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