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How to create a new board in Trello

Trello is one of the most flexible and easy to use project management systems. So in this video, I'm sharing with you everything you need to know to get started with Trello, whether you're a beginner, or if you're just looking for a refresher.

Hello, everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And let's start off with the Trello home screen.

Now, if you're brand new to Trello, you may not have a single board present here. That's fine. Let's get started with creating our first board.

In the top right-hand corner, you'll see this plus button. By selecting the plus button, we can then select Create a board.

The very first thing that we need to do is give this board a name. Now, in most cases, your boards are going to represent a project or maybe your own personal to-do list.

In this case, I'm just gonna call this Special Project here. Now, we can next choose what kind of background we want.

We can always change this later, but I'm gonna choose the default blue or just a simple blue background for us to work with. Lastly, I'm gonna make this one private, so no one else on my team has access to it.

Whether you're using Trello just for yourself or with a team, choose who has access to your boards. With our name set, we can now select Create board, and now we have a brand new Trello board to work with.

Now, at first glance, this may seem a little intimidating, because we have a blank slate in front of us.

How to add & edit lists in Trello

We don't even have a single list represented here, but let's get started by creating a very simple workflow. Trello, in most cases, is best used to have a number of different stages in which Trello calls lists.

So, let's give this first list a label of Ideas. Let's give another list a label of To Do.

Let's give another one a list of actually Doing, because that can be a big difference between just something you want to do and something that you're actually engaged with. And lastly, I'm going to create one called Done.

Now, you can add as many lists as you like here within Trello, simply by selecting this Add another list option. And if you want to change the order, you can just click and drag and move your lists around.

How to add & edit cards in Trello

Next up, we need to take a look at how we can add cards to each of these lists. Cards are what are represented within these lists, but can be moved to other lists as well.

So, under ideas, maybe I'm considering writing a book. Maybe I need to email my team about next week's meeting.

And maybe another idea I have is to create a new website. All right, so now I've got a few different tasks listed here within this first list.

Now, many things in Trello are drag and drop, so if I want to reorder this list and put create a new website to the top, I can just click and hold and bring it to the top of that list.

But this drag and drop functionality also pertains to moving cards into different lists. In most cases, our goal is to bring a card from the left-hand side of your board all the way to the right, where your last list will be called Done, Complete, or Finished.

So, once I've completed finishing this new website, I can drag it over here into this Done list. Now, at this stage, you can see that things are fairly simple.

We've got the names of our projects or our tasks here on our cards, and we've created our lists where we're going to drag things through their different stages. But this is the beauty of Trello.

How to view & edit the inside of a Trello card

We can get a nice, high-level view of what's going on here, but if we click on one of these cards, we open up to a lot more detail. So, here within the back of the card, we can always come up and change the name if desired.

But perhaps the first place you'll want to go is the description area. Here under the description, we can add as many additional details or links as we like.

Maybe we can add things such as needs to be 500 pages long, needs to be published by the end of 2022. We can add as many notes as we'd like here, and then click Save.

So, you don't have to clutter the name of your card up top. You can add as many details as you'd like here within the description.

But we don't have to stop at just the description area. On the right-hand side, we have a number of different ways.

How to add a checklist to a Trello card

In which we can add further information. The third one down is listed as a Checklist, and this is a great way to add sub-tasks or to add other things that you don't want to forget when it comes to this particular card.

So, if I select the Checklist button, I can either leave the title as Checklist, but in this case, I'm going to say, Remember to do this, and I'm going to say Add.

So, this is going to serve as a list of sub-tasks, other things that I need to keep in mind. So, I might want to add things such as research my topic, hire an editor, and find a quiet place to write.

So, these are my three tasks or three checklist items, which I've added to this card, and as I go through these steps, you can see that it's going to track my progress here within the card.

And if I close the card, I can still see my checklist progress on the front. Let's open up our card once again.

How to add labels to a Trello card

And look at some of the other options we have available to us. Just above the Checklist button, we also have the option to add labels.

Labels can be a great way to categorize and easily see your different cards on your board. So, if I click labels here, and let's select the green label, maybe I want everything that is a writing activity to have this green label.

I'm gonna hit save here and then select that label, and now that will be applied to this particular card. Now, I'm not limited to just one label.

I can add as many labels as I want. Maybe I want to use this red color as far as an urgency label, so I'm going to hit save here and select red for urgent.

And now, I can have that directly attached to this card, and I can easily see this on the front of the card as well.

Here's a pro tip: If you take your cursor and click directly on the label, it will expand and give you the label name. If you want to go back to just viewing the color again, put your cursor over top, click, and it will be minimized to that color.

This can be a great way to see the differences between your cards as you're managing your different tasks.

How to add a due date to a Trello card

We can also apply a due date to any cards. So, maybe I want to be able to write this book or have it completed by the end of August.

I'm going to select August 31st and hit Save. Now I have a due date, which will also act as a notification as I get closer to this date, so an easy way to track my progress and make sure that I'm not left behind.

How to add attachments to a Trello card

Below dates, we have the option to add an attachment. By clicking this, we can add an attachment from our computer, so maybe I want to add this graphic, for example.

I can add this image directly to this card, or I can also connect to other services, such as Google Drive, Dropbox, Box, or OneDrive. This can be very useful, especially if you would just like to link to a particular folder and not necessarily a particular file.

As you can see, in this case, Trello also gives us the ability to add images to the cover of our cards, so depending on how you want to use Trello, you can see that image on the front of your card as well.

How to use search within a Trello board

Now, as you start to add more and more cards to your boards, it can sometimes be difficult to keep track of all of your tasks. That's where the search feature within Trello becomes so important.

In the top right-hand corner, if we select Show menu and then select Search cards, we can search for different pieces of information in a variety of different ways. First off, I can search for anything that has the word book in it.

Here, you can see, I have two cards that have book in the title, so now I can just deal with and work with these particular cards. If I remove that search term, you can see, I can also filter by labels.

So, if I just want to look at things that have the urgent label, I can select that label, and now only those cards are displayed. You will see, up here in this green area, it's telling me how many total search results I have, and then, at the top of each list, it is telling me how many total cards are within that list.

So, for example, even though we don't see any cards under the To Do list, we know that there are two cards that exist that do not include this label. We can also search by members and also by due dates, so if I just want to see what's due in the next week, it will remove everything else and I can focus on these cards.

Keep in mind when using this search cards feature, you can still click on these cards and update them and interact with them. To quickly remove the filter, all you need to do is select this X under the green icon.

How to add Power-Ups in Trello

Now, as you begin working with Trello, you may find that there are some features or functionality which you cannot find. In that case, I would encourage you to click on the Show menu option and select Power-Ups.

Trello gives us a vast library of additional features and additional functionality, including integrations with some popular tools that you already use. For example, one of my favorite Power-Ups is the Custom Fields Power-Up, and if I add this Custom Fields Power-Up, this will give me the ability to add additional fields to the back of each of my cards.

There are far too many Power-Ups for us to review in today's video, but if you'd like to learn more, be sure to check this video in the top right-hand corner.

How to archive Trello cards

Now, as you continue to use your Trello board and eventually drag more and more cards into your Done list, or Completed, or whatever you choose to name your final list, this may start to add up with a long list of cards which you don't necessarily want to be viewing forever.

In this case, what I would recommend is for you to archive the cards in this list. Archiving will remove the card from the board, but it is still searchable, and you can still always reactivate it if you want to bring it back to this board.

So, in this case, all we need to do is select the three dots up above, and we can select Archive all cards in this list. In this case, we continue to keep the list.

The list has not been removed, only the cards in that particular list. So, a great tip if you're wanting to keep a nice, clean, and efficient Trello board.

Now, if you'd like to learn even more about Trello, including advanced features, I would encourage you to click the playlist on the screen in front of you.

And if you would like some personalized Trello consulting, you can find out more details at simpletivity.com/trello.

Thank you so much for watching today's video, and remember, being productive does not need to be difficult. In fact, it's very simple.

How KosmoTime integrates with your calendar

Blocking off time on your calendar is one of the most effective ways for you to get things done. However, most of our calendars do a relatively poor job of allowing us to block off distraction-free time.

Well, in this video I'm introducing you to KosmoTime, a beautiful calendar and task interface, which allows you to create Focus Blocks and manage those tasks seamlessly. Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress.

And here I am within the KosmoTime interface. Now, KosmoTime integrates directly with both Google Calendar and Microsoft Outlook, so you can sync your schedule together.

Now at the top of the screen, we have our calendar, our tasks, and our time reports. Now I'm gonna get to these other two a little later, but in order for you to work at your productive best you need to be focused right here on your calendar.

Now at first glance, it looks like a basic calendar and we have our tasks listed here on the left-hand side. "Big deal," you're probably saying, but here is where things work differently.

On your traditional calendar, you may block out time such as this titled Distraction-Free Work, right? You've set aside some time that you can do some particular tasks, but what tasks exactly are you going to fulfill within this hour?

Do you need to go over here and reference another task list or open up another task app? We'll take a look at this Focus Block.

Creating Focus Blocks in KosmoTime

When I click on this, I already have one task waiting for me here and if I need to add more it's as easy as editing this Focus Block. Maybe I need to email Jane about an upcoming meeting for example.

Maybe I need to review the marketing report for Q3 perhaps that's coming up like this. I can add my tasks right here, I can save this Focus Block, it keeps it nice and clean.

But when I get to this time in my day all I need to do is open up this Focus Block and I can start checking off the tasks that are waiting for me here. Now, as we saw at the top of the screen there is time reporting and time tracking built right in.

So if I'm going to review this financial report I can hit this Play button, hit Start, I can see the timer up here in the top left-hand corner. I can work on that particular task and when I'm done I can simply select Done.

And now that particular task is finished. I can still see it here in my task list.

If I wanna go to a more traditional view and see, okay here's where I reviewed that financial report, I can view all my completed tasks here. So let's see how easy it is for us to create our own Focus Block.

Let's say I've got a number of email tasks over here on the left-hand side of my task pane. Now I could go through them one by one here and there throughout the day but I know I'm gonna be much more efficient if I group all of those email tasks together.

So let's say tomorrow just after lunch I want to bang out a number of email tasks. All I'm gonna do here is click on this space, I'm gonna give it a name, I'm gonna say, "Email Tasks" in this case.

And I can either hit the Plus and Minus to expand the duration or I can click and drag it here. So I'm gonna block out a full hour for this focus effort.

And I'm gonna say, "Create Block." Now you will notice there's a Create Task option here as well.

So you can add your tasks directly to the calendar, but in this case I want to add several tasks for this Focus Block of time. So I'm gonna say, "Create Block."

Now at this point in time, this is empty. I could click on this and start to add other things directly from it but what's easier I find is to look over here on the left-hand side.

So let's pull some of these email tasks. Here's this email team about the summer vacation.

I'm gonna drag and release it in that Focus Block. I'm gonna reply to this marketing team email, I'm gonna put that over there.

And then this email about Karen and my meeting on Friday, I'm gonna put it in that Focus Block as well. Now, the great thing is that not only have I grouped all of these tasks together.

If I open it up you can see that they're all here waiting for me but they've also been removed from my master task list over here on the left-hand side. Now you can see my Focus Block is listed.

So if I want to expand this and see where those tasks are located and even add a few more tasks, if I don't want to open it up here on my calendar, I can do so here as well, but it keeps my tasks nice and clean.

It also keeps them all grouped together. So now when tomorrow afternoon rolls around, all I need to do is open up this Focus Block and I've got these tasks waiting for me right here.

Recurring Focus Blocks in KosmoTime

Another great feature of Focus Blocks is that you can make them recurring. So you could have this same Focus Block day after day or on a schedule of your choosing.

But what's so powerful about this is that any tasks that you do not complete within a Focus Block will carry over into the new Focus Block time based on your recurring schedule.

Tasks view in KosmoTime

Let's move on to the Tasks View here just to see how we can manage our different tasks right here within KosmoTime. Now it's nice KosmoTime by default is going to have this calendar available to us at all times, which I think is ideal.

If you want to be efficient and effective with managing your tasks, you want to be able to see your tasks and your calendar on the same screen as much as possible. Now you can categorize your tasks in a number of different ways.

If you want to set up projects, you can do so as well. Here we're just looking at today's tasks but we can also look at all the ones that maybe do not have a date yet.

You can see that we have some that are listed within my Focus Block time. So this is where they are slated for me to accomplish them but that's going to be different from an actual due date.

A due date in this case is something that is listed in blue here. So this newsletter template, this research new app for contracts, these things are now scheduled on the Monday.

KosmoTime also allows you to add different tags for different tasks. So if you want to group like-minded tasks together, KosmoTime makes it very easy for you to do so.

I wanna come back to this calendar for just a moment here and just to highlight why this is so important. Not only do we wanna be able to see what's going on and we can of course toggle into other days as well.

We're gonna go back to today for just a quick example but let's say I've got some spare time between lunch here. Maybe I want to add something to my task list here.

So I'm gonna put it here. I'm gonna drag it and drop it right on my calendar.

So previously this task was just due today but it actually didn't show up in my calendar, right? Because I hadn't slotted a time when I was going to accomplish it.

And maybe I can try and fit this one in as well. I'm gonna slot this one in right after it.

So this is part of the power, part of the effectiveness of viewing your calendar, viewing your task list, not only on the same screen but being able to drag things in between the two so you can actually slot that time in.

Time Reporting in KosmoTime

Now, the last section here that we'll see is Time Reporting. So if you need to track your time or see how much time you've spent on a particular task, you can do so right here within KosmoTime as well.

Let's go back to our Task List for example and let's say I'm gonna start with this Deep Work. All I need to do is hit that Play button and in the top corner I can see what is being tracked here.

Now I can pause it at any time if I walk away from my desk or do something else but now I'll have a record of that within my time report.

Now, while KosmoTime's primary features are around blocking off time on your calendar and the relationship with your tasks, it also has some additional features to help you stay focused.

Close Tabs and Mute Mode in KosmoTime

Here on the top left-hand corner we have two focus features called Close Tabs and Mute Mode. Something that can be very distracting is that when we're working with so many different open tabs within our browser it tempts us to click on things such as, oh, I don't know, social media perhaps or the NBA playoffs.

Yes, that's one of my things that pulls me away as a part of my day and it takes us away from our most important tasks. Well, here with the Close Tabs feature it is going to minimize all of those open tabs into a single tab.

Now, if I click on the Close Tabs here, I can see and I can still access any of these tabs. So if I want to open up just Twitter, I can do so and I can open up that tab.

However, if I'm done working on my most important task or my Focus Block all I need to do is say, "restore all." And now all of those tabs have returned here.

So I can interact and work with them again. This is a really nice feature and it comes with the KosmoTime extension.

The next one is something called Mute Mode. Now KosmoTime actually has an integration with Slack and Slack can be very, very distracting but also there can be the temptation to continue to open up new tabs.

So with Mute Mode turned on, if I come up here and try to open up a new tab, it's going to allow me to bring up this first tab here but let's say I click on YouTube. I just wanna get a bit of a fix.

I need to just watch a few videos to pull me away from my most important tasks. What KosmoTime is going to do is say, "Hey, wait a minute, you should be focused on something else, you have Mute Mode turned on."

"Do you need just a quick access?" And I can ask for just 15 minutes before it's going to block me out from viewing that tab or using that website.

So these productivity-focused enhancements go much beyond just your Focus Block. It can help you stay focused on what's most important.

And speaking of efficiency, KosmoTime does a great job of helping you get started quickly and easily. If you look at the bottom of the screen you can see it's actually telling me what the shortcut key is to creating a Focus Block.

In this case all I need to do is select the letter B on my keyboard and then I can create that new Focus Block. Once the Focus Block is entered I can see, I can hit Escape or Enter or Shift + Enter.

These helpful reminders yet they're not interfering with my day just so I can get started using KosmoTime that much faster and also not have to rely on my mouse all of the time.

Now, if you'd like to try KosmoTime for yourself and get started for free, be sure to click the link in the description below.

Thank you so much for watching today's video and remember being productive does not need to be difficult, in fact, it's very simple.

Change your inbox view settings

Is your Gmail inbox out of control? Well, don't worry, in today's video, I'm gonna show you five simple and easy ways to take back control of all of your email.

Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And let's dive into tip number one.

This is a mess. I can see a whole bunch of emails here.

Some are read, some are unread, where do I begin? Well, my first tip for you has to do with changing the way that you view your email.

By default, this is what Gmail displays to us. All of our email here within the inbox.

But if we come up to our gear settings, we have a number of different types of inboxes and different views that we can choose from. So for example, maybe I just want to see my unread messages first.

If I click this option, it's going to bring all of my unread messages to the top. And if I scroll down, I've got everything else.

These are all of the messages that I've opened at least once before. Now, it makes it more convenient.

I can always collapse my unread and just go to my read or vice versa. I can collapse and then maximize these areas as well.

But this is just one of the many different ways in which we can view our inbox. Another one here is called priority inbox.

And in this case, it's going to list my important and unread email at the very top. Next comes the starred area.

And now I've got everything else below that. Now you can customize these views as well.

So you don't have to just choose the default, but you can view these in a variety of different ways. I'm just gonna go back to the default view here for a second and show a few other views that you may not be fully aware of.

Down below our inbox type, we have our reading panes. Now by default, Gmail is showing us a no split view, meaning that I have to actually click on every single one of these emails in order to get into them and actually read them.

But if you're used to something more like Outlook, for example, you can get those views here as well. So here we have the right of inbox view.

So I can click on the messages on the left-hand side, but I can read them here on the right-hand side. And of course, I can reply and forward just like I would normally do.

This might be a more convenient view and yes, you can change it to your liking here so you can deal with email the way that you want. There's a third option here called below the inbox.

So here your messages will be listed at the top. And then down below, you will have the body of the message here.

So you can read and reply just as you would normally. So, make sure that you get comfortable with the different views, test them out for yourself so that you can find something that works for you.

Snooze email messages for later

Tip number two has to do with snoozing email for later. This can be one of the most effective ways of managing your email.

Let's say that you've got a message such as this one that has come into your account and you say, I need to reply to this, I want to reply to this, but I just don't wanna deal with it right now.

Well, if you leave it here in your inbox, it risks getting lost and maybe you just won't come back to it at all. However, in the very far right-hand corner of each message when you hover over that message, you can see that there's a little clock icon.

This is the snooze icon. By selecting this option, I can choose a time, one of the default times listed here, or I can pick a specific time when I would like this message to come back to my inbox.

So, no, it's not gone for good, it's simply just going to leave my inbox for a little while. So for example, maybe I wanna choose later today, I wanna reply to this this evening.

I'm gonna select later today, it is now gone. It is no longer in my inbox, but will automatically be returned to my inbox at 8:30 pm this evening.

Let's open up another message here and you can see, even once you've read the email, you can come up to the top and find that snooze button again. So in this case, I'm gonna say, actually, bring this back to me tomorrow morning.

It's going to leave my inbox and it will automatically return at the time I have specified. Now, if you'd like to address that email sooner, no worry, on the left-hand side here on the menu we have this snoozed option.

If we clicked snoozed, it's going to show us all of the emails that we have snoozed. It's also going to tell us here on the right-hand side when it is scheduled to come back to our inbox.

But we don't have to wait for those times. You can click on any of these messages and reply and do whatever you want with them.

You don't have to wait for that snooze time. You can even come up here and say unsnooze which will simply bring it back to your inbox.

Here it is again, and I can deal with it normally.

Add labels to important email messages

Tip number three has to do with labels. And on the left-hand side you can see that I have a number of labels here already, but I haven't been using these labels very well here within my inbox.

Labels can be a very effective way to differentiate the important emails or just categorize your emails in different ways. So for example, if I click on this email again and I come up here and select the labels icon, I can choose from one of the labels that I've already created here.

So, let's say this is something I need to address, I'm gonna select action required. Now when I go back to my inbox, it really stands out from the rest of my emails.

Maybe I have a few of these scattered throughout my inbox. I can see, you know what, I need to do something with this, I need to go back and reply to these.

Now Gmail also makes it very easy for us if we wanna select multiple emails, maybe these three emails, for example, I need to do something with later. I'm gonna check their checkbox beside the message, come up here to labels and I'm gonna say that, yeah, these are urgent.

Maybe I'm gonna use my label in this case, I'm gonna say apply. And now I have those labels here as well.

So another way to make things stand out as you're working through and getting through all of your messages.

Create filters and skip the Gmail inbox

Now to go one step further than just adding labels manually, what we can do is actually add labels automatically and filter out messages. And the great thing about filtering within Gmail is we can actually have certain messages skip the inbox.

Prevent all of this overload within our inbox and go directly to one of our labels here on the left-hand side. So, for example here, let's say these ClickUp notifications.

Maybe I don't want to be seeing them here within my inbox I'd rather that they go directly to my newsletter label. Well, what I'm gonna do is I'm gonna click up here on the search mail and I'm gonna say, clickup.com, and I'm just gonna hit enter in this case.

And you can see I've got a number of these emails that have come back with it. What I'm gonna do is I'm actually gonna create a filter this time.

So I'm gonna click on this little icon here that says show search options. So either I can search for the word, clickup.com or I could search for a specific address.

In this example, I'm just gonna use this term, clickup.com because almost all of their messaging is going to have that somewhere within the body of the email or perhaps the header or the footer. Now, instead of hitting search here, which is just gonna bring me back to the results that we see here.

I'm gonna select create filter. And here is where the magic is going to happen.

The very first option we have is skip the inbox in brackets, archive it. So I'm going to choose check that, why?

'Cause in the future, I don't want any of these messages starting in my inbox. I wanna come here to newsletters and read it when I want to.

So, in order to make that happen, I'm gonna select apply the label. I'm gonna choose the label newsletters in this case.

And in this case, in this particular example, I'm also going to say, apply this filter to the 11 matching conversations. Meaning, those 11 conversations that are already in my inbox, I wanna send them to this label.

I want to send them out of the inbox and apply this label over here. I'm gonna select create filter.

So now when I come back to my inbox, all of those ClickUp messages are gone, but if I click on newsletters, I can find them waiting for me here. So I can deal with them when I want to.

Using and creating filters can be a very powerful way for you to manage an out of control inbox.

Add a plus sign to your Gmail address

Last but not least, I've saved something almost magical for the very end. Here you can see that I'm using my test account where the email address is Scottftest1@gmail.com.

But what Gmail allows us to do is it allows us to add a plus symbol and then whatever we want after the first part of our email address, the first part of the email address, but before the @ symbol. Why might this be useful to you?

Well, let's say that you're signing up for a new account, or you need to submit your email address for a newsletter, you can identify who is using that email address. You can even filter on that email address if you want to in the future.

So let me show you how this works. Let me go to a different test email account, and I'm going to craft a new message.

So let's say that I've given an email address to a marketer, but instead of Scottftest1, I actually input Scottftest1 plus, and I'm gonna say newsletter. Then I'm gonna continue with my email address @gmail.com.

Okay, so this is what I've entered in, or this is what I've given someone, my actual email address but then I've used the plus symbol and then here you can add whatever you want. In this example, I'm saying newsletter@gmail.com.

Let's just type in newsletter test in this case and then we're gonna send this message. What's going to happen is I'm going to receive that in my inbox.

It may take just a second, but there it is. I received it here in my Scottftest account.

You can see that they input the correct email address. It has this +newsletter@gmail.com, but no matter what you put in here, it's going to end up in your inbox.

So now I could filter on this if I need to, I could be a lot more specific and include the name of the app or the name of the website in which I'm setting up. And I could go on to filter out these messages if I need to as well.

So if you don't want to give your actual email address, you can use this plus symbol and add whatever it is you want. This can also be a great way of seeing if any of those services have shared or sold your email address to someone else.

Well, I hope you enjoyed today's video and the tips that were shared here. If so, I would encourage you to subscribe right here to the Simpletivity channel.

Thank you so much for watching today's video and remember, being productive does not need to be difficult, in fact, it's very simple.

Using Contact Labels and Groups

You probably have hundreds, maybe even thousands of names and email addresses that you need to keep track of. Well, in today's video, I'm sharing with you seven tips and tricks so you can get the most out of Google Contacts.

Hello, everyone. Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And let's dive into tip number one, which is relatively simple, but so important.

It has to do with Labels and using them. If you're not using your Labels here on the left-hand side, you are missing out and wasting a lot of time.

Now, perhaps the best way to think about Labels is to refer to them as groups. It's an opportunity for us to group different contacts together.

In order to create a label, all you need to do is just select this plus button. Let's just call this one New Label.

I'm gonna call it New Label 2, since I already have a New Label here. And now what I can do is I can open up any of my contacts.

I can hit this Edit button here and I can start to add a label. Now, you don't have to limit yourself to just one label per contact.

Maybe they're a part of two different groups. So I can leave them as those two labels there, and I can hit Save.

When I exit from this contact here, you can see that I have these labels attached here. But it's so much more valuable than just organizing and being able to quickly filter these different labels and these different groups within Google Contacts.

When we go into our Gmail account and we wish to compose something, if I start typing in the name of one of my labels it will appear as an option. So now I can select this ABC Work Project Label, and now I have all three of my contacts right here, ready to send this email.

Make Labels Stand Out with Emojis

Now, sticking with labels, let's look at how we can more easily identify our labels, whether it's here within Google Contacts or elsewhere. One of the disadvantages of labels is that they do not give us the option to add a color.

Here, you can see if I want to edit the name of this label, I can name it anything I want, but there is no actual color. So when I'm viewing all of my contacts here, you can see I have sort of this gray color here.

It can be really hard to differentiate. Well, here's a great workaround to help you identify those labels.

I'm gonna go back to my ABC Work Project here and I'm gonna hit the edit button. This time, I'm gonna put the cursor at the front, and all I'm going to do is I'm gonna bring up my Emoji menu.

And here, I can select any graphic that I want, or I can keep it simple. Maybe I just wanna select this red dot so this label stands out.

I can hit Save, and now you can see where a person had that label attached, it's very clear that they are attached to this label. I can also see it over here on the left-hand side.

This is especially helpful if you have a long list of labels. But let's go back to our Gmail account for a second here, and I'm gonna hit Compose.

Remember how it's going to automatically bring up my labels? Well, if I type the letter a, I'm gonna get a lot of names here.

If I type in b, I might get a few more names, but you know what? Because that label has this emoji attached, it's so much easier for me to differentiate between these individuals here and my actual label, my actual group down below.

So now I can select that. I've got the same three.

This is the exact same group, but it's just that much easier for me to identify.

Sharing Google Contacts with Others

Tip number three on our list has to do with sharing your contacts with others. Now natively, Google does a very poor job in allowing us to do this.

That's where the Shared Contacts for Gmail extension comes in. Shared Contacts allows you to share specific contact labels with your team or even external users.

And just like how you share things in Google Drive, you can select who can view, who can edit, and who can add new contacts. Then, they can access your shared labels and contacts on their mobile device, desktop, and hundreds of other apps that synchronize with their Google Contacts.

And with the Shared Contacts for Gmail add-on, your team can create contacts from email centers, include notes, and add the contacts to the shared label directly from their inbox. If you'd like to learn more about Shared Contacts for Gmail and try it for yourself, see the link in the description below.

Custom Column Display

Now, tip number four has to do with customizing the way that we view all of our contacts right here within Google Contacts. Now, first off, we can come up to this gear icon and select More settings, and we can choose if we want to sort our list by first name, or by last name.

But what can be so much more helpful is actually changing the order and what is displayed here within the main screen. So here under the three dots, we can select the Change column order.

That's gonna bring up this dialog box here. Now by default, Name is always going to be the very first column.

I think that only makes sense. But the next four columns we can customize and rearrange.

So for example, maybe I don't want Labels to be my second column. All I need to do is go to the right, click and drag, and now I can bring it to the spot where I want it, maybe the fourth section there.

But, we also have a dropdown menu below each of our options. So for example, under Address, if I select this, maybe I want the job title and company instead.

Maybe their physical address is not so important to me in terms of what their job title actually is. All I need to do is say Done, and now you can see that my columns have been rearranged.

I have my Job title & company column listed here, and now my Labels are in the fourth column. So depending on your needs, you can rearrange things any way that you like.

Adding Profile Pictures

Now, speaking of display, the fifth tip I have for you has to do with adding an image to important contacts. Sometimes it can be hard to differentiate between this long list, especially when we just have a variety of colors and the first initial represented here.

But maybe you have some very important clients, or maybe just people that are very close to you and you would like to add their picture here. Now, if Google can't find their picture based on a Google account, you can still add it, and I wanna show you a very easy way to do so.

So let's say I open up the contact here of my friend, Francesco, and I wanna add his picture. I'm gonna go here and it's gonna ask me to upload a photo, but this is certainly not him and I don't have a photo of him on my machine, but I probably have access to one or more of his social media profiles.

So if I go over to his Twitter account, all I need to do is click on his picture, I'm going to right-click and select Copy image address. Not Copy image, we need to select Copy image address.

Now I'm gonna go back to Google Contacts and select Upload a photo. Now, it's true, I haven't actually downloaded his photo yet, but that's not a problem.

All I need to do is paste it in the file name and select Open. And now what will happen is that it will automatically upload that picture.

I can say Done here, and now I have it added to his contact name, so I can see his smiling face and easily find him within my Google Contacts list.

Merge Duplicate Contacts

Next, let's take a look at how we can merge two or more contacts, especially if we have duplicate information within our contacts list. Now, the good news is that Google Contacts will try to find accounts that are duplicates based on either the name or their email address.

If you come over here and select Merge & fix, it will have a list if it has found some suggestions for you. However, what if you come across a name or a couple of names that you know are the same individual, but Google Contacts has not identified them here?

In this example, I have a Steve and a Stephen, but these are the exact same individuals, I just have their work email and I have their personal email as well. So, how can we merge these two together?

All we need to do is come over here over top of their profile name and select the checkbox. So now that I have both selected, I can come up to the top, and I'm gonna select this Merge icon here.

It's gonna work and merge those two together. Now, although it just kept one name and we're only seeing one email address, no worries, we're gonna have access to all of that information.

Here you can see it's actually saved both of the addresses, both of the company names down below, and both of the email addresses. I can always come in here and edit this and say, actually, he prefers to go by Steve, or I know Steve on a first name basis, so I can do so there as well.

I can even come in here and say that, you know what? This is a personal, or his home email address, and this here would be a work address here.

So I can include that here and hit Save. Now, the nice bonus here is that you no longer have multiple versions of this individual, but if we go back to our Gmail account, and let's pretend that we're composing a new email, and I start bringing up Steve, it will still bring up both of those email addresses for me to work with.

Here you can see the exact same name, but I can access either their personal address or their work address. Last but not least, perhaps I've saved the very best for this last tip.

Shortcut Keys to Access Contacts Fast

We spend so much of our time dealing with email and accessing our contacts here in Gmail that sometimes it can be a hassle to come up here and remember to open up Contacts, or to get into Contacts on an easy basis. Well, I wanna show you a shortcut which makes this so much simpler.

First of all, you're gonna need to go to your settings and select See all settings. And on the first tab, the General tab, you wanna scroll down and make sure that your shortcuts are enabled.

Here, near the bottom, we have Keyboard shortcuts, and you wanna make sure that Keyboard shortcuts are on. Why?

Because now any time that you're here within your Gmail account, all you need to do is select the keys G and C and your Google Contacts will automatically be opened up in a new tab. No longer do you need to be fumbling for that icon, or remember how to get into Google Contacts, just GC whenever you are within Gmail and you'll automatically be brought to your Contacts page.

Well, I hope you enjoyed today's video and got a lot of value out of it. If so, be sure to give this video a thumbs up and subscribe right here to this Simpletivity channel.

Thank you so much for watching, and remember, being productive does not need to be difficult, in fact, it's very simple.

Working with Projects in MeisterTask

You want your project management tool to be easy to use but you also need advanced features. Where is that middle ground?

Well, I think the answer is MeisterTask. In today's video, I'm giving you a full review and all of the features that I think set MeisterTask apart from other project management systems.

Hello, everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And let's dive in.

Here we are taking a look at a project within MeisterTask. And right off the bat, you'll probably notice that things are a lot more colorful.

I would argue maybe just a lot more beautiful, and that's something that I don't say a lot about a number of productivity apps. I think it's important that you like the tool that you're using and the members of your team actually want to be in here so you don't have to remind them to come in and log into that project management tool.

So right away, you'll notice that our different columns, our different lists are very colorful, very easy to read, and they're also customizable. So, for example, if I want my In Review to be more of a red color, make it stand out a bit more, I can do so.

It makes it easier for me and my team to see exactly where everything is. You'll also notice that MeisterTask makes it very easy for me to see how many tasks I have in each stage.

Yes, Trello, I'm looking at you. You haven't built this in just yet so I can quickly see a glance of what things are going on.

And you may be paying attention to these 3/3, 3/4. Yes, you can set limits for a certain list.

So if I drag this task over into my In Review, it's gonna give me a warning, "Hey, this is more than the number that you have set for this particular list." Now I don't need a limit for every single list, but this is a real nice to have for particular stages of your workflow or of your projects so that you can see what is going on.

Viewing your projects the way you want

On top of that, I can do other things such as, for example, maybe I want to collapse this list and maybe I don't really need to see the Done list. It's just taking away from my attention, taking away from my focus, so I can just focus on the lists that are important to me.

And they're still functional. So for example, if I need to drag this into the Done list, I can still do so, I just don't need to see everything that is going on within that particular list.

So I really like the layout of what is going on here within MeisterTask. A couple of other features to draw your attention to.

How about this? I need to edit this one and this one and this one.

Yes, that's right. You can multi-select all of your tasks here.

So if I need to come up here to the top and say that, you know what, I need to set a due date for all four of these tasks, it's gonna be next Friday. I'm gonna hit Done.

Boom, everything is done. I didn't have to go into each and every task and make the same change over and over again.

Key productivity features to stay on task

If we open up one of these cards, here's something that I think is fantastic to help you and your team stay on top of their tasks. At the very top of this task, you'll see that it is currently assigned to Vivian, but there's another section over here called Watching.

And you can see that both myself, and if I hover over here, we have Zoey, we're both watching this task. So what is the difference?

Well, at the moment, Vivian is the owner. Maybe she's the one who needs to do this, fill out the experiment document, right?

She's the one who is next in line for completing something here. But perhaps Zoey is the manager.

Maybe I have some other tasks on this. I just wanna keep an eye on what's going on, but there's a distinction between watching, those who are just watching this task and those to whom it is assigned.

Now watch what happens when it's my turn to take over this task. I'm gonna come up here and I'm going to select myself and… Oh, wait a minute.

Where did Vivian go? Well, Vivian automatically became a watcher.

Why? Because within MeisterTask, assignments are one-to-one.

You can only have one person assigned to a task at any given time. You can have as many watchers but only one assignment.

If I close down this task, you'll notice that it's very clean and simple. We only have one avatar.

We only have one profile picture on each and every one of these tasks. I don't know how many times I have been coaching and consulting my clients, telling them, "Please, just assign to one, maybe two people at the best."

Whether you use Trello or Asana or some other project management tool, I see teams assign so many different people to the same task and then people get confused. Well, who owns this?

Who should be working on this next? I love that this is built right in.

If I need to assign this to Jerry, for example, now I become a watcher down below. I'm still gonna receive updates and notifications, but Jerry is the one who is next in line.

Time tracking tools built-in

You also see that we have time tracking built right into our tasks. So if I start working on this, I can hit that play button regardless if I'm the one assigned to it.

Down here under the Activity section, you can see that Scott started working on this task. And when I close this particular task, I can see very clearly which task I am working on.

I can even see that total up here in the top right-hand corner. Maybe I switched gears and I need to start working on this project.

So I'm gonna hit play over here. Well, obviously I can't be working on two things at the exact same time, so I am no longer tracking down here.

I am tracking this project. And if I need to stop, I can just hit the stop button here and I can review that data later on.

So again, very thoughtful features here to make your life and to make your team that much more productive. Now, if you prefer to work within a Gantt chart or timeline view, you can do so right here.

I can click on any one of these tasks and go directly into the card and start editing that information and come back here. MeisterTask also allows you to see both at the same time.

So if you wanna see your board view but also see your timeline view, you can do so here as well.

Dashboard & Personal Agenda View

But let's jump outside of this project and let's go to the home screen because there's another area which I think really sets MeisterTask apart. First off, we have a dashboard, and this really isn't that unique.

Many project management tools have a place where it will summarize all of the tasks that are assigned to you across multiple projects. Here, you can see our time tracking is listed here and a few notifications on the right, but just below Dashboard, we have an area called Agenda.

And what I love about the Agenda is that this is a private place. This is a private workspace just for you.

No one else on your team can view this. You can now manage your tasks across multiple projects any way that you like.

So here on the left-hand side, I have a list of a number of things that are assigned to me, but on the right-hand side, I have my own personal customized board. So I can change all of these headings, I can add more, I can have as few as I like.

But now I can start to organize, I can start to drag things over here and work the way that I like to work. The way that I go about my day may be very different from the way that you go about your day.

And maybe you would like a certain heading or a certain column that doesn't even exist in one of your projects. No problem.

That's what the agenda area is for. And again, these cards are just like within the projects, we can open them up and continue to work as we go.

Let me jump into this editorial calendar project for just an example here. Now, all of the things that are assigned to me are going to be visible for me to add, but even if I'm not assigned.

Let's say that I want to keep an eye on this task here, all I need to do is select this push pin icon. And then I have the option to put it under the Upcoming.

Maybe it's something that I'm gonna be working on within the next week so I can select where it is going to be in my agenda. If I come back to my Agenda screen, here you see, now it appears here within my private agenda workspace.

So I think this is a great addition to help you stay productive. You can work and organize your tasks the way that you like.

Reporting and Custom Data

Now, another area where I feel many project management systems fall short has to do with reporting. And I think MeisterTask creates a nice balance between complexity of the numbers and the data that you can get, but also with the ease of use in creating and viewing these reports.

So for example, here, maybe I just want to see the things that have been completed. I just completed this this quarter, for example, and I want to group them by project in this particular case, so I can see that data quickly and easily.

I can manipulate these tasks if I want to click on them right here from within this reporting window. And last but not least, I can save them.

So if I want to repurpose or reuse this report in the future, MeisterTask makes it nice and easy. Now, if you'd like to try out MeisterTask for yourself, you can sign up for their free forever plan or use the special coupon code SIMPLETIVITY and receive 15% off any of their paid plans.

As always, thank you so much for watching. Remember, being productive does not need to be difficult.

In fact, it's very simple.

What is JotForm?

There is good reason why JotForm has the highest rating on the G2 website and has the title of Best Online Form Builder. In fact, when you look at this comparison grid, JotForm is up here and all of its competitors are somewhere down here in the mix.

Yes, JotForm is both the leader and a high performer when it comes to creating your forms online. And why is that?

Well, you can create a form in a matter of seconds, not even minutes. You can add your custom logo, you can add your colors and create a form like this in literally less than a minute.

Or maybe you want something that's going to wow your audience, and also keep their attention so that they can fill out your form and actually see where they're going with the preview down below here. I really, really liked this form.

And perhaps best of all, JotForm integrates with more than 30 payment processors, so you're not just limited to things like PayPal and Stripe. You can collect payments any way that you want from your customers all over the world.

Just when you thought things couldn't get better with JotForm, they introduce something new. And today we're gonna take a look at how you can manipulate your data right here from within JotForm.

Overview of JotForm Tables

So here I am within JotForm looking at some survey data which was collected via a form. Now in most forms, such as SurveyMonkey, or Google Forms, or almost any other form builder, your very next step would be to download this information, probably into an Excel file, so you can actually start to manipulate the data and start to apply other things.

What JotForm Tables does differently is it allows you to do all of those things that you would regularly do in a spreadsheet and more right here from within JotForm. So for example, let's say I want to freeze the Name field, because that's what I'm gonna be referencing right away.

I'm gonna freeze that column, so no matter where I scroll here to the right, I can see that name here. Not only are things colorful here, but I can manipulate the data, if need be.

Let's say that this individual here actually has updated their job title, they're no longer an other. I can click on here and use this dropdown and say that, yes, they are now a nurse.

Now things are relevant, now things are staying up to date. But what the real power of JotForm Tables is, is that I can add other columns once I've received this data.

So for example, maybe I want to do an evaluation of all of the employees here. Maybe I need to schedule an interview, for example.

Within the Add a New Column dialog we can add any number of basic fields, many of the things that we could have added to the original form. We can even add some formulas, whether they are complex formulas or just some simple addition and subtraction.

We can either connect other forms or connect an existing table. But let's go back to the basic area here.

In this case, let's say I do want to schedule an interview with these individuals and I need to see if I am keeping track of when those interviews are scheduled. So I'm gonna say Interview Scheduled is the name of the column, and I'm gonna hit next.

I'm gonna just give them two options. Basically it's a yes or no as my team and I need to reach out and contact these individuals.

So I'm gonna say that yes is one option and I'm gonna say no is the other option here. So these are the two choices that I want to create from.

I'm gonna say Create Column. And now I've got my Interview Schedule column.

So now as I work my way down the list, I can say, ah, yes, this person I have scheduled that interview with them. Hilly here, yes, I've scheduled with them as well.

I've reached out to Kermie. Still hasn't gotten back to me. So that is a no.

You can see the value here is that I can actually start to work with the data rather than just exporting it somewhere else.

Adding Tabs & Filtering Data

But let's take a look at the tab feature up here. And yes, this is much more than just adding a new worksheet within your Excel or within your spreadsheet document.

Let's say I just want to focus in on all of the head nurses here under Job Title. Now, I could use the filter here to get me started, right?

I can say let's take a look at the job title and I only want them to include the head nurse. Let's apply that filter.

So now I'm only seeing these head nurses at this moment in time. But you know what? I don't want to just filter this information because sometimes that can be confusing.

Maybe I just want to focus on this data or have other members of my team see this data so they're not confusing it with the master data or the default data that we see here in this first tab.

So in this case, what I can do is I can say create a new tab and I'm gonna say head nurse, in this case, and I'm gonna say Create Tab. So now you can see this new tab has been created.

And all I have in front of me are those with the job title head nurse. Now what makes this so powerful, because JotForm Tables is an actual database, is that the changes that I make here or the changes that I make on the first or the master tab here are going to reflect in both places.

How many times have you copied things or created a new worksheet in Excel and you start changing things, and, oh, but I didn't have it synced up or I didn't have the right formulas in place so things are happening there. So let's take a look at an example here.

Let's go back to employee information and I'm just going to remove this filter so we can see all of that data here available to us. If I go back to the head nurse here, we can still see just the information that we're viewing, just that head nurse information.

All right, so if I come over here, and let's find someone that has that head nurse title here, let's say Shane here, and let's say that, oh, you know what? Shane's date actually isn't October 18th, 2010.

I spoke to him the other day and we need to update this. This is actually incorrect. He was actually hired in 2012.

So I'm gonna update that time there. So you can see that it's 2012 for his entry.

If I now go back to the head nurse tab, and let's find where Shane is, here he is, October 18th, 2012. It's an actual living, breathing database.

So as things change in one area, they are going to be reflected everywhere else. So maybe this is where I want to be scheduling those interviews.

Maybe I'm assigned to just make the interviews for all of the head nurses. Everyone else on my team can have access to all of the data here, but I can be hyper-focused and zero in on just this subset of area that I want to.

On top of that, maybe I don't need things like job start date and phone number here. So maybe what I want to do is I want to come down here and hide this column, and maybe hide the phone number and the birth date.

I just don't need that information as I'm planning things out here. It's not gone and it's not hidden from my first tab here, but this allows me to work so much more efficiently, effectively, and especially if you're sharing this with others.

Different Views, Charts and Reporting Options

Another great benefit of using JotForm Tables is that we can view our data in a number of different ways. More than just creating filters or different tabs along the top, we can come down to any of our submissions and hit this View button, and we're gonna see the full details for that particular entry.

But it gets better than this. What we can do is come up to the tab itself and say Change Type.

Here we have some other views which are gonna help us out a lot. I particularly like the Cards View, which gives us sort of a snapshot view of multiple entries at a given time.

So we can see the details. And if I need to come down here and say, yes, you know what?

I have scheduled this interview, I can come down and say yes. I can work within this view. It's so much more than just reporting.

But speaking of reporting, let's go back to our table view here. And let's say I want to get a quick glance at the breakdown of all of the different departments.

Now, if you are using a traditional spreadsheet tool, you would have to select this entire column and then cross-reference it with perhaps a name or some other column on a different axis to be able to produce that report. But I want to know this right now.

Well, all I need to do is select this dropdown and say Summarize with a chart. And now instantly I can see the breakdown of the different departments which are represented within this particular form.

And keep in mind that this is dynamic. So if this particular form is still open and people are still submitting entries, they can do that, and this report will be updated accordingly.

I can even choose a different type of bar chart or type of graph right here within this view. So a variety of different ways in which you can view that data immediately as you're working with your forms.

Import and Connect Other Data

Now because JotForm Tables allows us to manipulate our data and rearrange the information any way that we want, we may want to add other data to this table or perhaps add another tab.

So in this example, I'm gonna say Add Tab. I want to add a table view. But in this case, I want to connect to another form, or perhaps another survey that I've given my employees.

This one's labeled Medical History Form. I'm going to say Next. And now I can choose only the data that I want to include.

Maybe I want full name and I want a couple of these key questions here to include in this table. I'm gonna say Create.

And now I have this data right here alongside my other tabs. So if I need to cross reference this, if I want to combine some of this data, I have it now at my fingertips.

And since JotForm Tables is so much more powerful than your traditional spreadsheet, you may want to add other data that you didn't collect in a form.

So here under Add Tab, I'm once again going to select Table View, but this time I'm going to select Import From a File. And JotForm accepts any type of CSV or Excel-formatted file that you can upload right here to JotForm.

So if you need to cross reference, if you want to work with your data in a much more manageable and easier way, you can bring that in here, as well.

So if you'd like to get so much more out of your data with an easy-to-use interface, get started with JotForm Tables with their free forever plan.

Be sure to click the link in the description below to learn more. Thank you so much for watching today's video.

And remember, being productive does not need to be difficult. In fact, it's very simple.

What makes Keap different?

Your CRM system needs to do so much more than just manage contacts. So in this video, I'm sharing three features in Keap CRM, which will make your life so much easier.

Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And here we are within the home screen of Keap CRM.

Now, I could show you how easy it is to manage your contacts. I could show you how to set up a pipeline right here within Keap, but you know what? Every CRM does that.

So rather, I want to focus on three features that I think set Keap apart. One, appointment scheduling, which is built right in.

Two, automations that are actually easy to set up and maintain. And three, perhaps my favorite, all of the mobile features, including a free second business line, which is really gonna make a difference with your business.

Appointment Scheduling

So let's get started with Appointments. Chances are, you're already using another tool such as Calendly to manage all of your scheduling, and you know what?

That's just one other place you need to go to manage all of your appointments. It's also an additional cost.

Well, the great thing about Keap is that it keeps your appointment scheduling built right in. I got a few set up here already, but let me show you how easy it is to set up your own.

So here, I'm gonna hit this plus button, and I just need to give this a name. Maybe I'm gonna call this one an Audit Session.

So this is where I audit someone's technology, for example. And down below, I can choose where this meeting or this appointment is going to take place.

I'm gonna say online in this case, and I can either choose to integrate with my own Zoom meeting link or I can use and paste any link that I want. I'm just gonna say, testlink here for this particular example, and then hit Next.

Now, under info, I get to choose my hours and availability. So this is gonna be a full hour I'm gonna select.

I can choose if I wanna add a Buffer time, just to make sure that none of my appointments run right into the next one. And last but not least is Availability.

So let's say that, you know what, on Friday I don't want to take any of these types of sessions. And maybe on Wednesday, I need to pick up one of my kids a little bit earlier, so I'm gonna say 3:00 PM.

I love how simple and quick it is to set up these appointment settings. I'm gonna select Next here.

And last, we have a few options, I can either choose to include some Pre-appointment instructions. So here I can ask some questions or just let them know what to expect as they book this session with me.

Lastly, I can choose which calendar or multiple calendars they should use to determine my availability. So here, I've already synced my calendar with Google Calendar, and this is the main one that I want it to reference, to make sure that it doesn't double book me or book me over anything else that I already have scheduled.

I'm gonna select Finish, and now I'm done. All I can do is share my link with others.

So I'm gonna hit Done here. And here's the Audit Session that we just created.

Now, I can either click on this link directly, and it's gonna take you to a preview of what my prospective client will see. And again, it's simple, it's easy.

Yeah, maybe next Tuesday at 2:00 PM works for them, they can select Book now and start to fill in their information. But if I go back to my Appointment Setting here within Keap, I can also send this invite directly.

And what that means, is if I select this button, it's actually gonna open up my email dialog. So now, I can send this directly to a particular client, maybe on my list.

It already has the link embedded into the email down below, so that they can book a session with me. Making it that much easier for me to get more bookings and to send these invitations out to others.

But let's don't stop here. Let's take this one step further, and look at how we can incorporate this appointment link into an Automation.

CRM Automations

So under Automations, I know a lot of people complain about how difficult it is, and they say, "Scott, listen, I don't have a background in technology. I don't feel comfortable setting up this type of automated workflow."

Well, Keap actually makes it simple. And I'm gonna show you how.

Number one, Keap gives us a number of different templates to help us get started. Everything from some easy or simpler ones, all the way to some more advanced.

And you can build your own from scratch if you like. Why don't we get started with this Free consultation template just to get us started, and I'll show you how easy it is to set this up.

So in this case, I'm gonna call this Audit Hour Session. Right, so, as it goes with the appointment that we just set there, we're gonna invite people to click on that link so they can book some time with me.

And the language that is used here is very easy to understand. When this happens, Then, this is going to happen.

And you can keep it as simple or as complex as necessary. So in this case, the When is gonna be when someone fills out a public form.

Meaning, maybe it's a contact form on our website or maybe it's another form that we have linked from our social media profiles. You probably already have a form such as this on your website, or you can create almost any type of form right here within Keap.

When that happens, we want to send them an email instantaneously. So as soon as they submit that form, we wanna send them an invitation to book a time with us.

So here is the, Then send a Free consultation email. Now it's already included a template here.

I'm gonna click on the Edit icon. So here you can see what that person will receive.

And the great thing about keeping all of this within Keap is that you can merge your contact information directly into your messaging. Do you know how much more likely someone is to open up an email when their name is actually in the subject?

Let's get something scheduled. Tom, you can put that right in here, even though they just a few moments ago entered in their name into that contact form. And you can see that again here within the messaging itself.

But we want them to click on that booking link so that they can set up a time with us right away. So instead of Let me know a few times that work for you and I'll get it scheduled, what I'm gonna do is I'm gonna delete this last sentence and say, "Please use the link below to book a time with me."

Okay, and now all I need to do is insert that link. Do I need to go back and paste the link? No, no, no, no.

Keap makes it so much easier. Down below, we have this Add booking link icon.

When I select this, I've got all of my scheduling appointments right here. Here is that Audit Session that we just created.

I'm gonna select that, and now it's gonna bring it right into that email. I'm gonna select Next at this point.

And now, I get to choose if I wanna send that email immediately or maybe delay it by a bit. Well, I wanna show how prompt I am so I'm gonna leave it at Immediately.

I'm gonna select Next. At this stage, I can say, Preview and see where my form is at.

Really nothing much has changed other than the few tweaks that we've made. But wait a minute, I think I wanna do something more, because what if they don't book a meeting with me?

What if they don't click that link? I'd like to send a follow-up.

So I'm gonna select on this and I'm gonna add a Then after this first email. I'm gonna hit this plus button, and I can choose from one of these options or Show all the options down below, which gives us a lot of things that we can consider.

But in this case, I'm gonna select Send another email. And I'm gonna send a follow-up email in this case.

So maybe I'm just checking in, or maybe I wanna customize this message to say that, "Hey, just wanted to see if you wanted to book a time with me." So once again, what I'm gonna do is I'm gonna insert that Booking link to make sure that they have it at their fingertips when they receive this email.

I'm gonna select Next. But in this case, I'm not gonna send it immediately.

I certainly don't want them to have two emails hit their inbox at the same time. So in this case, I'm gonna select Delay.

And I'm gonna say, "Send the second email two days after the first one." Two days after they send that form.

I can even choose if I wanna send it at a specific time, if I like. I'm gonna hit Next here.

And so now, we have the first email, as soon as they send in the form, then we have the second email, which is gonna come up later. But you've noticed that we have now a Stop option.

And this is important because do we want to send this second email if they've already booked it? No, of course not.

We wanna stop this second message from arriving if they've booked something with me. So in this case, I'm gonna hit this plus button here, and I'm gonna say, "We want to stop it when an Appointment is scheduled."

I'm gonna select this, and I can either choose when a specific type of appointment is selected or confirmed. Or I can say Any appointment.

I'm gonna select Any appointment in this case. I can either choose if anyone within my organization is scheduled or maybe just a particular user, in this case.

I'm gonna leave it at Any user, and I'm going to select Next. I can come back and select Preview, and now we can see everything in simple language.

When any public form is submitted, Then, send that Free consultation email. Then I want you to wait two days and at 8:00 AM send the follow-up email.

However, I want you to stop this entire thing when any appointment is scheduled. Now I can select Publish.

And now we've got this automation in place. I don't have to do anything but look great to my prospective clients, and have them book more sessions with me.

Mobile App & 2nd Business Line

Last but not least, and maybe my favorite. Let's take a look at the amazing mobile features within Keap.

So here I am within the Keap app, and the first thing which is amazing and will save you so much time, is that keep gives you a free second line. Meaning, you can use one device, your single phone and manage both your personal number and your business number.

No more adjusting and, "Oh, who is this for? Is it for me? Or is it a prospective client?" So you can manage all of that on the same device.

So here we go. You can see that I've been having a conversation with my fictional client called Fred. And I can say, "Hi Fred, just checking in. Seeing if you want to book something with me." for example.

I'm gonna hit Send here, and you know what's going to happen, is I'm gonna get an alert on my phone. Do you know why? Because I'm actually sending it to my personal phone.

I just wanted to share with you an example of how I'm using two numbers on the exact same device. So I can go back and forth and share this information, even though I might manage my personal life with my main line.

And now I can use this business line either for special purposes or as my new business number. But the great thing is, is that all of the great features that we saw when it came to appointment scheduling and those appointment links, and even things like invoicing, we can send here via text.

So for example, "Let's book a time together." for example here. And what I can do, is that I've got a few different icons down below.

You'll recognize that we have this Booking Engagement icon here where I can say, Oh, there's that Audit Session that we created. I'm gonna select that one.

It's gonna put it directly into the text message. Now, they can book that time with me.

So easy, there it is. I've just sent it off and now my test account has received it up above, so they can book that time with me.

We can even add text templates here within Keap as well. So if I choose this icon just to the left of the money symbol here, you can see that I've got a variety of templates all ready, ready to go.

So here's this Follow-up one here, which of course, is gonna include Fred's name directly in it here because I've merged those fields together. So, look at how quick that was to send a follow-up message to Fred.

I already had the template ready. Now, it's ready to go.

Another fantastic feature that you can do here on the mobile phone, is if I come over here to my Settings, I can take a look at my different Notification settings.

So, here under Messaging, you can see that we have something turned on called Auto-replies, meaning that if I'm on a phone call or if I just can't reach or answer a phone call, I can send automated text replies so that they know that I'm being attentive. They know that I'm responding in due time.

So here, for example, if I miss a call during Do not disturb, this is perhaps the message I want them to send immediately. So they know that "Hey, I'm on top of it. I'm gonna get back to you."

But I can send that text message, have these rules in place so that no matter what I'm doing, even if I'm in a meeting, or I can't get to my phone, they can get an auto-response via text messaging.

But guess what, it gets even better, because you know what? I don't spend all of my time texting and managing my business on my phone, let's jump back to the desktop.

So now, back within the Keap desktop version, you can see on the left-hand side, I have a heading called Messages. And yes, that's right.

I can manage all of my text communication right here from within the desktop. I even have the templates available to me and those booking links.

All of these shortcuts which I can add right away. So, even if I'm not in front of my phone, and if I'm working on the desktop, I don't wanna go and waste my time by picking up my phone again. I can say, "Thanks, talk to you then."

If you'd like to try out these Keap CRM features for yourself, including the free second business line so you can manage everything on just one phone, be sure to click the link in the description below.

And if you have questions about Keap CRM, include them in the comments. Thank you so much for watching.

And remember, being productive does not need to be difficult. In fact, it's very simple.

Looking at the Pyrus Inbox

If you need to approve contracts, payments, or other requests within your business, Pyrus may be the ideal solution for you. Let's take a closer look. (frame zooming)

Welcome to Pyrus. Pyrus presents itself as an excellent team communication tool, but I think its real strengths have to do when it comes to its task management and especially its workflow management when it comes to creating forms.

But let's start with the basics. Here we are within our Inbox, and this is really going to be your home base within Pyrus, because not only can you manage all of your own personal tasks or projects that you're working on with your team, but as you are assigned different steps or stages, as we'll look to a little bit later, they will also appear here.

So, you always know what is needed and where you should be focusing your attention. To create a new task in Pyrus, it's as simple as just hitting the New Task button, and we're gonna send out a weekly newsletter.

That's gonna be the task in this case, if I can spell it correctly. And we can add as much description here as we want.

Here are some of the additional bonuses of using Pyrus. Unlike other tools, we don't just have to make an assignment to an individual, we can also assign to roles.

This is really, really powerful and flexible because maybe you have more than one accountant, and it doesn't really matter which one it's assigned to, as long as they know they are at that stage and they need to approve it.

The other nice thing is that we can create a workflow in the moment. So, if I need to create beyond just sub-tasks, I can say who needs to approve those roles as I'm creating this task here.

Another nice feature is that I don't have to just hit Send, which is more than just complete or add, because really, when we're talking about workflows and forms, it's a process, right?

So, you're sending this to the next person in the stage, but I can also hit Send & New. Okay, it's forcing me to select a person in this particular case.

I'm gonna send it to the Editor. I'm gonna say Send & New.

And so now, I can immediately start filling in my next task or create my next workflow. But let's get out of our Inbox here for a moment, because I think the real power within Pyrus

Creating Forms and Workflows in Pyrus

is creating our forms and its associated workflows. So here, we've got a few different examples here.

We've got an accounts payable invoice, which is standard for really every business. As you're receiving invoices from vendors, who is approving those payments?

Who's making sure that the numbers are correct, and that you've got the right PO number, for example, and that you've got those things in place before you actually pay for that invoice?

Or you may have something like a service desk form or a general inquiry form. As someone is making either a complaint or an inquiry, you want to have a certain step or certain procedures that people are following so that you can provide the best service possible.

Creating Invoices with Pyrus

So, let's start with this AP Invoice. I'm gonna click on it, and you'll notice that we'll have some of the more typical fields that you would find in an AP Invoice.

Now, everything that you see here is absolutely customizable. Things such as Vendor, Invoice Date, PO Number, and of course, our invoice total.

But probably the easiest way to add an invoice, rather than filling out all of these particular fields, is just to upload the invoice itself. We can either upload a file or paste an image of that invoice.

So, I'm gonna select Upload a file here. I've got an invoice here that I'm gonna select, and I'm gonna say open, and it's gonna upload this PDF file.

Now, what I'm gonna do is I'm actually gonna skip all the way down to the bottom, and I'm gonna hit Send. Send is going to start this process and assign it to the next person in the stage.

The reason why I'm going to do this is I'm gonna actually show you the form in just a second, because what Pyrus is doing is actually scanning the information in this particular invoice, it does have OCR technology built in.

And as we scan down here on the left-hand side, you can see that it has actually brought in all of these line items, including things like the price, including things like the correct quantity.

And I haven't had to type in any of this manually at all. It's just automatically brought it over here into my invoice details.

If I scan down below, you can see it's also looking at the next steps in the process because I've already set up a workflow for this particular form.

So, I filled in the form at this time, but now I've added the accountant step two, and I've also added myself to step four. So, I know exactly where this is going in the next step.

Down below, you can also see the comment field is designed a little bit differently than what you would find in a standard comment field because in these cases, we want to either approve, acknowledge, or maybe disagree.

And yes, there are some quick keys you can use here as well. Is everything looking correct over here on the invoice, and is it matching up over here on the left-hand side?

I'm gonna go back for just a moment here and open up another invoice that we've taken a look at.

Next Steps and Workflow Approvals

I've got a few different invoices here that are currently in my queue. So, let's take a look and see what we need to do next as a part of it.

So here, if I scan down here, I can see that Balla filled in this form. And again, we have the same steps that are happening here Accountant to step two and Scott to step four.

Now, in this particular case, one of my roles is Accountant. So, I can come down here and select Approve and hit Send.

But it's gonna do a double-check for me and say, well, wait a minute, the invoice total cannot be held blank here. Let's make sure that you fill everything in correctly here before we move on to that next step.

So, having all of these checks and balances built into your forms, built into your workflow is exactly what makes things so powerful here within Pyrus.

Now, I'm gonna actually go back to the forms for a second, and I'm gonna click on AP Invoice once again, but instead of filling out a new one, I'm gonna come up here and show you both the Dashboard and how we can configure those workflows.

Dashboard and Reporting

So, starting with the Dashboard, you can see there's an awful lot of great information we can take a look at. This is all of the info that we have related to this particular form.

So, we can see exactly where things are within their steps. I've got three invoices within the GL coding process, and two are currently being assigned to the controller at this point in time.

And we can even see the quantity or the value of those invoices here as well. But we can also see things such as how much time has been spent on each of these steps, aging reports, due dates, overdue dates.

A lot of different data here that we can analyze here for each of our customized forms. But let's go all the way over to our Configure tab because this is where you're going to start and make sure that your workflow is working the way that you want.

Here, you can see the four-step workflow

Building Custom Workflows in Pyrus

that we've created here. I can select that option, and now we can start to customize all of the approvers that it needs to go through as a part of this step.

And as I mentioned before, if I click on this area here, I can either choose an individual, including the original author, or I can choose a particular role, giving you that much more flexibility.

I can even add additional conditions here as well, in terms of do they need to check a particular field, for example? Do they need to make sure that there is a PO number assigned before it can be passed on to the next step?

You can add as many steps as you need here to make sure that it gets assigned to the correct role or to the correct individual as you go throughout this process.

But let's go back to our forms builder one more time. And this time, I'm gonna click on the Service Desk form.

Now, I've created something that is much simpler. Why? Well, this is very different than approving an invoice.

In this case, maybe someone is requesting time off or requesting a piece of equipment within my organization. So, I've got things like Subject and Description, and maybe I wanna make sure that they include their Email and their Phone number.

But if I come over here to Configure, again, where I wanna focus a lot of my attention is making sure that my workflow is correct.

So, if I click on Workflow, maybe I want it to be assigned to Balla here when it's first assigned, and then we can just assign it to the person responsible.

But if it gets escalated, I'd like it to come back to me. So, I'm gonna change that person here. I'm gonna remove Balla in this case, and now, it's gonna come to me if this needs to be escalated.

I can hit Save, and in the future, I can know that if anything comes up with this particular form, what's going to happen is it's going to appear in my Inbox.

So, I can come here, spend most of my time within my Inbox, not only managing my own individual tasks but making sure that I'm assigned to the things that I need to be working on based on preset workflows.

Now, if you'd like to try Pyrus out for yourself, be sure to visit Pyrus.com and start with their free forever version.

Thank you so much for watching today's video, and remember, being productive does not need to be difficult, in fact, it's very simple.

Where to go to edit sharing settings

Do you wanna share your calendar with others? Maybe it's just one individual, or an entire team, or maybe you wanna publish your calendar on the web.

In this video, I'm gonna show you everything you need to know about sharing your Google Calendar. (air whooshing)

So, let's get started by looking at where we need to go to make these share calendar changes. Now, there's two ways we can get into our settings for these purposes.

First, we can come up here to the gear icon, select the Settings menu, and then select Settings once again. And here, we'll have to scroll down on the left-hand side of our page and select the particular calendar that we want to share.

We're still gonna have to scroll down a little bit to get to this Share with specific people area, but I think there's a much faster way and an easier way.

Here on the left-hand side, all we need to do is select these three dots, the options for the calendar that we want to share, and then select Settings and sharing.

And that's already gonna bring us right into that particular calendar. So here, this is the calendar that I want to share.

I'm gonna come down to Share with specific people. So, all I need to do is select this Add people button.

Sharing your calendar with specific people

And now start to enter in the email address of the individuals I want to share it with. I'm gonna choose this individual right here.

And if I want to, I can keep adding other individuals. I don't have to do this one at a time, I can keep adding other email addresses here.

But where we want to focus our careful attention is under the Permissions dropdown. Now by default, the option is going to be See all event details.

What that means is that if I share this calendar at this stage, this individual, and anyone else that I add, is going to see all of the invitees.

It's gonna see the location, the description, all of the information of those events. But we have other options available to us.

If we select this dropdown, you can see the actual first option is to See only free/busy details, or I should say, hide those details. Meaning, all they're gonna see is blocks of time.

They're gonna see when you have events scheduled on your calendar but they're not going to see the title, they're not going to see who else is invited. They're just going to see the free/busy details.

So, this is a lot more common if you want to give people access to let them know when you're not available, maybe if they need to find time to book time with you, but you don't wanna share those details with them.

Now, there's two other options that we wanna see, and Google has carefully arranged this in a particular order. We're starting with no details at all, See all event details.

The third one down is Make changes to these events. So, they are going to be able to see all the details, they will also be able to make changes to any of your events.

This is the selection you want to make if you're sharing your calendar with an assistant or a secretary or anyone who is helping you to manage your particular calendar because they're gonna be able to make those changes on their end as well.

Last but not least, we have Make changes and manage sharing. This is the highest level.

You could say that you're giving them, really, administration rights at this level because not only can they see the details, make changes, but they'll also be able to add other people who can share and see your calendar as well.

So, this is one that you're only gonna be using for some particular individuals in this case. So, I'm gonna say See all event details in this particular example, and I'm gonna hit Send.

This person is now gonna receive an invitation so that they can access my calendar. And you can see if I ever need to change their level of visibility, I can always do so on the fly.

So, I can come over here and say, "You know what? I actually only want them to see my free and busy details." I can do so here.

I don't have to hit Save or anything else on the page, now they are restricted to that. If I wanna come back later and add other people, I can just do so here by selecting this Add people button and remove them by selecting the X on the right-hand side.

Sharing your calendar with a team or organization

Now, what if you don't wanna add people one at a time and instead, you'd like to add your entire team? Well, if you are using Google Workspace, you can do so here.

Here, I'm in my Simpletivity account and I'm still in the same section, I'm still under my calendar settings here, and I'm just above the Share with specific people, I'm looking at my Access permissions.

Now, we've got a few different choices available here. We're gonna come back to this one in a moment, but you can see that the second one down is Make available for Simpletivity.

Now, this is my organization. So, if I check this box, essentially, anyone within the Simpletivity organization is going to have access to my calendar.

Now, when I select this, you can see I still have some options here on the right, and we're familiar with two of them. The bottom two are grayed out because this really doesn't make sense to give your entire organization the ability to make changes and to manage your calendar, but the first two are still available to us.

So, we can either hide our details and just show free and busy. Again, this is very common so that teammates can see when they can book meetings and see when other members are free at any time of the day, or you can choose to see all event details as well.

This may be more applicable for smaller teams or people that you know very well within your organization. So, at this stage, again, we don't have to hit Save.

As long as you've checked this checkbox, you can leave it at this stage and now everyone within your Google Workspace will have access to your calendar. Last but not least,

Sharing your calendar publicly

Let me jump back to this other calendar here, and we're gonna see how we can make our calendar publicly available to everyone.

Now, you may be asking yourself, "Why would I want to do this? Why would I want to share my calendar with everyone?" Well, perhaps you've set up a calendar here within Google which is showing community events, or when you are available for a booking.

So, for example, if you work in sales and you want to let people know when they can book you for a call, perhaps you'd like to share your calendar details on your website or in some other public place.

So, in this case, you can see we have a check box called Make available to public. Now by default, this is going to be unchecked.

When you click this, it is going to give you a warning: Making your calendar public will make all events visible to the world, including via Google search. Are you sure?

By hitting Cancel, this box will be unchecked. But in this case, we're going to say OK.

Now, we still have that same option that we saw when we were sharing within our organization. We can either share all of our event details with the world or we can just share free or busy details.

But let's stick with all event details in this case. Now, how do we use this public calendar?

How do we share it with others or maybe include this link in an email or on a website? Well, you're probably most naturally going to draw your attention to this Get shareable link.

But don't be confused. This is actually related to sharing with specific people down below. I'm not sure why Google Calendar has chosen to put this here.

If I click this, you can see with this link, only people you allow can access your calendar. So, for example, if I copy this link, and I'm gonna open up an Incognito window and paste it in here and show it, you can see it's actually going to force me to sign into a Google account.

So, this obviously isn't very public at this point. So, let's go back here and I'm gonna select Cancel.

If you have Make available to public checked, where you really want to go is scroll down further down the page into the Integrate calendar section, and here you want to copy this public URL to this calendar.

So, I'm gonna select this. I'm going to copy it, and I'm gonna go back to my Incognito window here and I'm going to paste it just so we can see what happens.

So, here you can see, now I have my calendar available. So, if I wanted to add this link to my website or in an email, others, anyone online could come here and see those details.

Now, do you wanna see the difference if we set it to free or busy only? All we need to do is come back up here and we're going to select See only free/busy details.

I don't need to share anything else, all I need to do is go back to that calendar here. I'm gonna refresh the page, and now you can see I've got a lot of free/busy.

I've got a lot of busy information here. If I go to the week where we just saw a moment ago, you can see all of those events but there's no titles.

It only shows when I am busy. So, those are the differences between those two.

The last thing I wanna show you about sharing your calendar publicly is if you don't wanna share it as a link, if you come back down to the Integrate calendar section, you can also use this embed code if you'd like to paste it within one of your own websites.

Now, if you have questions about how to use Google Calendar or if you have suggestions for a future video right here on these Simpletivity channel, be sure to let me know in the comments down below.

Thank you so much for watching today's video. Remember, being productive does not need to be difficult. In fact, it's very simple.

Scirocco Take a Break Timer

There are so many benefits to tracking your time as a part of your workday. So, in this video, I'm gonna share with you three of my favorites. (logo whooshing)

Now, the first timer we're gonna take a look at today is called the Scirocco Take a Break timer. Now, it may be the simplest one on this list, but it can be very effective to help you with your focus.

The idea of the Take a Break timer is for you to set a desired time, hit the start button, and then have it minimized to your desk tray so that you can focus on the work in front of you. Then, when that timer is up, it will re-present itself and overlay itself, no matter what dialogue you are having open, or what you are working on, so that you can reevaluate and decide what you'd like to do next.

Now, the features may seem relatively simple at this stage, but you can actually customize quite a bit of it if you like. Let me just show you a quick example here.

So, let's say I'm gonna work for as little as 10 seconds. I know that's not realistic, but I just wanna show you this as part of this example.

So, you can set in any time that you like and then hit the start button. I can now minimize it, and you can see there's a little green light here telling me that the timer is running.

Now, I can go about my day and work on my most important task, but when the timer is up, I will be presented with this dialogue saying that, hey, I should probably take a break at this time. Now, I can choose to Remind Later.

And I've set it for a default of two minutes, but you can customize that where you can select Take a Break. And what that's going to do is going to set up another time, which you can customize as to how long you would take a break for, whether you walk away from your desk, or maybe just pay attention to something else at your workstation.

If we hit stop, we can go back and stop the timer and come back here and adjust those settings. Now, as I said, you do actually have quite a few options available to you.

So, you can customize your default time, your snooze time as I mentioned there. You can even limit your snooze count if you want.

You can even adjust the types of icons that would appear in the tray down below, and things such as sounds or no sounds. I know it sounds and looks very, very basic, but you know what, for what it needs to do, I've been very impressed with the Take a Break timer.

Toggl Track

Now, number two on our list is a timer called Toggl Track, or formerly known as just Toggl, that's T, O, G, G, L. And here, we're taking a look at a brief summary of my work week so far, but what I use most often is the desktop dialogue, which just allows me to start or stop the timer at any given day.

Now, recently, I've been using Toggl to minimize, try to minimize how many work hours I do in a particular day. So, this is really helpful for me, and if I need to, I can add further details.

But if I log in to the Toggl Summary here, I can get a variety of different reports. So, here's my workweek so far this week, but if I wanna go back and see what I did last week, I can do so and drill down and see my summary.

See some trending over time as well. For example, one of my goals has been to limit the amount of work I do to a maximum of four hours.

And here you can see so far, I've been doing a relatively good job, just staying below, razor thin below this bar below. Now, you can also add things such as tags or projects.

So, if you want to filter things by the different projects that you're working on, you can do so. You can have other further insights as well if you upgrade to their Premium or Enterprise plans.

What I like about Toggl is that it's very easy to initiate, to start and stop as a part of my day, but you can use some of the more complex features if you wish.

TMetric

Last but not least, if you want some more advanced features when it comes to time tracking, either for yourself or for members of your team, you're gonna wanna check out TMetric. Now, just like Toggl, you can either use TMetric here within your browser, or you can download the Desktop version as well.

I find this very handy, because I have most of the functionality here available to me, such as adding a new task and starting and stopping that timer. And I can see a summary of those tasks here below.

But when you log into the TMetric interface, here you can see how my entire morning has gone. Not only do you see the tasks that I have entered in here, but you can see what I've been doing, because I've chosen to use the TMetric Extension.

So, I can dive into this a little bit deeper and see how long I've actually spent in each of these applications. This can be great to find periods of your day where you're maybe wasting time, or just wondering where all of that time went.

TMetric also has a very functional task manager here as well if you wanna manage those tasks in conjunction with your time. But an area where a TMetric really excels is if you're needing time tracking for billable purposes.

If I click on Projects here, you can see that I can track my projects down to the cent, based on how much time I have used. So, whether I'm allocating a certain amount of time for a project or a certain budget, I can do so right here within Tmetric.

TMetric also allows you to do some other advanced things, such as time off requests. So, for example, I've already set up a policy here.

So, if I need to request some paid time off or want to set this up for members of my staff, I can do so. Here, I'm gonna let myself know, and I'm gonna request it in days.

So, I'm gonna request, I wanna take off, I'm gonna take off two weeks. No, I can't. Why? Because my balance is only five days.

Again, something else that I can manage right here within TMetric. So, so much more than just a time tracker.

If I come back here and say, okay, I don't have that much available to me, there, that will be approved, or hopefully approved, because it's within the balance that I've set here.

So, if you need a time tracker that can show you some more advanced details about where you or other members of your team are spending their time and you would like some further advanced features, you may want to check out TMetric.

To find out more details, be sure to click the link in the description below. Now, do you have a time tracker or a timer that you love?

Be sure to share it with me in the comments down below. Thank you so much for watching today's video, and remember, being productive does not need to be difficult. In fact, it's very simple.