วีดีโอ

There is not a built in functionality to add directly from a Task to an Outlook calendar but you could probably configure one with Power Automate. However, there is also not a way to add a desired "time" (rather than just a date) for something from a Task I imagine you'd have to add something that automatically scheduled for entire days. You could add "time" as a custom column on a Premium Plan but custom columns typically aren't available for Power Automate flows.

@@CarolineEcholocity That's what I was finding too. Looks like Power Automate is the way. Thanks for taking the time to reply, much appreciated! :)

So glad it was helpful! PowerBI is a super powerful tool - I love the dynamic filters and we find it helps leadership get even better visibility across initiatives.

Excited to add more! Heading to DareTable later this month to talk product Roadmap, AI and expanding our AirTable services to help awesome teams and builders do even more with @airtable

We've seen it many ways. We replaced our decision logs and meeting minutes with CRAID logs. With Programs and Portfolios, we often use dependencies (and assumptions for the A as well). We've helped clients expand the concept to include Questions and Support Requests too : CRAIDSQ - but we just call them CRAID logs. The core concept is a single consolidated log - with the goal of making meetings more actionable and improve accountability.

@@echolocity Yes, I have seen CRAID too. The major problem of just using Excel for this purpose are how to display their inter-relationships to one another in a Project, and worst still, how they inter-relate within a Program Although registered and logged, linking a decision to an action, then with a risk and then a dependency (or more) becomes taxing. Hence, the use of a special database or app to fill in this tool feature gap.

Yes - we have a work around for this where we use look-up formulas. In Smartsheet you can use Cell Links, Look Up formulas that reference other sheets, and you can use sheet and dashboard URLs to make navigation more automated.

To get predecessors enabled, you need to go to the Gantt view -> Gear, and that can be confusing. If a column already exists you can select it from the settings. Did we miss something?

Yes, it is live. If you see a discrepancy here are a few troubleshooting ideas : Save the report or sheet you were updating. Refresh the dashboard via browser. If you are still seeing a missing change - consider if there may be automations that may have delayed triggers to update data from another location?

Thank you for the warning! We haven't seen a notice from Smartsheet of the error. Did you reach out to Smartsheet if there was a known defect?

Great feedback! Yes, we need to update our thumbnails! So glad it helped!

We usually use Loom for our TH-cam Videos and any educational videos for our clients, but we also sometimes use Teams or edit in Microsoft's ClipChamp depending on security policies etc.

This depends on licensing tier I believe - so if you are at a lower tier you can upgrade and get more boards. If you are already on an Enterprise plan, there are options - we have used PowerBI for Enterprise dashboards. You may also want to look at your solution architecture efficiency on why you need more than 200 boards....

Coming soon! This fell off our list - but I will make sure it moves back up! Thanks for the reminder! Glad you found it helpful!

It does not appear to be working currently. When we first tried, we went to the sheet, set the default view to timeline, then published the sheet and grabbed the embed code. However when I test now, it is defaulting to the grid view if I have selected timeline. I don't see the option in reports. I assume it will be rolling out shortly. Engage is next month, so my best guess is that we will get exciting features in timeline and board views since it will be easy for their execs to talk about and show off.

:) not quite, but the feedback is legit regardless of the accuracy of the timing!

YAY! So glad it was helpful! We will be releasing more and more Microsoft videos on Planner and Loop as they mature their program management and portfolio management capabilities.

Yes, however we often times will use a Smartsheet report with multiple sheets in it since our consultants find it easier and more intuitive to adjust data sources on the Smartsheet side then have to add new sheets into PowerBI on a regular basis.

Great call out! We literally were talking with Microsoft about this on their AMA call earlier this week. Basic is not in Dataverse and we are hoping for easier access for custom. In the meantime we've been using buckets and tags to get the reporting we need - but agreed custom columns in dataverse are needed!

Hi Shola - you could create a base for a project that serves as a template, then duplicate that for each project. That is different than assigning one or more task lists to a project, though. This is much more flexible in Teamwork.

this is what PMO’s do. you asking is really revealing. I worked in a large PMO group and we had to check resources weekly if not DAILY. I can see why you would be confused.

We would love Smartsheet to have more resourcing capabilities like leveling and additional baseline functionality, but we have found work arounds and options that do not require full rewrites every few weeks :) At Echo we talk a lot about capacity planning and resource management organizational maturity For example : Crawl : Project Team Identified, Roles/ Responsibilities, High-level effort estimates by team / role Walk : Approval of ‘Named’ Resources, Forecasted Effort for Approved Projects, Actual Time Tracking Run : Individual Resources and Effort estimates assigned at task level, Forecasted effort for projects prior to approval, Governance / Prioritization methodology established Major issue for most PMOs and yes, lots of tools handle it in different ways (or don't handle it), but solutions for resource management and capacity planning require a combination of people/judgement, process/methodology and technologies.

You can configure what columns/fields show up on the card. Click on the gear icon! - More functionality coming soon as Smartsheet rolls out boards vs just cards

Thank you! It is always good to weigh the pros/cons of managing multiple forms instead of using conditional logic to show and hide fields. It typically comes down to whether the order of the fields matter, and if the form admins are the same or different.

Hi Lebo! This video demonstrates how to add a new project using Teamwork.com work management software

There are many template sets in the Smartsheet solution center. Unfortunately Smartsheet doesn't allow partners like us to post templates in their Solution Center. www.smartsheet.com/marketplace/partners/echo-consulting

Thanks! We are following the upcoming changes closely.

You can pull a metric from a sheet, or you can do a chart from a report. Often times we will pull a metric from a sheet, but when you click on the metric widget on the dashboard have it open a report. Hopefully that answers your question, but if not, please provide a bit more context and hopefully we can help!

1. Hmmm, we've used work arounds in PowerApps and PowerBI reporting for leadership / roll-up reporting where you don't want individual users to edit tasks. I don't believe that Microsoft has rolled out view only permissions to Plans yet. - side note, We have been advising to use M365 groups vs Teams in some cases to help with rights/access management. It depends on the scenario / use case though. 2. Microsoft is always adjusting their licensing models, however, at the moment, basic plans are included in Teams, so you will only need licensing IF you are using premium plans.

Do you want to share a screenshot of the automation? It may be a conflict in your logic, but without seeing how you set up the automation, we can't be sure. We don't have any reports from our clients of issues with the move row automation, and we use it in a lot of our Smartsheet implementations. Hopefully you found a resilient solution!

YES! Power Automate integrates with Smartsheet directly now. Lots of great use cases but make sure you have a clear plan for single source of record and whether it will update bi-directionally or only in one direction.

I keep getting the "#INCORRECT ARGUMENT SET" any ideas?

Yes and No. It really depends. There are cases where you have to update metrics sheets to include more values explicitly, however there are formula work arounds and skipping blanks etc that can help make it more resilient to change. Sometimes we use a report off of a metrics sheet or something along those lines... Smartsheet often upsells their Pivot Table Add-on for organizations that have lots of use cases of this sort. We've also used other add-ons to work around this use case like DataMesh and Dynamic View, etc.

So many ideas - one of the most common issues with formulas. Did you get it fixed?

Kanban boards are just a view of the sheet/table, so yes, typically we use reports for the Dashboard charts / metrics, but the card view when we want to see them explicitly on the dashboard. We use a current week and previous week formula to capture some of the metrics and keep it resilient / up to date. Hope this helps!

I think there are several ways to solve for what you are looking to do, but it may not be Data Shuttle - it may be Power Automate, or a combo depending on the specific triggers you need. We have definitely added rows in Smartsheet based on emails in a shared box. We have also added meetings and other components in Outlook from Smartsheet, etc. If you'd like to discuss an engagement for specific support, we are happy to meet with you! We can also put your request on our video backlog. All the best!

It may still be in early adopter program - we are checking with our Microsoft Partner rep. Stay tuned!

Our pleasure! Glad it helped! Thanks for the comment and following our content!

Yes, you can use the "Summarize" option for Count, Sum, Average, Min, Max in reports. Each column can be Summarized uniquely, with the Groups ("Group by") providing the roll-up values. Reminder / FYI - if there are rows without values, they do not get counted or summed, which is why our consultants train to use a column where every row has a value in that column so that an accurate count is provided.

Hmmm, it should push after you save the underlying sheet data and refresh the dashboard. Sometimes we use a date record automation to record a date every day in the metrics sheet so that the sheet refreshes. I may be missing something since you mentioned repeating the formula, which I'm not sure why that would help / be necessary.... Perhaps a bit more context?

Glad it was helpful!

Great question! I haven't found a straight answer from the Microsoft sites on this but I have been testing. Right now, it is possible to assign someone a task from a Premium Plan who does NOT have an extra license. I.e., they don't have the option to "create" a Premium plan when they try to create a plan from Planner in Teams but they CAN see and edit tasks that are assigned to them from Premium Plans.

Hi @ganeshap23 - Glad to hear you liked the video. We have another video on metrics that may help you further: th-cam.com/video/-A6dzcbD3LA/w-d-xo.html

@@echolocity thanks for sharing the video..this would be a great help

Awesome! We are really glad it was helpful!

Hi @cataytimo - all of the templates/sheets in the video were created by our team. Let us know if there is anything else you need help with.

Hi @JenniferSlack12 - unfortunately, ClickUp went through a big revamp after this video was filmed and, for some reason, this setting does not exists anymore.

@@echolocity So there is no way to change the default style / size of a document ?

Glad you liked it!