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SMARTSHEET GOV

Drive Real Change:  Smartsheet Gov

Join the ranks of government innovators who have harnessed the power of Smartsheet Gov to boost collaboration, maintain compliance, and streamline processes across their organizations.

 

The Smartsheet Gov platform offers a range of powerful features to empower teams manage work easier :  including workflow automations, forms, dashboards for improved visibility, and the flexibility to tailor solutions to fit your team's unique needs and processes.

We can help! - Echo is a Certified Smartsheet Partner and Women-Owned Small Business (WOSB) that specializes in training and implementing Smartsheet!

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

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Services

Echo is a certified Smartsheet partner with 100+ implementations of Smartsheet for teams across the US and globally. Echo is a certified Women Owned Small Business (WOSB) and eager to empower government agencies to streamline their work management processes so that they can best serve the American people!

Design & Configuration

Optimize your existing workflow, reduce manual effort and duplicate entry, empower your team to do their best work with a solution that is tailored to their needs, scalable and secure. 

Implementation

From solution design and data architecture to build configuration, testing, training, migration, cutover and adoption support, Echo's team of experts ensures best practices and smooth transition to this powerful work management platform

Training & Support

Tailored training to ensure your team can effectively implement and adopt Smartsheet Gov solutions. Live and Recorded Training programs available for entry to advanced users. 

Grow your business with our Smartsheet Solutions.

Don’t see what you’re looking for?

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

How to Use Sheet Filters in Smartsheet | Project Management & Smartsheet |  Echolocity Tips
04:55

How to Use Sheet Filters in Smartsheet | Project Management & Smartsheet | Echolocity Tips

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 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 - 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
Private video
13:26

Private video

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 03:29 Embed Reports 05:31 Customize Charts 09:45 Widget Behavior 11:25 Copy + Paste Widgets ➡️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 - 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
How to Create a Dashboard in Smartsheet
06:52

How to Create a Dashboard in Smartsheet

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 based on a single Status column 4:20 Conditional Formatting based on multiple columns ➡️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 - 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 Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Formatting Tips & Tricks for Smartsheet 🎨 | Conditional Formatting | Cell Colors in Smartsheet
07:06

Formatting Tips & Tricks for Smartsheet 🎨 | Conditional Formatting | Cell Colors in Smartsheet

Kelly Pratt, from Echolocity, showcases Smartsheet's latest AI features - Analyze Data, Generate Formulas, and Text Summaries. Learn how to extract insights, create formulas, and draft text summaries effortlessly. Chapters: 0:00 Introduction: AI in Smartsheet 1:21 Analyze Data Tool 2:41 Generate Formula Tool 4:39 Text and Summaries Tool ➡️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 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
Exploring Smartsheet's AI Tools with Echolocity | Generate Formulas | Analyze Data with AI
57:30

Exploring Smartsheet's AI Tools with Echolocity | Generate Formulas | Analyze Data with AI

Recap by Molly Yanus and Kelly Pratt of Echolocity, a Work Management Solutions firm ➡️Smartsheet Features Introducing table view to support larger data sets with faster load times and editing capabilities 9:58 Allowing users to paste 1000 rows and delete multiple columns at once in table view 13:43 Implementing a new formula flyout for easier formula creation and editing 15:36 Enabling conditional formatting at different levels in table view 17:06 Integrating global updates from Control Center into the Smartsheet UI 36:34 Expanding program reporting capabilities to include dynamic scope reports 36:52 Introducing data linking to map data from one sheet to another within Smartsheet 38:53 Enhancing resource management with advanced integrated reporting 40:25 Adding timeline view to dashboards by the end of the year 43:19 Improving board view with sorting within lanes, inline card editing, and color coding 44:00 ➡️Collaboration Tools Introducing collections for sharing individual assets across multiple workspaces 20:18 Allowing external links, dynamic views, and forms to be added to collections 22:34 Enabling multiple admins for collections to improve scalability 24:18 Implementing file library for document management within each workspace 25:03 Allowing annotation and commenting on specific sections of assets in file library 25:12 Enhancing file library with robust versioning capabilities and search and tagging functions 26:25 ➡️AI Tools Introducing AI tools for analyzing data and generating insights 31:01 Implementing AI tools for creating and editing formulas within Smartsheet 31:59 Using AI tools for generating text summaries and translations 33:16 ➡️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 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 Engage Conference Highlights: Molly explained the structure of the Smartsheet Engage conference, including the variety of participants and sessions available. She emphasized the active and positive Smartsheet community and the high energy at the event. Key Themes from the Conference: Kelly identified three main themes from the conference: scale, collaboration, and integration. She highlighted the introduction of table view, collections, and file library as significant features. Detailed Feature Discussions: Table View: Kelly discussed the new table view, which supports larger data sets and offers faster load times and formula calculations. She demonstrated some of its features, such as deleting multiple columns and improved formula assistance. Collections: Kelly and Molly explained the collections feature, which allows sharing individual assets across multiple workspaces. This feature is similar to work apps but integrated into Smartsheet. File Library: Kelly described the file library feature, which provides document management within each workspace, including annotation and versioning capabilities. AI Tools: Kelly highlighted the AI tools available in Smartsheet, including data analysis, formula generation, and text summarization. Additional Updates: Kelly and Molly mentioned other updates, such as global updates from Control Center, program reporting, dynamic views, data linking, and resource management enhancements. New Pricing and Subscription Model: Molly explained the new user subscription model, which includes a provisional status for users who need to edit assets without a license. This model aims to streamline the licensing process and reduce administrative overhead. Upcoming Events and Closing: Molly announced upcoming events and encouraged participants to subscribe for additional content. Kelly and Molly thanked everyone for attending and invited questions.
Smartsheet Engage Highlights from 2024 User Conference : Recap Feature Announcements by Echolocity
09:31

Smartsheet Engage Highlights from 2024 User Conference : Recap Feature Announcements by Echolocity

Caroline Henne, from Echolocity, reviews her top 3 Smartsheet - Microsoft Teams integrations. Learn how to receive Smartsheet notifications as direct chat messages in Teams​, send automatic notifications to a Teams Channel, and add a Smartsheet dashboard or sheet as a Tab in a Teams Channel. Streamline your workflow with Smartsheet and Microsoft with automations and integrations for better visibility on your project management and task visibility needs. Chapters: 0:00 Introduction 0:48 Receive Smartsheet Notifications as Direct Messages through the Teams App 2:15 Send Smartsheet Notifications to a Teams Channel 5:47 Add a Smartsheet Dashboard as a Tab in Teams 6:39 Add a Smartsheet CRAID Log as a Tab in Teams ➡️ Resources for You: Our Website - https://www.echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ 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
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