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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

Learn about the latest news and updates from Microsoft in the project management space with Caroline Henne of Echolocity. She discusses updates to AI, Microsoft 365 apps, and the latest project management news you should know from Microsoft. Chapters: 00:00 Introduction 01:15 Microsoft Resources 04:01 Microsoft News Room: AI, Cloud 06:38 Microsoft Project Managment News 07:08 Microsoft Planner Updates 15:39 Teams Updates 20:37 Microsoft Loop Updates 22:00 Centering Copilot AI 29:22 Copilot Agents 35:55 Efforts to Consolidate Solutions ➡️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 Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

In this video, Caroline Henne of Echolocity reviews the use of tags in Microsoft Teams, which can be incredibly helpful for managing team communications. She cover how to create, manage, and utilize tags effectively, including best practices for their use. She also highlights the importance of adjusting notification settings related to tags. Please take a moment to explore your tags in Teams and consider how they can enhance your collaboration. 00:00 Tags in Microsoft Teams 01:28 Settings for Tags in Teams Admin Center 05:13 Manage Tags in a Team 06:50 Create a Tag 09:58 Change Notification Settings in Teams ➡️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 Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf

In the webinar, Molly Yanus from Echolocity discusses the importance of building strong business cases and calculating ROI. She highlights key components such as executive sponsorship, stakeholder engagement, and risk management, using a real-world example of implementing work management software to illustrate effective strategies and common pitfalls to avoid. Chapters: 00:00 Introduction 02:00 Why Business Cases Matter 07:39 Key components of a strong case 09:05 Example: Work Management software 14:55 Categorizing Benefits 18:05 Quantifying Time Savings 25:54 Calculating ROI 28:35 Payback Period Calculation 34:05 Pitfalls to avoid 35:36 Recommended Resources ➡️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 Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

Barb Groff from Echolocity shares exciting updates to Monday.com for 2025. Includes Forms, AI, Sorting Workspaces, and App Favorites. Chapters: 00:00 Introduction 00:20 New Monday.com Forms features 01:15 Sort Workspaces 01:39 Favorite Apps 02:07 New Monday.com AI features ➡️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: 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

Caroline Henne of Echolocity continues demostrating how to use Microsoft Loop for Project Managment. In Part 4, how Loop integrates with Teams and Outlook, and shares some Loop "gotches". Watch this whole video series to level up your Loop PM skills! 00:00 Intro 00:37 Using Loop with Teams 02:33 Using Loop with Outlook 04:22 Loop Gotchas 08:44 Workaround: Copy Pages to change ownership or 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: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

Caroline Henne of Echolocity continues demostrating how to use Microsoft Loop for Project Managment. In Part 3, she shows how to add a plan from Microsoft Planner to Loop, and how to use a Task tracking table in Loop Chapters: 00:00 Task Tracking in Loop 00:30 Embed a Plan from Microsoft Planner in Loop 02:34 Limitations on Planner in Loop 03:40 Using a Task table in a Loop page 05:22 Tasks from Loop table in Planner ➡️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 Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup