but you do have

the ability to put a label on your arrow whatever my thing is Right You can do that or you

know Yes No if your process mapping or decision tree doing whatever This is another

option for a long form note So this is basically a document that you can format Okay so that's not

a ton of text but I could do those things if I wanted to come down here

and maybe do it again I could make it bullets It didn't work So I could highlight

these two things and make them bullets and do whatever um sort of formatting I wanted to do with

this guy allows me to export this document as a pdf as a word document markdown plaintext all the things

So this was actually a blog post If you're planning content for your website you could do

that and even work in markdown But it basically takes your note text which is

as long as you type it right And then at some point it will ask you if you

want to turn it into a document if it gets too long So if I corral this into

a place I highlight that whole column I can change that That's how I get the top bar color I

can just change it like that I can change my color card right So this is where I

can change the document color so I could make it like harmonious It's not absolutely necessary But you know for

for those of us that appreciate a little bit of like you know bling to

our tools That's a good thing right You can kind of especially if you're showing it to a client

or whatever you can brand it with their colors So that's just a way um

to have a note in an area that is collapsed rather than a full text Although

honestly I really like having a note the amount of text that I pasted in

there was not very much So I actually sometimes prefer to see my text expanded because then I don't have

to click in to see what it is I can see at a glance what I'm looking

for and I can grab what I need So I do a lot of screen stamps and it's really

easy to pull a screen snap I can find the right one here into my

document So I just basically take it from my desktop and I just grab grab

it right in So this is actually Melanie pricing that I snapped earlier so and then I can just alter

this just make it bigger Now granted when you screen snap stuff the resolution of this image is going to

vary and this counts as an upload So you know so if you're on the free

plan you know obviously creating 100 notes isn't a big deal but if you start

to bring in um images then that's going to hit your account So But I love this

tool so I think it's totally worth the 999 a month Um personally moving things around is super simple You

saw me copy earlier So if I wanted to just move okay so yeah it's super simple

Unless you don't grab it right I need to kind of grab it from the top right I have

to grab that this way everything I highlighted is moving with it So if I just want

to move this one I can just grab it and move it if I wanted to highlight

this and move these back over here and then maybe I'm going to dock this over here with

my new board I can um grab this and move it and then the way that I

was kind of controlling this is normally there's like a little teeny pull dot but now

that I have the label there I can just grab the label and move it this way If it makes

more sense to have it at the top um I can bring it out so it makes

more sense than I can bring this back I can align stuff up I can throw that image

right in here if I wanted to so that it was corralled in there and

then I could just drop these in here as well But if I'm trying to do a design or a

concept then maybe having things more free flowing is definitely a good thing And then if I didn't want something

for whatever reason I can just take it and drag it off to the trash or I tend to just

highlight it and I could delete it So let me just I'm going to drag this

board out here I'm going to highlight it I'm going to delete it because I

don't really need it there at the 100 cars I think they let you have that

limit and then you could go and delete to stay under the limit or at any point

you could upgrade and then it wouldn't be limited at all So that is melon

Oh and I hope that that's helpful and I hope that you try the tool It's obviously free So I

would take a play with it give it a run see how you like it And if it if it

works well with the way that you like to plan and track things then by all

means I um leave me a comment Tell me how much you love it if you hate it

tell me why you hate it I'm always interested to know like why people like things and don't like things

because it's usually random and it's totally personal But that is the whole point You're only

going to use a tool that you like If you don't like it it frustrates you and you're just not

going to be excited to even use it and plan in it So pick the one that works best

for the way that you like to work