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SMARTSHEET

Smartsheet Consultants, Implementations, and Advanced Training

Are you tired of feeling overwhelmed by the demands of managing multiple projects at once? Are you ready to stop entering the same information in lots of different locations and constantly asking (and getting asked "What is the status?" 

Look no further than Smartsheet.

 

Our team of certified Smartsheet consultants has a proven track record of implementing Smartsheet solutions that are tailored to the specific needs of your team and workflow. From process improvement, to training, to automation implementations and dashboard design, our consultants work hand in hand with your team to make sure you get the most from your Smartsheet investment. 

With an Echolocity Solution, you will:

Save time and energy with your business processes

Analyze data quickly with customized reports and dashboards 

Control project timelines and budgets more easily

Have clearer communication and collaboration within your team

Access everything you need in one place for a single source of truth

With Smartsheet you can:

  • Automate and Integrate with Data Shuttle and Data Mesh

  • Manage complex programs with Control Center

  • Forecast Capacity and Track Resourcing Needs

  • Easier Reporting and Dashboards for Executives

  • Track Goals, OKRs, KPIs, and Metrics

  • Decrease Manual Entry & Empower teams

And extend your solution with Smartsheet Official Add-Ons
echolocity-smartsheet-add-ons-control-center-work-apps-data-shuttle
echolocity-smartsheet-add-ons-data-mesh-dynamic-view-calendar-pivot
echolocity-resource-management-by-smartsheet

Streamline your process flows with our
Smartsheet Implementation Packages.

Smartsheet
Engage Highlights
Hosted by: Kelly Pratt & Molly Yanus

Don’t see what you’re looking for?

We offer hourly consultant engagements and customized training and Smartsheet implementation packages to meet your needs.

New Smartsheet Control Center Program Reporting Feature | Echolocity
05:30

New Smartsheet Control Center Program Reporting Feature | Echolocity

Kelly Pratt of Echolocity demonstrates an exciting new feature for Smartsheet Control Center users: Program Reporting. This update offers greater flexibility and removes the previous limit of 50 reports, making it much more accessible for users. Kelly walks through how to create a new program report, highlighting its ease of use and functionality. We encourage all Control Center users to transition from dynamic scope reports to this new feature for a better experience. Chapters: 00:00 Program Reporting vs Dynamic Report Scopes 01:20 Creating a New Program Report 02:40 Editing and Filtering Program Reports 04:09 Conclusion ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf
Leveraging Smartsheet Group Management | Echolocity
05:59

Leveraging Smartsheet Group Management | Echolocity

In this video, Kelly Pratt of Echolocity shares how to effectively use Smartsheet's group management feature to streamline permissions. This is especially useful for system admins, but even if you're not one, you can request this feature from your admin. Kelly walks through creating user groups to simplify access management, which can save time when onboarding new team members. Please consider implementing this strategy in your Smartsheet solutions! Chapters: 00:00 Introduction 00:28 System Admins in Smartsheet 01:20 User Management in Smartsheet 01:52 Group Management in Smartsheet 03:37 How to Create a Smartsheet Group 05:01 Add Group to Smartsheet Workspace ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Smartsheet Workflow Automations for Project Management | Echolocity
15:42

Smartsheet Workflow Automations for Project Management | Echolocity

Join Kelly Pratt of Echolocity to learn about workflow automation options in Smartsheet. She reviews how to create automations from Smartsheet templates, common automation use cases, how to manage Smartsheet notifications and updates, and gives helpful tips to leverage automations for project management. Chapters: 00:00 Introduction to Smartsheet Automations 01:40 Creating Automations from Scratch 03:20 Automation Actions 05:00 Managing Notifications and Updates 06:40 Efficiency Tips for Project Management ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
How to Migrate Data from Miro to Smartsheet | Echolocity
07:32

How to Migrate Data from Miro to Smartsheet | Echolocity

Learn tips and tricks from Lisa Wood as she demonstrates how to transfer data from Miro to Smartsheet. She walks through the process of converting sticky notes from a Miro board into Smartsheet rows, shares best practices for preserving formatting, and highlights potential pitfalls. By following her approach, users can ensure their data remains organized and actionable in Smartsheet. Chapters 00:01 – Introduction 00:11 – Overview of Miro Board Setup 00:40 – Accessing the Smartsheet Integration in Miro 01:10 – Selecting Sticky Notes for Export 02:06 – Understanding the Conversion Process 02:30 – Why You Should Make a Copy First 03:22 – Reviewing Imported Data in Smartsheet 04:13 – A Better Approach: Importing in Sections 05:19 – Organizing Imported Data in Smartsheet 06:34 – Key Takeaways & Best Practices 06:58 – Conclusion & Call to Action ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX
Comparing Smartsheet and Monday.com Features for Project Management | Echolocity
18:03

Comparing Smartsheet and Monday.com Features for Project Management | Echolocity

Barb Groff compares Smartsheet and Monday.com features for project management, discussing their strengths and best use cases. Smartsheet provides greater flexibility and customization, while Monday.com offers a structured, guided approach ideal for teams with varying experience levels. Chapters: 00:02 – Introduction 00:41 – Overview: Smartsheet vs. Monday.com 01:37 – Sheets (Smartsheet) vs. Boards (Monday.com) 07:41 – Forms: Customization & Limitations 10:40 – Gantt Charts: Detail & Flexibility 12:27 – Dashboards: Customization & Visuals 14:18 – Final Comparison & Recommendations ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Getting Started with Smartsheet Templates and Solutions | Echolocity
23:51

Getting Started with Smartsheet Templates and Solutions | Echolocity

In this video Molly Yanus provides an overview of how to get started with Smartsheet using templates and solutions. She explains different template complexities, Smartsheet’s add-ons, and best practices for using templates as a starting point for custom solutions. Chapters: 00:00 – Introduction to Smartsheet and Echolocity 00:27 – How Echolocity helps organizations with Smartsheet 00:46 – Overview of Smartsheet templates and solutions 01:12 – Navigating Smartsheet’s home screen and template options 02:15 – Understanding sheets, reports, dashboards, and forms 03:28 – Resource management add-on in Smartsheet 04:33 – Searching for and filtering templates 06:06 – The importance of starting with templates for inspiration 09:09 – Exploring medium complexity budget templates 12:22 – Understanding how Smartsheet templates are structured 17:22 – High-complexity Smartsheet solutions and project toolkits 20:42 – Best practices for customizing Smartsheet solutions 22:43 – How to get Smartsheet support ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Smartsheet Resource Management Concepts | Echolocity
29:07

Smartsheet Resource Management Concepts | Echolocity

Molly Yanus, the founder and solution architect at Echolocity, introduces resource management and capacity planning in Smartsheet. She explains the different resource management options available in Smartsheet, including the extra Resource Management module, the legacy resource view, and built-in project management tools. 00:00 Introduction to Resource Management in Smartsheet 00:20 Overview of Smartsheet’s Resource Management Options 00:58 Setting Up a New Project Plan in Smartsheet 02:26 Adding a Duration Column to Improve Planning 03:50 Configuring Dependencies & Gantt View for Resource Management 05:07 Understanding Smartsheet’s Built-in Resource Allocation Features 06:51 Adding & Using Predecessors for Task Dependencies 08:37 Difference Between Effort (Work Hours) vs. Duration (Time Span) 11:37 Setting Up Percentage Allocation for Resource Tracking 14:21 Calculating Percentage Allocation from Work Hours 16:07 Demonstration of Project Resource View in Smartsheet 19:36 Using Legacy Resource Views for Capacity Planning 22:07 Adding Users & Troubleshooting Visibility in Resource View 24:21 Key Takeaways: Customizing Resource Tracking for Your Needs 27:23 Next Steps: Advanced Reporting for Weekly & Monthly Planning 28:40 Conclusion & How to Get Help with Smartsheet ➡️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, workflow 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 - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

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