Tech Savvy Creatives

#007 - Tips for Getting Started with Tech

May 11, 2021 Kylie Ross Season 2 Episode 7
Tech Savvy Creatives
#007 - Tips for Getting Started with Tech
Show Notes Transcript

Welcome creatives to this episode number #007 of the Tech Savvy Creatives Podcast and it is Sunday the 9th May, 2021 as I’m recording this. Each week I'm going to be introducing you to a range of tech tools, resources, and how to use them and this is going to be for all types of creatives out there. 

So if you are a Course Creator, a Writer, a Blogger, an Entrepreneur, or a Small Business Owner, or a mix of all of the above, then you're definitely in the right place and hopefully if you stick around, you'll find that I'll share with you how you can become and stay a confident Tech Savvy Creative. 

If you enjoy this episode, please take a moment to screenshot and share it out and tag me in, I’ll be sure to reply and share your comments and take aways from the episode as well.   

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Hey there. I'm Kylie Ross, and you are listening to the Tech Savvy Creatives podcast where each week I'm going to be introducing you to a range of tech tools, resources, and how to use them and this is going to be for all types of creatives out there. So if you are a course creator, a writer, a blogger, an entrepreneur, or a small business owner, or a mix of all of the above, then you're definitely in the right place and hopefully if you stick around, You'll find that I'll share with you how you can become and stay a confident Tech Savvy Creative. 

[00:00:29] The world that we now live in, as crazy as it is, is surrounded by tech on a daily basis and this is for both our business and personal lives. We couldn't function without it.

[00:00:39] So we have to get in with it. We have to understand it. So with it evolving and changing so fast, it's very hard to know what to keep up with, what tool to use or tools, which is the best one to use.  This series of the podcast, I'm going to take you on a journey, a journey that I hope will give you simple and productive ideas to allow you to take real action in your business, to create tech savvy process flows that suit you. 

[00:01:04]These will allow you to concentrate on creating with confidence and ease. So check out the show notes. There's more information there always.  We're over on

[00:01:16] And so now let's go on with the show. 

[00:01:19] So today we're talking about getting started with tech, where do you start? And I hear that a lot from clients and in different groups that I'm in is, you know, they might find a piece of tech and they go, Oh, this is the one I'm going to use. This is great because everyone says so, and they don't know how to get started with it.

[00:01:37] So I'm going to just share with you a few simple techniques that I use to work out is that app or tech right for me and how do I think about getting started with it? 

[00:01:47] And before we get into that, I just wanted to explain too, if you've followed the show before, there's been a very big gap in the first series to this series. Part of that is COVID, part of that is that I'm a solo mom and I also have a full-time job outside of this, and I'm trying to work out. How do I make my dream, I love teaching tech, how to make this my full-time gig where I can be at home,  working remote a hundred percent of the time, which in this world is probably going to be a big possibility for a little while now.

[00:02:15] So I took a big break because I just didn't know how to move forward and one of the ways that I've done this, or how I have chosen to move forward is to just start. Okay. So that's the biggest thing where people are coming along and they're going, Oh, I want this tech, how do I get started? You have to play with it.

[00:02:34] You have to just try stuff out and just see what works. If you just sit there and looking at a blank screen and go, I don't know where to start and you don't do anything. You never will get started. So here's a few things that I like to look at. Okay. And how I've chosen to get started is to start recording this podcast and just keep moving.

[00:02:54] Okay. So  when I'm looking at a specific piece of app. So for example, I've had quite a few questions recently on a specific tool called ClickUp, which is a project management /task management tool that can help you stay organized with all your tasks who's doing what if you've got a team or if you haven't and setting it up to maybe work with clients or not work with clients. There's, there's all these different ways and everything is specific to you. It's, there's no one size necessarily that's going to fit all. There are "Solutions" that these apps come up with and templates that say, well, you know, if you're an agency or if you're a consultant or if you're a solopreneur, or if you're in bookkeeping, et cetera, they have templates that help you get going.

[00:03:41]What I do is I use those. So when I was trying to decide if I was going to use click up, for example, I had also tried Asana, Ayoa, Mac Remind, Windows Reminders and Tasks, Notion and I, I felt that they, each of them were good for a bit and then they were just lacking in that whole process flow.  I didn't want to have to keep adding other apps on. It really frustrates me to have to have a single app for all these different things in my process. I wanted one that just tied things together and what I found at the moment is ClickUp does do that for me, but how I tested that to figure it out was I took a free trial for two weeks. 

[00:04:19] I knew within the first week that I loved it and I was going to start paying for it. But what I did was to test it out is I took my last week of work and the tasks and the jobs that I had to do and I put that into the trial version and then you just start playing around with it. So if you use something that you already know and you know how you want it to work, that's a great way to test out a new, a new piece of software to see if it's going to do what you expect it to do, because you're using an example that is meaningful to you. Now, you can't always do that straight off the bat because when you look at ClickUp, it has multiple different levels in it.

[00:04:57] It has a workspace and it has spaces and it has folders and it has lists. So it has this hierarchical view of tasks and projects in there. So I started watching some YouTube videos. I also have some, if you're interested in figuring ClickUp out specifically. But YouTube is the best place to go to give you a demonstration of any piece of software. Someone has done a video on something.

[00:05:22] So whatever app it is that you're looking for, there will be someone who's got a get started video on it. So definitely go and check those out.  Then if your, if your app comes with templates, like ClickUp does, I just started going through the templates and you can use the templates with all the example tasks in them.

[00:05:41] So I did that, so I would, I would create a list and a folder based on I did the accounts one, account management. If you've got clients I was looking at social media . Can I do my content management in here. So I just started trying different ones out and looking at what they were doing and clicking into it and it starts to give you an image of the hierarchy. 

[00:06:00] So how you can use it now, you can use this with this technique with any bit of software. So most software these days is either a one-time purchase, which is quite rare these days, to be honest or it's a monthly subscription because it's a web based bit of software so it's always updating. Whereas one time purchases tend to be downloaded to your device and they're available on that device only. If it's a web version it's going to be available in the cloud.

[00:06:27] So before I move on, what is the cloud? I hear you ask. Cause I, I, you know, yeah. I work in IT as a consultant implementing software for various different organizations and have done in various countries for the last 25 odd years. 

[00:06:41]So "The Cloud" is something that is a term that I've heard for quite a while and I do take it a little bit for granted because I understand the industry and I know what is involved, but if you're a person out there and you've got what's the cloud, essentially, if you have your computer, okay.

[00:06:57] If we start with the image of you have a device, whether it's a Mac or windows, I don't care. It's a laptop. Okay. Or a desktop. Now, when you save a file. So whether it's a word document or Excel, whatever it is, or an image, you choose a location to put that file. So we would always have on our devices, you have a naming convention, you you know, my personal stuff or my work stuff, and you have various different folders and sub folders in there.

[00:07:23] So that's saving a file to your actual device. Now, if it's saved in the cloud, all that means is it's not saved on your device. It is saved somewhere, but not on your device. So, where is this somewhere. Okay. So. There are companies that offer what we call cloud storage. So cloud storage just means it's storage that is not physically on your device, but you've linked to it via the internet.

[00:07:51] Okay. So your little radio waves and internet waves have gone out into space there and that's what does the connection. So things would be Onedrive for Business  from Microsoft. If you have a Microsoft 365 account, you would have that. If you're a Google person, you may have Google drive, Dropbox.

[00:08:08]And there's quite a few other ones. They're the most popular ones. If you're a Mac person, you'll have an iCloud account, most likely, and you can do that. So all of these are what we call cloud storage, which is a specific company that is giving you space on one of their servers. So a server is essentially a device like a laptop or a desktop without a screen.

[00:08:31] It's just a big box. So, and it has space for all of these files. So how you choose to save them is still the same. You can still choose a hierarchy as you would on your device. You can have your folder structure, but you're just linking it to this cloud storage device. So when they say your file is "In the Cloud", that's what it means.

[00:08:50] It's wirelessly been transmitted to this other location and each of these different organizations have their own security protocols as to how your data is safe and held in their location and then their servers. So it's worth just understanding that to know. You know, if you're, you can tell your grandkids.

[00:09:11] I know what the cloud is. Yeah. And they'd probably look at you and go like, yeah, of course. I already knew that .As a relationship with my mum and my 10 year old son is, it's quite amazing how fast the young 'uns grasp this tech and the, those of us that did not grow up with tech are, you know, it can be a lot harder to get a grip on the understanding and don't be a worried, don't be afraid of that.

[00:09:35]We all had to learn to walk. We all had to learn to talk. If we're starting a new career or a new skill, we have to learn it. So tech is the same - we have to learn it. Okay. So, so that's what the cloud is. So we've got cloud storage. Okay. And so apps that are in the cloud. Essentially you access them via a web browser.

[00:09:56]Either Microsoft Edge, Safari, Firefox, Google Chrome. They're the most popular ones. And the ones I'd recommend . So you would access them. So you have to be on the internet. So you have to have it's, it's not an offline app. If it's a one-time purchase, it's more likely going to be an offline app.

[00:10:12] If you're accessing it through the web, you're accessing it via the internet. And it's a cloud app. I guess there's another way of saying it because you can only get it from there. So it's actually, the app is actually stored at the, the developer that you bought it from and your data is stored there as well.

[00:10:30] So if you have a writing app  like Ulysses, for example, is one of those types of apps. You pay a monthly subscription or you can pay yearly and any of the data that you enter into it. Is not necessarily held on your device. It will be held with the app on the cloud which is their cloud storage.

[00:10:50] If you no longer have that app, you need to make sure that you download your stuff before you cancel your subscription, because otherwise you won't have that. But I also back up my cloud devices. I have an external device that I attach to my laptop because I can't fit everything on my laptop. So I do back up a lot of my data.

[00:11:12] Actually, I do backup all my data. So that if anything happened or I couldn't continue with my subscriptions, I wouldn't lose my data. But that's going to be a whole other conversation for another day. So today we're talking about getting started with tech, so whatever app we're trying out. Okay.

[00:11:29] Generally any good developer these days will offer a trial version of their app. The standard is usually 14 days. However, if you don't get it all tried out in that timeframe, if you contact them, most likely, they'll give you an extension. And some will even give you 30 days to try it out, but usually it's around about 14 days.

[00:11:48]One thing I recommend is if you're going to take a trial version, make sure that you do it at a time where you do have time to test it out, because if you get the trial version and you don't have time to use it, you're just wasting that. And they know by the email that you use, whether you've done this before and you know, so you only get so many trial versions.

[00:12:08] Usually one. Okay. So definitely do a trial version. Okay. Test it out by something that you have done recently, maybe in another app. So if it's a writing app, put some writing in there and see how it looks, compare the apps together. If it's task management, do something, you know, just grab your last week's worth of tasks and put that in.

[00:12:29] So you don't want to go overboard and import your whole world. You just want to test it out. Is it right for you?  If it's like video editing take a video, just do it. You know, it's not going anywhere. You don't have to publish it. So just test out taking the video and doing video editing of that.

[00:12:45]One of the apps that I use that I'm actually recording this podcast with is eCamm live. And I use it for both the video and the audio of this podcast, and I can do it in one go and I tried that out.  And what really sucked me in to get eCamm live was being able to so easily interview somebody else on the podcast and have dual screens going and being able to record them seamlessly and flick between the two interviewees so easily. 

[00:13:13] The audio came out quite well. The video came out really well, so it just was, it just streamlined my process without having to take all these different streams of videos and audios and then put it into another app and edit it all together. So yeah, so. Take a trial version is my first tip. Second tip is test it out with something that you've done recently or create something if you haven't done anything recently and just, just see how it goes now, it's not necessarily a quick thing.

[00:13:44]You do have to allow that you're going to try it out over a few days. So you won't just blitz it and know in an hour, if it's definitely for you, you might need to just test it over a few days. The third tip is to go and check out YouTube. Look for, look for something that someone who's done.  There'll be someone who's done it similarly to you as well.

[00:14:01] If you've got, if it's industry specific that you're looking for, definitely check that out. So those are my three tips about getting started with tech. Okay. The the other thing I just wanted to explain around today and around this podcast is that don't stress yourself out if you don't get it instantly.

[00:14:19] I mean, none of us do, as I said earlier, tech is moving so fast and I live in the tech world. That's my job and for Tech Savvy Creatives, I'm always looking at all these different resources and different ways to do things and ways to improve my process flow. So from drafting the words for a podcast and what am I going to talk about and actually recording it and then editing and translating it, getting it up onto the website.

[00:14:48] So you've got to have a website and then you've got to share it out on social media. So there's another app for that. Where are you going to share it to? So you would integrate with all of those things. Then I have the website for the general blog posts and I also create courses. 

[00:15:02] Where am I going to collate all the course materials and how am I going to record all those videos? Where am I going to save them? How, what slides do I need? So then you need keynotes. So you can see very quickly how any business is going to need lots of pieces of a puzzle to get things done.

[00:15:18] And it all revolves around tech these days. I don't know how people would cope with writing on paper these days for everything. It just, it just doesn't work. You can take some notes and then move on. But even now me, I use an iPad and I use NoteShelf 2 and my Apple pencil.

[00:15:34] And I take notes on that now because I had all these bits of random bits of paper and post-it notes. And, you know it just doesn't look good. And then when I was traveling for work, it was just a pain because I wouldn't have the bit that I needed right there. So with my iPad, I have it there and I have everything I need.

[00:15:51]There's so many ways that tech is helpful these days. So what my whole podcast series is about is we're going to take a journey through all of these pieces of the puzzle.

[00:16:01] So if you're a course creator, a writer, a blogger, an entrepreneur, a small business owner, or you have a mix of any of those. I'm going to be talking each week about different parts of the puzzle to get your workflow in place and just different tricks that I've used. I will call out different bits of tech that I like and why I like it and ones that I don't like and why I don't like them.

[00:16:23] And it won't necessarily be the one size fits all for you. But you can try things on and see how they go, because we need to make sure that okay, if we're starting now, we've got planning. You know, everyone has to plan out their, their business.

[00:16:38] So whether it's course creating or writing, blogging, entrepreneurs, whatever it is, you're creating something to sell. Okay. Whether it's a physical product or a digital product, you want to build something, create something, have it made and you want to sell it. So you've got to plan that whole life cycle of that product.

[00:16:55] And then you want to do multiple products because one product may not be enough to pay your mortgage. So planning is the beginning of that. Now, whatever planning tool we use, we want to make sure that that's going to be useful and integrate with products upstream. So what I mean by that is that okay. So if we have a planning tool, And we said, okay, yep.

[00:17:17] I'm going to use Microsoft project. Cause that's the one that most corporate people are aware of and that's the one they've always used and it doesn't integrate with a lot of things unless you up the subscription that you use and you have the cloud version of it, and it's quite an expensive license to have.

[00:17:33]So for most solo people getting started in business, it's just, it's just an expense you don't need. And to be honest, it's not a very user friendly and effective process these days. So ClickUp that I mentioned earlier is now my go-to tool. But anything, any tool that has tasks, task management, and various ways to look at it is useful.

[00:17:53] So Trello, Assana, ClickUp became the most user-friendly cost effective and  everything in one app  is why I've gone with that one and it does integrate with my Google calendar. It also integrates with iCals, so I can create tasks that are going to maybe be appointments or things that I've got to do, and they will integrate with my other calendars. So then I also have a booking calendar, which I use, and I know, I'm sorry, I'm throwing a lot of names out at you today, but it will all be in the show notes. I promise. So is a booking schedule I use, which also links to my calendar. So I've got ClickUp and Calendly, both linking to my calendar. I can embed my Google calendar into ClickUp.

[00:18:37] If somebody books any of my time through Calendly, I don't have to log into Calendly to go and get it. I can just look in ClickUp, which is where I am every day, all day, managing my tasks, look at my dashboard and it shows me if something's come through. 

[00:18:49]Looking at  how different tools integrate with other tools is a time-saver later on. Okay. So starting with one tool right now is great, but you've got to think about how it fits into your process flow.

[00:19:02] What do you need to achieve in your business? What are your outcomes? And then we just need to work at how to make life simpler, for you. Because you don't want to have to do all the clicks and all the things just to get one thing done. You want it to be simple and you have got so much going on in your life, running a business, you want to actually spend your time being creative. You don't want to be spending time trying to figure out the tech and trying to figure out how to make it all work and have to go into five different things in a day. Just to get one process to work. You want to make it simple.

[00:19:38] This is what I'm all about. I'm all about translating the software to help you understand how to make it simple and how to make decisions to choose the right  tech for you. 

[00:19:50] So. All good? I know that is a lot to take in and, you know, there's lots of stuff that you can look at and lots of different options, but hopefully that's just going to give you a little bit to think about right now about how you can do things and just how to think about getting started anyway.

[00:20:11] So don't hold off from choosing something, just because you don't know what it's going to do. If it's got a trial version, go for it. If it doesn't have a trial version move on to one that does, don't try and spend a fortune on something. If you don't know if it's going to work for you, just move on to the next one.

[00:20:29] There are so many apps out there that all do similar things. You'll find the right one for you. Okay. All good. 

[00:20:37] So, if you have enjoyed this episode, I would love it if you would leave a rating and review on wherever you listen if you want to share it out and tag me in, that would be awesome. I'm quite happy to share that around as well.

[00:20:49]If you have any questions, you can pop them in the comments. Either over at . You can also find me on all the appropriate socials as well. Have a good day and I will chat to you next time.

[00:21:04] Thanks. Bye.