Echolocity
Echolocity
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Echolocity What's New in Smartsheet Webinar - January 2025
00:00 Introduction and Discussion on the New Features
00:30 Project Management and Technology Platforms
06:12 Product Release Notes and Smartsheet Platform Updates
08:44 AI, Work Management, and the Future of Smart Sheet
15:22 Changes and Improvements in Smart Sheet
21:49 Development and Advantages of the Dataset View
25:15 Importance and Functionality of Collections in Project Management
27:30 Concept of Improved Consenting and Collection Sharing
34:37 File Library Feature in Smart Sheet
43:38 Integration and Licensing of Smart Sheet
➡️About Echo Consulting DBA Echolocity
We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working.
➡️Resources for You:
Our Website - echolocity.com/
Meet with Us - www.echolocity.com/schedule-meeting
Our LinkedIn - www.linkedin.com/company/echo-consulting-pm/
➡️ Recommended Playlists:
Microsoft 365 Tutorials & Tips → th-cam.com/video/meWGjWvNc3Q/w-d-xo.html
Smartsheet Tutorials & Tips → th-cam.com/video/DQazpDmRWis/w-d-xo.html
Monday.com Tutorials & Tips → th-cam.com/play/PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu.html
Asana Tutorials & Tips → th-cam.com/play/PLO3D1ido-Qg783975SGf7SIW0AtH6VASs.html
ClickUp Tutorials & Tips → th-cam.com/video/7rCwzCVSP7I/w-d-xo.html
Project Management → th-cam.com/video/ozVgrvT9BlU/w-d-xo.html
Webinars → th-cam.com/video/n2LH1Gytj5g/w-d-xo.html
มุมมอง: 103

วีดีโอ

Echolocity's What's New in Work Management and Project Management Software Webinar
มุมมอง 49วันที่ผ่านมา
➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, wrofklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more t...
Microsoft Planner vs Smartsheet - The Right Project Management Tool for You | Echolocity
มุมมอง 431วันที่ผ่านมา
Smartsheet and Microsoft Planner are two of the most buzzed about options for project management software right now - which should you choose for your team? Join Caroline Henne from Echolocity to compare the pros and cons of these tools and learn which might work best for your team. Chapters: 0:25 Selecting a PM Software Tool 03:38 Smartsheet vs Microsoft Planner 05:00 Microsoft Planner Pros 08...
Explore Project Approval Workflows in Smartsheet
มุมมอง 12314 วันที่ผ่านมา
Discussion on design and building approval workflows in Smartsheet. Chapters: Workflow Design, Automations, Notifications ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, wrofklow automation and process improvement, and even an extra set of hands for supp...
Overview Smartsheet's Latest Feature Collections
มุมมอง 17321 วันที่ผ่านมา
Description: showcasing Smartsheet's new feature, Collections, which revolutionizes asset management by offering better control over permissions. I'll explain how to use Collections, its benefits, and how it can streamline your workflow. Watch to learn how to organize assets efficiently and enhance collaboration. Chapters: 00:00 Introduction 03:37 Collections Overview 05:50 Setting Up Collectio...
Manage Portfolios in Microsoft Planner | Project Management in Microsoft 365 | Project Dashboard
มุมมอง 3.5K28 วันที่ผ่านมา
Are you managing multiple projects and looking for a dashboard view of the most important milestones and key phases for each project plan? Watch this video to learn how to create a Portfolio / roadmap view in Microsoft to see multiple project plans in one dynamic view. Echolocity consultant and certified Microsoft guru Caroline Henne provides a great step by step "how to" see project status and...
Echolocity's 5 Favorite Smartsheet Features
มุมมอง 190หลายเดือนก่อน
In this video, Kelly Pratt from Echolocity showcases five key features in Smartsheet that enhance collaboration and efficiency. From the row link for pinpointing specific items to the Smartsheet's conversations feature for seamless communication, Kelly delves into how these tools can streamline project management. She also highlights the latest comment column and the save as new functionality, ...
Smartsheet | Sheet Summary Fields vs Reports
มุมมอง 288หลายเดือนก่อน
When should you use Sheet Summary fields in Smartsheet and when should you use Reports? Keefer Welsh, from Echolocity, dives into this topic and demonstrates the best practices for using these features. Chapters: 0:00 Introduction 0:35 Sheet Summary Fields 1:34 Row Reports vs Sheet Summary Reports 2:32 Why use a Report? 3:28 Primary Use Cases for Reports and Sheet Summary Fields ➡️About Echo Co...
How to Create a Report in Smartsheet | Edit Columns and Filters in Reports | Multiple Projects View
มุมมอง 1542 หลายเดือนก่อน
Solution Consultant Kelly Pratt, from Echolocity, walks through how to create a new report in Smartsheet. She covers all the basics of how to create a report including selecting source sheets and columns, applying report filters and utilizing features such as grouping and summarizing. She also covers how to create a report more quickly and efficiently using a report that already exists. Chapter...
Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |
มุมมอง 4022 หลายเดือนก่อน
Join Caroline Henne and Molly Yanus from Echolocity as they explore the powerful integration between Smartsheet and Microsoft tools. This webinar covers: ✅ Recent Updates: Highlights from Microsoft Ignite and Smartsheet's annual user conference. ✅ Integration Overview: Discover the benefits of combining Smartsheet and Microsoft. ✅ Built-in Integrations: Detailed demonstrations of Smartsheet wit...
How to Create a Dashboard in Smartsheet
มุมมอง 5972 หลายเดือนก่อน
Lisa Wood from Echolocity guides you through creating a dashboard in Smartsheet. You'll learn to set up a data sheet, create reports, add widgets like charts, and customize your dashboard. Follow along as Lisa demonstrates step-by-step instructions to help you organize your data effectively. Chapters: 00:00 Intro - Create a Smartsheet Dashboard 02:20 Add Dashboard Widgets 03:18 Dashboard Themes...
How to Use Sheet Filters in Smartsheet | Project Management & Smartsheet | Echolocity Tips
มุมมอง 2302 หลายเดือนก่อน
How do I set sheet filters in Smartsheet? Lisa Wood from Echolocity walks you through the how to's and best practices of creating, sharing and setting filters on sheets in Smartsheet. Chapters: 0:00 Introduction 1:00 Filter by High and Critical Priority 2:00 Filter by Completion Percentage 2:30 Filter by Status 3:27 Filter by Assigned Tasks ➡️About Echo Consulting DBA Echolocity We are a certif...
Formatting Tips & Tricks for Smartsheet 🎨 | Conditional Formatting | Cell Colors in Smartsheet
มุมมอง 2312 หลายเดือนก่อน
Join Lisa Wood of Echolocity to learn some tips and tricks for Smartsheet formatting. Learn how to format text by changing fonts, sizes,and background colors, and apply conditional formatting to rows and columns based on project status, dates, and priorities. Chapters: 0:00 Introduction 0:43 Smartsheet Text Formatting Options 1:32 Match Cell Formatting (Paintbrush) 3:11 Conditional Formatting b...
What is Resource Management? Project Resourcing Basics - Limited Resources, Capacity optimization
มุมมอง 422 หลายเดือนก่อน
Molly Yanus of Echolocity delves into the fundamentals of resource management, focusing on maximizing value from limited resources like people, tools, space, and budget. Molly discusses strategies such as utilizing contractors, reallocating budgets, and the importance of resource optimization for project success. Stay tuned for more insights into Resource Management in future Echolocity videos....
How to Create Monday.com Dashboards | Widget & Filters | Making Dashboards Matter | Echolocity
มุมมอง 2462 หลายเดือนก่อน
In this video, Barb Groff of Echolocity guides you through setting up a dashboard in Monday.com for efficient project reporting. Learn how to create dashboards and essential data to report on. Follow along to streamline project management and enhance collaboration. Chapters: 00:00 Introduction to Dashboard Types 03:31 Exploring Widget Options 05:31 Customizing Status Filters 09:01 Analyzing Sub...
Exploring Smartsheet's AI Tools with Echolocity | Generate Formulas | Analyze Data with AI
มุมมอง 2112 หลายเดือนก่อน
Exploring Smartsheet's AI Tools with Echolocity | Generate Formulas | Analyze Data with AI
Introduction to StrAlign 🚀 Strategic Planning Software
มุมมอง 362 หลายเดือนก่อน
Introduction to StrAlign 🚀 Strategic Planning Software
Project Prioritization Challenges & Best Practices Webinar | Tutorial for Project Managers & Leaders
มุมมอง 933 หลายเดือนก่อน
Project Prioritization Challenges & Best Practices Webinar | Tutorial for Project Managers & Leaders
Smartsheet Engage Highlights from 2024 User Conference : Recap Feature Announcements by Echolocity
มุมมอง 3013 หลายเดือนก่อน
Smartsheet Engage Highlights from 2024 User Conference : Recap Feature Announcements by Echolocity
Top 3 Smartsheet & Microsoft Teams Integrations | Streamline Workflows across M365 & Smartsheet
มุมมอง 3493 หลายเดือนก่อน
Top 3 Smartsheet & Microsoft Teams Integrations | Streamline Workflows across M365 & Smartsheet
Setting up new project intake in Monday.com 📊 | Form and Automations | PMO & Project Management
มุมมอง 5133 หลายเดือนก่อน
Setting up new project intake in Monday.com 📊 | Form and Automations | PMO & Project Management
What's NEW with Microsoft Planner Basic vs. Premium Plans | Project Management in Microsoft 365
มุมมอง 1.9K3 หลายเดือนก่อน
What's NEW with Microsoft Planner Basic vs. Premium Plans | Project Management in Microsoft 365
Integrating Google Calendars with Smartsheet Dashboards 📅 | Streamline Workflows and Collaboration
มุมมอง 3993 หลายเดือนก่อน
Integrating Google Calendars with Smartsheet Dashboards 📅 | Streamline Workflows and Collaboration
Parent-Child Relationships in Smartsheet 📊| Ancestor Formulas | Levels in Functions | Echolocity
มุมมอง 3.7K3 หลายเดือนก่อน
Parent-Child Relationships in Smartsheet 📊| Ancestor Formulas | Levels in Functions | Echolocity
Risk and Issue Management Best Practices for Project Managers | Change Management Tips and Tools
มุมมอง 1883 หลายเดือนก่อน
Risk and Issue Management Best Practices for Project Managers | Change Management Tips and Tools
Exploring Slack's New Task Tracker Feature! 🚀| List Templates in Slack | List vs Board | Echolocity
มุมมอง 6804 หลายเดือนก่อน
Exploring Slack's New Task Tracker Feature! 🚀| List Templates in Slack | List vs Board | Echolocity
What's New with Smartsheet August 2024 | Timeline view | Using AI | Tips from Echolocity consultants
มุมมอง 2.6K4 หลายเดือนก่อน
What's New with Smartsheet August 2024 | Timeline view | Using AI | Tips from Echolocity consultants
How to Create Task List Templates in Teamwork.com | Time Estimates & Assignments | Repeat Tasks
มุมมอง 1975 หลายเดือนก่อน
How to Create Task List Templates in Teamwork.com | Time Estimates & Assignments | Repeat Tasks
Managing Resources in Monday.com | Resource Management and Capacity Planning | Board Configuration
มุมมอง 8075 หลายเดือนก่อน
Managing Resources in Monday.com | Resource Management and Capacity Planning | Board Configuration
Teamwork.com Platform Walkthrough | Project Planning and Reporting | Dashboards and How to Navigate
มุมมอง 1925 หลายเดือนก่อน
Teamwork.com Platform Walkthrough | Project Planning and Reporting | Dashboards and How to Navigate