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07:40
Setting Up a Smartsheet Requestor Dashboard 📊 | Echolocity
In this video, Alex discusses how to set up a Requestor dashboard in Smartsheet, which is essential for tracking requests across various departments in your organization. He explains the importance of having a centralized location to view open requests, their statuses, and who they are assigned to. Chapters 00:00 Introduction to Requestor Dashboard 01:52 Dashboard Features Overview 04:48 Request Metrics and Stats 06:40 Creating User-Specific Dashboards ➡️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
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10:19
Enhanced Global Updates in Smartsheet | Echolocity
In this video, Kelly Pratt introduced the new Enhanced Global Updates feature in Smartsheet, which brings global updates directly into the Core app interface, allowing for multiple updates at once. She highlighted the prerequisites for using this feature, such as having blueprints created after December 4th, 2020, and ensuring projects are stored in unique workspaces. Kelly also demonstrated how to make changes like adding and removing columns and folders. While this feature is still in its early stages and has some limitations, She encourages you to review the help page linked in the notes for more details. Please let her know if you have any questions or need assistance with this new functionality! 00:00 Introduction to Enhanced Global Updates 03:24 Limitations of Current Functionality 07:11 Making Changes in the Template Smartsheet Help Pages: https://help.smartsheet.com/articles/2483474-control-center-enhanced- Global Updates Overview https://help.smartsheet.com/articles/2483475-control-center-enhanced-global-updates-faq ➡️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
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03:15
Revolutionizing Dashboards with AI Tools in Smartsheet 🚀 | Echolocity
In this video, Kelly Pratt introduced a new feature from Smartsheet that leverages AI tools to generate charts without needing formulas or reports. This functionality allows you to create charts directly from your project intake sheet and easily add them to your dashboards, streamlining the process significantly. She demonstrated how to create a chart for projects by phase and add it to our portfolio dashboard, which will update dynamically with the data. She encourage you to try out this new feature and share your experiences, including any questions or challenges you encounter. Your feedback is valuable as we explore how this can save time for our teams. 00:00 Introduction to Echolocity and AI tools 01:20 Creating a chart with AI 02:20 Final thoughts and feedback request ➡️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
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05:09
New Smartsheet Feature: Color-Coding in Board View 🎨 | Echolocity
In this video, Barb shared an exciting new feature in Smartsheet that was released in July, which allows users to assign colors to values in the lanes of a board view, enhancing visual organization. This functionality is available for single select drop-downs, contact lists, and symbol columns, making it easier to visualize information quickly. Barb demonstrated how to add and customize lanes and cards, including changing colors for better clarity. Explore this feature in your Smartsheet boards to improve your project management experience. Chapters 0:00 Introduction to ECHO Consulting 0:51 Color Assignments in Drop-downs 2:36 Editing Lane Colors 4:33 Conclusion and Summary ➡️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
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05:12
Jumpstart your Smartsheet Formulas with AI Tools 📊 | Echolocity
In this video, Barb Groff of Echolocity demonstrates how to use the AI tool in Smartsheet to generate formulas, including calculating the year from a date or determining duration. Take a moment to explore these features and let us know how they work for you! Chapters: 00:00 Introduction 00:34 AI Tool in Smartsheet 01:20 Generate a Formula: Year from a Date 02:50 Generate a Formula: Duration ➡️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
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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
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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
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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
Smartsheet
Engage Highlights
Hosted by: Kelly Pratt & Molly Yanus
ClickUp Tips & Tricks
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01:23
ClickUp Tip: Tasks & Subtasks in Multiple Lists
ClickUp has now released the ability to have the tasks and subtasks in Multiple lists. This is perfect if you find yourself duplicating the same task or moving tasks between lists in an attempt to keep everything in sync. Because it's the same task - any edits made or comment left will be displayed no matter which list you're viewing from. Tasks in multiple lists and subtasks in multiple lists are both ClickApps that will need to be enabled.
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01:48
ClickUp Tip: Team Meeting Agenda
Did you know you can utilize #ClickUp to optimize your team meetings? By using the doc view in ClickUp, you can easily manage your meeting agenda and make sure any action items are turned into easy to track and assign tasks!
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01:04
ClickUp Tip: Layout & Size Settings
Did you know that you can change the style of ClickUp’s layout & size to optimize the user experience for your preferences? Choose between simple, modern or clean to view the information in your environment in the way you prefer!
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01:07
ClickUp Tip: List View to Prioritize
#ClickUp can make visualizing and prioritizing your day a breeze - watch how I utilize the list view to easily highlight high-priority and time-sensitive items for the week!
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00:54
ClickUp: User Roles & Permissions
#ClickUp makes collaboration and teamwork a breeze but it’s important to assure that everyone has the access they need to view and edit information - watch our short video on how to access and utilize the user & permission menu for folders, lists, and dashboards!
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01:23
ClickUp Tips & Tricks: Slash Commands
This week I’d like to highlight a ClickUp shortcut – slash commands. ClickUp just released the ability to apply a task template directly from the slash commend – making this useful shortcut even better!
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01:47
ClickUp Tips & Tricks: Home Screen
When your "to-do" list is a mile long, we know how overwhelming it can be to start & prioritize your day! Today we'll be showing you how to utilize the #clickup home screen to prioritize your tasks and schedule your day for maximum productivity.
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00:55
ClickUp Tips & Tricks: Easily Restore Deleted Items
Have you ever accidentally deleted something from your task management system and then realized you needed to recreate the entire item making your productivity platform not so productive. Luckily if you’re a ClickUp user, they have put in place measures to save you from this frustration! ClickUp will save items in your trash for up to 30 days! You’ll be able to recover any spaces, folders, lists, tasks, views, etc that were unintentionally deleted in just a click of a button!
Microsoft 365 Tips & Tricks
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44:08
What's New in Microsoft - May 2025 Webinar | Echolocity
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
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12:42
Start Using Tags in Microsoft Teams | Echolocity
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
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11:03
Microsoft Loop for Project Management: Part 4 - Teams, Outlook & Key Gotchas | Echolocity
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
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07:34
Microsoft Loop for Project Management: Part 3 - Status & Task Tracking Made Easy | Echolocity
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
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16:32
Microsoft Loop for Project Management: Part 1 - Mastering Meetings | Echolocity | Microsoft 365
Learn how to use Microsoft Loop for better meeting management, effective action item logging, and a more interactive and collaborative meeting experience. In this video, Caroline Henne of Echolocity demonstrates how to use the Microsoft Loop App as a project manager. This video is part of a multi vide series highlighting Microsoft Loop key features and functionality and how it can be used to successfully manage projects and stakeholders for the best results. Caroline, a certified Microsoft expert, walks through how to set up Loop Workspaces for each project and how to configure meeting notes for both a single and recurring meetings. Join us to level up your Loop skills! Reach out to Echolocity if your team needs training on how to manage projects within Microsoft Teams and beyond. Echolocity is a Microsoft Partner and trains on project management best practices using Microsoft 365 platform and apps. Chapters: 00:00 Introduction to Loop 02:18 Loop Workspaces 04:14 Loop Meeting Notes (Single) 08:05 Loop Notes in a Teams Meeting 12:00 Loop Meeting Notes (Series) ➡️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
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05:51
Microsoft Loop for Project Management: Part 2 - Organizing Project Documents | Echolocity
Caroline Henne of Echolocity continues demostrating how to use Microsoft Loop for Project Managment. In Part 2, she shows how to create a Project Charter and other Project Documents in Loop, and how to add links and other project files to a Loop workspace. Chapters: 00:00 Intro 00:20 Create a Project Charter in Loop 01:16 Tag others and add comments in Loop 02:25 Create a PDF from a Loop page 03:10 Create a structured Feedback page in Loop 04:33 Add links and attach files to Loop 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
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44:19
Microsoft Copilot Turns 2 - Webinar | Echolocity
Join Caroline Henne and Molly Yanus of Echolocity to celebrate the 2nd birthday of Microsoft's AI tool Copilot. They walk through the development of Copilot within the "AI boom", review key workflows for using Copilot, and look ahead to the development of Copilot Agents. Check it out to learn all about Copilot and how to effectively leverage this powerful tool. Chapters: 00:00 Introduction 03:09 Resources for Copilot 06:27 The "AI Boom" and Copilot 11:00 What is Copilot and how does it work? 15:40 Copilot + Microsoft Apps 21:08 Copilot for Content Generation in Outlook and Loop 23:50 Copilot Prompts 28:20 Copilot Productivity Support in Teams 29:15 Copilot + Microsoft Power Platform 32:07 PM Agent in Planner 38:55 Gotchas, Tips + Opportunities ➡️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
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54:31
Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |
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 with Teams and Outlook. ✅ Advanced Integrations: Using Power Automate and Power BI for complex workflows and reporting. ✅ Practical Considerations: Best practices for deciding when to use Smartsheet vs. Microsoft tools. Enhance your team's productivity by leveraging the strengths of both platforms. Watch now to learn how! ➡️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/ ➡️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. ➡️ 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
Monday.com: Tips, Tricks & Tutorials
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10:07
How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques
How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques Risk Management is the practice of identifying, evaluating, and preventing or mitigating risks that may impact the outcome of a project. One of our favorite and highly impactful risk management techniques is a CRAID Log which is similar to a RAID log but adds a step further for "change requests". Echo Consulting is a proud monday.com partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like monday.com. At Echo Consulting, we know it is so much more than selecting the right tool. We work with your team to understand the challenges and pain points within your current process and create custom Project Management Solutions tailored to the unique culture and needs when implementing Work Management platforms. #RiskManagementTechniques #RiskManagement #ManagingRisk #Monday #CRAID #SettingUpCraid #RAIDLog #WorkManagement Monday.com Implementation: https://echoprojectmanagement.com/services/mondaycom-implementation- Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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07:44
Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com
Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com Echo Consulting is a proud monday.com partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like monday.com. At Echo Consulting, we know it is so much more than selecting the right tool. We work with your team to understand the challenges and pain points within your current process and create a custom Project Management Solutions tailored to the unique culture and needs when implementing Work Management platforms. Our focus is on maximizing the ROI benefit of your investment by balancing people, process, and technology for the best results. Monday.com Implementation Services: https://echoprojectmanagement.com/services/mondaycom-implementation- #Monday #MondayKeyFeatures #ProjectManagement #ProjectManagementSolutions #ROI #VirtualMeetings #VirtualWorkshops Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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08:06
Monday.com Tutorial | 5 Time Saving Features in Monday.com
Who doesn't feel like there just isn't enough time in the day? Small changes can have a big impact on making sure your valuable time is dedicated to the highest-impact items. We've compiled a list of 5 of our favorite time-saving hacks in Monday.com! Monday.com allows anyone to customize to their organization's needs easily by combining no-code building blocks boosting your teams' efficiency, transparency, and ability to save time and effort for what matters most. In this video, we'll review five of our favorite Monday.com features that we find save time and boost our teams' workflow! Features Highlighted: Template Center: 00:18 Favorites Bar: 2:04 Batch Action Updates: 3:12 Workflow Center: 4:26 Bolt Switch Search: 6:52 Curious how Echo can help optimize your teams Monday.com: https://www.echoprojectmanagement.com/monday Our Website - https://echoprojectmanagement.com/ Meet with Us - https://bit.ly/echo-discovery Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #Monday.com, #Tutorial, #5_Time_Saving, #Features, #Monday, SEO TAG: monday.com,monday.com tutorial,digital transformation,project management,monday.com,monday.com tutorial,project management,digital transformation,Monday.com Tutorial,5 Time Saving Features in Monday.com,how to use monday.com,monday.com demo,organization,5 time saving features in monday.com,Saving Features in Monday.com,saving features in monday.com,features in monday.com,platform,tasks,Monday.com,Tutorial,5 Time Saving,Saving Features,settings,5 time saving,how to save time,Time Saving,Time,smartsheet,smartsheets,smartsheet tips
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58:16
How to Set Up a PMO in Monday.com | Monday.com Tutorial | PPM | Project Roll-Up Reporting
A properly built PMO is an ideal way to provide a streamlined process for your organization to track and approve new projects while seeing key metrics across all projects in real-time providing you with a portfolio-level view of all projects and metrics in real-time to make key decisions. The purpose of a PMO or “Project Management Office” is to assist the organization to deliver projects in a strategic and efficient way by standardizing policies and following project management methodologies. Setting up a PMO for your organization can have many benefits including: • The ability to submit projects for approval, and plan, track, and report on multiple projects in one place • Gain a portfolio-level view of all projects and metrics in real-time • Automatically be notified when new projects are submitted for approval A PMO in Monday.com is a great way to provide a streamlined way for your organization to track and approve new projects while seeing key metrics across all projects in real-time. While Monday.com offers template sets to build the foundation of your PMO but you still need to follow best practices and customize the templates to follow the structure of your organization. In this video, we will cover the core functionalities of a successful PMO and how to set up a PMO in Monday.com. Highlights: Start: 00:00 PMO Overview 3:14 Transition from Project to Operations 06:53 PMO Hierarchy 09:17 Gap Analysis 15:37 Implementation Process 16:13 Identify Roles 20:50 Template Center 28:51 Project Requests and Approvals 31:22 Project Board 37:12 Monday.com allows anyone to customize to their organization's needs easily by combining no-code building blocks boosting your teams' efficiency, transparency, and ability to save time and effort for what matters most. For more information on Echolocity's Monday.com service offerings: https://echolocity.com/monday Our Website - https://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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup How to Set Up,PMO,Monday.com,Tutorial,PPM,Project,Roll-Up,Reporting,monday.com,monday.com tutorial,pmo,project management,How to Set Up a PMO in Monday.com,organization,monday.com demo,how to use monday.com,how to set up a pmo in monday.com,monday,Monday.com Tutorial,PPM | Project Roll-Up Reporting,ppm | project roll-up reporting,project online,work management,Set Up a PMO in Monday.com,set up a pmo in monday.com,monday.com review,PMO in Monday.com,pmo in monday.com,Project Roll-Up,project roll-up,Roll-Up Reporting #How, #SetUp, #PMO, #Monday.com, #Tutorial, #PPM, #Project, #Roll-Up, #Reporting,
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06:04
Copying Parent Task Columns to Subitems in Monday.com
One of the benefits of working with Monday.com is that parent items and subitems can have different fields, or columns. But what if you want a parent item and a subitem to have the *same* columns? In this video, we'll demonstrate a quick and simple way to copy parent item columns to subitems. Looking to use Monday.com for managing your projects? Let's talk! Connect with us for a free 30 Minute Discovery call to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Highlights Start: 00:00 Columns in Monday.com: 00:50 Adding columns to subitems: 1:50 Copy parent columns: 2:54 Data entry for subitems: 4:23 About Our Monday.com Solutions: https://www.echoprojectmanagement.com/monday In Monday.com, copying parent task columns to subitems can be done using automation recipes or custom code. Here's how you can achieve this: Using Automation Recipes: Monday.com offers automation recipes that allow you to automate repetitive tasks, including copying column values from parent tasks to subitems. Navigate to your board and click on the automation button (lightning bolt icon) at the top right corner. Choose the "Create Automation" option and select the trigger that will initiate the automation (e.g., when a new subitem is created). Configure the action to copy column values from the parent task to the subitem. You can specify which columns you want to copy and how the data should be formatted. Test the automation to ensure that it works as expected. Using Custom Code: If the built-in automation recipes don't meet your needs, you can use Monday.com's API and custom code to achieve more complex workflows. Write a script or use a programming language like Python or JavaScript to retrieve data from the parent task and update the corresponding subitems. Use Monday.com's API endpoints to fetch data from the parent task and update the subitems with the desired column values. Test your code thoroughly before deploying it to ensure that it functions correctly and doesn't cause any unintended side effects. Here's a general outline of the steps you'll need to follow when using custom code: Authenticate with Monday.com API using your API token. Retrieve the parent task's data using the task ID. Extract the column values that you want to copy to the subitems. Iterate through the subitems and update their respective column values with the data from the parent task. Handle any error scenarios and ensure proper error logging for debugging purposes. Test your code with sample data to verify that it works as expected. Deploy your code to your production environment and monitor its performance. By using automation recipes or custom code, you can efficiently copy parent task columns to subitems in Monday.com, streamlining your workflow and ensuring data consistency across your projects. Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO TAG: monday.com,showing subitem column summary in parent items,monday.com tutorial,how to link items in monday.com (simple),how to mirror columns in monday com,how to customise your monday.com,progress column in monday.com,project column in monday.com,monday.com subitems,how to duplicate automations workflows in monday.com,monday.com tasks or items,how to use monday.com
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10:11
Managing Resources in Monday.com | Resource Management and Capacity Planning | Board Configuration
Barb Groff from Echolocity discusses managing resources within the Monday.com software platform in a recent presentation. We highlight the importance of building boards with common columns such as people, status, and due date to maintain consistency across projects. We demonstrate creating boards and setting up dashboards to consolidate information from multiple boards, which allows for effective resource management. By integrating widgets like workload and battery indicators, teams can visualize task distribution and monitor project progress efficiently. We further explores advanced features like effort and capacity management, emphasizing the ability to customize and balance workload among team members. She illustrates how to set capacity limits and measure effort, ensuring that team members are not overburdened. The use of percentage and number views in workload charts provides flexible monitoring options. Additionally, the fiscal year setting and group selection features enhance the customization of reports. In conclusion, we invite companies to seek Echolocity's expertise in optimizing their Monday.com workflows and dashboards. Key steps include: 1. Building Boards: Create boards A and B with common columns for people, status, and due dates. 2. Setting Up Dashboards: Connect multiple boards to a resource management dashboard and add relevant widgets. 3. Configuring Workload Widgets: Add a workload widget and configure it by selecting time columns and resource types from connected boards. 4. Effort and Capacity Management: Use features to measure effort and capacity, either by splitting or summing tasks among team members. Customize weekly capacity to avoid overloading staff. 5. View Settings: Customize views by numbers or percentages, and color-code by boards or groups. 6. Customizing Fiscal Year: Adjust settings based on fiscal year start dates and include relevant groups in capacity planning. Chapters 0:00 Introduction 2:03 Creating a Resource Management Dashboard 3:23 Effort and Capacity Planning 6:04 Customizing Weekly Capacity ➡️ 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/ 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 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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13:20
Setting up new project intake in Monday.com 📊 | Form and Automations | PMO & Project Management
Barb Groff from Echolocity guides you through setting up an intake sheet in monday.com for efficient project tracking. Learn how to create workspaces, boards, and essential columns like requester, status, and approval date. Follow along to streamline project management and enhance collaboration in Monday.com. Chapters: 00:00 Creating an Intake Sheet in a Monday board 00:40 Create a New Workspace 2:15 Adding Columns for Project Intake, Review + Approvals 4:30 Add a Priority Column with Custom Labels 5:45 Add a Date Column 7:15 Create an Intake Form 8:47 Monday Board Automations ➡️ 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: 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
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15:38
How to Create Monday.com Dashboards | Widget & Filters | Making Dashboards Matter | Echolocity
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 Subtasks by Assignee 11:54 Sharing and Permissions for Monday.com Dashboard ➡️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
Project Management
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07:40
Setting Up a Smartsheet Requestor Dashboard 📊 | Echolocity
In this video, Alex discusses how to set up a Requestor dashboard in Smartsheet, which is essential for tracking requests across various departments in your organization. He explains the importance of having a centralized location to view open requests, their statuses, and who they are assigned to. Chapters 00:00 Introduction to Requestor Dashboard 01:52 Dashboard Features Overview 04:48 Request Metrics and Stats 06:40 Creating User-Specific Dashboards ➡️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
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05:12
Jumpstart your Smartsheet Formulas with AI Tools 📊 | Echolocity
In this video, Barb Groff of Echolocity demonstrates how to use the AI tool in Smartsheet to generate formulas, including calculating the year from a date or determining duration. Take a moment to explore these features and let us know how they work for you! Chapters: 00:00 Introduction 00:34 AI Tool in Smartsheet 01:20 Generate a Formula: Year from a Date 02:50 Generate a Formula: Duration ➡️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
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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
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44:08
What's New in Microsoft - May 2025 Webinar | Echolocity
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
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12:42
Start Using Tags in Microsoft Teams | Echolocity
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
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42:58
Building a Business Case & Calculating ROI - Webinar | Echolocity
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
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03:20
New Features in Monday.com: Smart Forms, AI Columns & More | Echolocity
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
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11:03
Microsoft Loop for Project Management: Part 4 - Teams, Outlook & Key Gotchas | Echolocity
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
Project
Prioritization
Hosted by: Molly Yanus
Miro Tips & Tricks
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10:12
Avoid Burnout | How to Determine Your Top 3 Priorities | Productivity Hacks | Miro Whiteboard Tips
If you’re constantly juggling projects, feeling behind, and navigating burnout, you’re not alone. When projects just keep coming, it’s tough to keep track of it all without feeling scattered. To stay clear, energized, and efficient in your workflow, we highly recommend using a prioritization technique. In this video, Echo Consulting Founder and CEO Molly Yanus shares how she coaches her team on identifying blockers, calling out value, and asking the right questions to affirm priority. Watch Molly create an Eisenhower Matrix in Miro – a virtual whiteboard tool – to help her team confirm top priorities and identify which tasks could be pushed to a later date. With a clearer sense of what matters most, the team can move forward with their top-priority projects. Regain your confidence, feel proud of moving the needle, know that you are working towards your top priorities, and avoid burnout from an unending list of priorities. Was this prioritization strategy helpful? Subscribe to see more tips and tools from the Echo team, and check out our recommended playlists below. For more helpful Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #Avoid_Burnout, #How, #Determine, #Top_3, #Priorities, #Productivity, #Hacks, #Miro_Whiteboard, #Tips, SEO TAG: productivity,productivity hacks,online whiteboard,virtual whiteboard,how to improve productivity in the workplace,how to become a productivity master,productivity tips,how to be more productive,whiteboard,how to get your life together,quality and productivity courses,best productivity tool reviews,best productivity apps,best productivity tools,habits for productivity,online whiteboard platform,how to become more productive,how to be productive
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04:14
How to Utilize the Smartsheet Miro Integration | Smartsheet Miro Integration Tutorial
Many teams start with a white boarding session to brainstorm as a way to collaborate, but it can be a challenge to execute on the ideas that have come about in the session in an organized fashion and understand what the next steps should be and who owns the follow-up action. The Miro/Smartsheet integration allows you to convert brainstorming sessions in Miro into structured project plans in Smartsheet, and vice versa with a two-way sync that both saves time and ensures work is updated across both tools. Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #Utilize, #Smartsheet, #Miro, #Integration, #Smartsheet, #Miro, #Integration, #Tutorial, SEO TAG: smartsheet,smartsheet tutorial,smartsheet teams integration,how to integrate smartsheet with teams,miro integration,zapier integration,app integration,zapier integrations,connect smartsheet to teams,smartsheet to teams,jira vs smartsheet comparison,jira card integration,mural miro integrations,mural integrations,ai integration miro,hotjar and zapier integration,miro integrations,jira vs smartsheet,smartsheet vs jira,smartsheet aligned,
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11:05
Feature Highlights for New Miro Users | Miro Tutorial | Best Practice Guide for New Users
As remote work has gained popularity and becomes more of the “norm”, Miro has become one of our favorite digital whiteboarding tools to collaborate with others as it allows multiple participants to create notes and designs, move things around, vote, and communicate just as if you would in person. We find it so impactful for hosting online workshops or just brainstorming with remote team members. In this video, we’ll be reviewing feature highlights that we find beneficial for new Miro users. Feature Highlights: Projects 00:33 Creating a New Board from Templates: 01:10 Navigation Tips 01:45 Sticky Note Creation Shortcuts 03:15 Smart Align 05:19 Frames 05:59 Exporting Data 07:44 Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/consult-complimentary Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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05:25
How to Embed a Miro Board In a Microsoft Teams Meeting
What happens when two awesome tools come together? Working effectively gets a whole lot easier! Today we’re sharing a fantastic collaboration between Microsoft Teams and Miro. The Echo team uses both Microsoft Teams and Miro often, and we’re thrilled to see that using them together is more efficient than ever before. In this video, we’ll show you how to embed a Miro board directly into your Microsoft Teams meeting. No need to toggle between two applications, create and share links to your Miro board, and wait for everyone in the meeting to access it; with this integration, you can open your Miro board directly in your Microsoft Teams meeting and get to work! ICYMI: Miro is a digital whiteboard platform that allows remote teams to effectively brainstorm, collaborate, and plan. Microsoft Teams is a chat-based workspace that integrates people, tools, and content to help your team connect and work together. The best part of this integration is that everyone in the meeting can view, edit, and contribute to the Miro board that’s embedded. And once the meeting is over, all changes are captured in your Miro account. So you can open that board up the next time you need it and see all the updates from your meeting. Loved learning about this app integration? Hit subscribe to see more content on tech tips and best practices! For more information on Echo Smartsheet Services: Smartsheet | Echo Consulting (echoprojectmanagement.com) Our Website - https://echoprojectmanagement.com/ Meet with Us - Select a Date & Time - Calendly Our LinkedIn - https://www.linkedin.com/company/echo... Subscribe Here: Echo Consulting - YouTube Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf&index=1&t=0s Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V&index=1&t=0s ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM&index=1&t=0s Smartsheet Tips & Tricks - Smartsheet Tip: Date-based Triggers to Keep Deadlines on Track - YouTube Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup&index=1&t=0s SEO HASHTAG: #How, #Embed, #Miro, #Board, #Microsoft, #Teams, #Meeting, SEO TAG: microsoft teams,microsoft,how to use microsoft whiteboard,microsoft whiteboard teams,how to use microsoft whiteboard in teams,microsoft whiteboard in teams meetings,microsoft teams meetings,microsoft whiteboard,how to,microsoft teams alternative,how to share board in miro,how to use whiteboard in teams,microsoft office,microsoft 365,teams,teams whiteboard,miro board,whiteboard microsoft,meetings,microsoft whiteboard tutorial,microsoft stream
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08:59
Smartsheet Tutorial: How to Embed a Miro Board into a Smartsheet Dashboard
If you're anything like us, you use Smartsheet dashboards to bring all of your essential project information into one place. But what do you do if some of your workflow lives outside of Smartsheet? The reality is that most teams don't use just one tool. Thankfully, Smartsheet has widgets to embed links, documents, and more into your Smartsheet dashboard. In this video, watch Amanda Wood demonstrate how to embed a Miro workspace directly into an existing dashboard. From the dashboard, you and your team will be able to view your Miro content and edit the workspace without leaving the Smartsheet environment. Ready to take your Smartsheet solution to the next level? Sign up for a free 30-minute discovery call to learn how Echo can help: https://www.echoprojectmanagement.com/schedule-meeting Highlights: 00:00 Start 00:10 Smartsheet Dashboards Overview 1:13 Intro to Miro 2:15 Sample Smartsheet Dashboard 3:40 Goal Outcome: Miro board in Dashboard 3:57 Create an Embed Link from Miro 4:53 Creating a Widget on a Smartsheet Dashboard 6:17 Miro Widget in Action ------ ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Smartsheet Tutorials, Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qu
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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
AirTable
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04:11
How to See Tasks Across Projects in Airtable
We will show you how to quickly and easily see all the tasks assigned to you across multiple projects. We will also demonstrate how Airtable's dashboard interface can be customized to provide a one-stop-shop for managing tasks. If you're looking for an efficient way to stay organized and update tasks, this video is for you. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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 0:00 Introduction 0:26 Sample Data Screens and My Task Dashboard 1:12 My Task Dashboard Review 1:58 How to set up My Task Dashboard 3:33 Conclusion
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04:16
How to use the counting fields function in Airtable to track KPIs and Metrics | Airtable Demo
In this video we want to share with you one of our absolute favorite features in Airtable. We will be demonstrating how to use the count field to easily capture key project metrics and KPIs without the need for complex formulas. This feature makes reporting accessible to any type of user and allows you to track important data such as the number of tasks that are past due and not completed. Watch this video to learn how to leverage this powerful feature in Airtable. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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 Chapters: 0:05 Introduction 0:50 The Count Field 1:38 Setting Up Conditions 2:53 Generating Data 4:00 Looking at Task Due Dates
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06:40
Creating an Automation to Record Dates in Airtable | Tracking record and cell changes | Workflow
In this video, I will guide you through creating an automation in Airtable to record dates based on record updates. I will explain the purpose of this automation, which is to track completed tasks and generate reports based on the completion dates. I will demonstrate how to set up the necessary columns, create the automation trigger, configure the table, and update the record with the closed date. No action is requested from the viewers, but they will gain valuable knowledge on automating date recording in Airtable. Chapters: 1:52 Creating the Automation 4:03 Updating the Record ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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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09:01
How to create a dynamic dropdown in Airtable | Conditional logic in a form | Project Management
In this video, Molly Yanus, the founder of Echo Consulting, demonstrates how to dynamically populate a drop-down and group data by category within a table. She also highlights key features to look for in a project management system, such as roll-up dashboards and resource forecasting. Using the example of Work Management and Project Management tools, Molly reviews the high level process of identifying, prioritizing, and executing new work, and how Airtable can help achieve transparency and maximize ROI. Watch this video to learn how Airtable can help manage your data more efficiently and eliminate the need to update in multiple places. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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
Teamwork.com - Tips and Tricks from Echo...
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04:30
How to Create Task List Templates in Teamwork.com | Time Estimates & Assignments | Repeat Tasks
In this video from Echolocity, we demonstrate how to create a task list template in teamwork, a tool designed to streamline project management. We explain that task list templates are useful for quickly setting up new projects that involve similar tasks, allowing teams to avoid the repetitive process of creating tasks individually. We guide viewers through the steps of creating a new template, adding tasks, and assigning estimated time and personnel to each task, ensuring that projects can be launched efficiently. We also highlight the flexibility of the templates, showing how they can be customized with subtasks, time estimates, and assigned responsibilities. By setting up these templates in advance, project teams can save time and reduce the likelihood of missing important steps when starting new projects. The video emphasizes the ease and efficiency that task list templates bring to project management, encouraging viewers to explore this feature to optimize their workflow. 0:00 Introduction 1:05 Creating a New Template 2:20 Time Estimates and Assignments, Managing Task Templates ➡️ 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/ 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 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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10:58
Teamwork.com Platform Walkthrough | Project Planning and Reporting | Dashboards and How to Navigate
Lisa from Echolocity gives an overview of the Teamwork Platform, a user-friendly SaaS work management solution. We begin by navigating through the home page, which features a sidebar with search options, project lists, and a client tab displaying clients and their respective projects. Users can see project details, add columns, and star projects for quick access. The project tab provides a card or grid view of all projects, allowing for customization. The planning tab helps with capacity planning, showing team members' assignments and availability, and offers the ability to adjust tasks on the fly. We also highlight the time tracking feature, where users can estimate and log time for tasks and projects, use live timers, and view time totals. Calendar integration is currently available with Google Calendar, and Outlook integration is in progress. The calendar view shows daily tasks and milestones, which can be detailed or updated as needed. We also touch on the benefits of task templates, which streamline the setup of recurring projects by allowing users to create standardized task lists, complete with subtasks, tags, and visibility settings. These templates can save significant time when initiating new projects. The home view shows all tasks assigned to the user, with options to collapse sections and filter tasks by various criteria such as priority and project. The dashboard offers widgets to display at-risk tasks, project health, and daily overviews, which can be customized and rearranged. We conclude by mentioning that more detailed videos on specific features will be available, providing a comprehensive yet brief introduction to the capabilities of the Teamwork Platform. 1. Home Page and Navigation: - Home icon leads to the main dashboard. - Sidebar features search, project list, favorites, clients, tasks, and project health. 2. Client and Project Tabs: - Clients tab lists clients and their projects. - Projects tab shows all projects in a grid or list view, customizable with additional columns. 3. Planning and Reports: - Planning tab aids team capacity planning by task and project. - Reports and time tracking features allow task and project time estimation, live timers, and manual time logging. 4. Calendar Integration: - Google Calendar integration with Outlook integration in progress. - View tasks and milestones by day, with details on hover or click. 5. Templates: - Task templates for recurring projects save setup time. - Templates can include subtasks, tags, flags, and visibility settings. 6. Task Management: - Tasks can be assigned estimated times and comments. - Task lists can be filtered by priority, project, and other criteria. 7. Dashboard: - Widgets display at-risk tasks, project health, updates, and daily overview. - Customizable with additional widgets and rearrangement options. We highlight the efficiency and customization features of Teamwork, promising more detailed videos on specific functionalities. 00:00 Introduction 02:00 Project Tab Details 04:58 Task Templates Explanation 06:44 Adding Task Lists to Projects ➡️ 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 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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Play Video
10:04
How to Create a New Project in Teamwork.com
In the video, Lisa Wood from Echolocity demonstrates how to create a new project in the Teamwork dashboard. We begin by navigating to the projects section from the home page and choosing to view projects in a list format. We explain how to create a new project from scratch, starting with naming the project and selecting or creating a company to associate with it. We then moves on to adding team members, setting the project category, adding tags, and specifying whether the project is billable. We also highlight the option to use templates for task lists and the benefits of setting milestones and time estimates for tasks. Next, we demonstrate how to manage and customize tasks within the project. We explain the different views available for tasks, such as board and table views, and how to add columns for additional information like start dates and statuses. We emphasize the importance of tracking time for billable projects and shows how to log time and create time estimates for tasks. We also cover how to bulk edit tasks, reassign them, and adjust start and due dates. Finally, we review the project setup and mentions features like adding files, adjusting schedules on the fly with the Gantt chart, and using forms for collecting project information. Here's a summary: 1. Access Teamwork Dashboard: Start on the home page and navigate to the projects section. 2. View Options: Projects can be viewed in list or grid format; the demonstration uses the list view. 3. Create a New Project: - Click the "Add Project" button. - Choose to start from scratch or use a template. In this demo, a new project named "New Product Creation" is started from scratch. - Assign the project to an existing company or create a new one. 4. Project Setup: - Add team members or assign the project to yourself. - Categorize the project (e.g., client work) and add relevant tags. - Indicate if the project is billable and configure custom fields if needed. 5. Task Lists: - Create a task list and use templates if available. Add milestones and assign them to tasks. - Estimate the time required for tasks, and assign them to team members or yourself. 6. Manage Tasks: - Edit tasks to set time estimates, add comments, attachments, and subtasks. - View tasks in different formats (board, table) and customize columns. 7. **Dashboard and Time Tracking**: - Use the project dashboard to track progress. - Add files, log time, and use forms to collect information. - Adjust project schedules using the Gantt chart. 8. Bulk Editing: - Bulk edit tasks to reassign them, change start and due dates. 9. Final Review: Return to the home view to see all tasks assigned to you. 0:00 Introduction 2:05 Selecting Team Members 3:36 Setting Milestones 4:15 Task Lists 6:41 Dashboard Views 7:38 Forms and Different Views 8:19 Conclusion ➡️ 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 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
Microsoft Planner
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44:08
What's New in Microsoft - May 2025 Webinar | Echolocity
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
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14:44
Top 3 Project Management Apps in Microsoft Teams | Echolocity
Caroline Henne from Echolocity shares her top three apps in Microsoft Teams for project management: Planner, Meet, and Loop. Check out how to use these tools for managing task and project management, meetings and scheduling, and collaboration. Let us know what your favorite Teams apps for project management are! Chapters: 00:00 Top 3 PM Apps in Teams 02:00 Overview of Microsoft Planner 04:00 Using the Meet App 06:00 Integrating with Microsoft Loop ➡️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
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Play Video
20:23
Microsoft Planner vs Smartsheet - The Right Project Management Tool for You | Echolocity
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 08:26 Microsoft Planner Cons 10:49 Smartsheet Pros 14:58 Smartsheet Cons 16:30 Why choose Microsoft Planner? 18:35 Why choose 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, 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 Planner → https://www.youtube.com/playlist?list=PLO3D1ido-Qg7Q2ww8eDJ-lbTOssfhn83G Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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
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Play Video
11:06
Manage Portfolios in Microsoft Planner | Project Management in Microsoft 365 | Project Dashboard
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 timeline across multiple project plans. Looking for more information? Want to implement for your team? Reach out for a free consultation and learn more : https://www.echolocity.com/schedule-meeting Chapters: 0:00 My Portfolios in Microsoft Planner 01:20 Add a New Portfolio 02:50 Plan View 05:01 Roadmap View 05:35 Add Key Date 06:37 Add Task from a Plan 08:29 Add Phases from a Plan ➡️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
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13:53
What's NEW with Microsoft Planner Basic vs. Premium Plans | Project Management in Microsoft 365
In this video, Caroline Henne from Echolocity answers the question of what Basic Users can do in Premium Plans using the Microsoft Planner App in Teams. She reviews Basic versus Premium capabilities, then demonstrates what Basic users can see and do in Premium Plans, including viewing Task hierarchy, predecessors, Premium columns, and starting Channel posts on specific tasks. Chapters: 00:00 Intro to the new Microsoft Planner in Teams 01:24 Basic Plans 05:23 Premium Plans: Task Hierarchy 06:24 Premium Columns 08:43 Premium Task Details 10:00 Start/Update a Channel Post from a Task 12:13 Overview: What can Basic Users Do in Premium Plans? ➡️ 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 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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48:41
What's NEW with Microsoft Planner | Basic vs Premium Plans | Features Highlights by Echolocity
This webinar "What’s NEW with Microsoft Planner" hosted by Caroline Henne, focused on the latest features of Microsoft Planner, specifically its integration with Microsoft Teams. We introduced the session, providing a historical context of various Microsoft project management tools like Microsoft Project, To-Do, and Teams. The emphasis was on the evolution of these tools and their current integration into a cohesive task management system within Teams. The webinar outlined the basic and premium plans available in the new Planner, detailing their features, differences, and licensing requirements. We demonstrated the functionalities of both basic and premium plans, highlighting the user interface within Teams, including task creation, assignment, and management features. Basic plans offer standard task management capabilities, while premium plans provide advanced features like Gantt charts, dependencies, and subtask management. The session also covered the integration of other Microsoft apps, such as Outlook and Viva Goals, into Planner. The webinar concluded with an interactive Q&A, where participants could ask questions and share their experiences with the new Microsoft Planner. ➡️ 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 Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Chapters 0:00 Introduction 2:34 Exploring the New Features 3:47 Historical Overview 5:57 Discussing the Evolution and Capabilities of Planner 9:23 Understanding Task Management in Teams 14:00 Discussing the Functionality and Team Management of Planner 16:17 Exploring the Features and Functionality of Microsoft's Online Planner 21:55 Exploring the Features and Functionality of Microsoft's Premium Planner 24:08 Discussing the Functionality and Advantages of Microsoft Team Planner 30:09 Exploring the Features and Challenges of Microsoft 365 Planner 38:09 Exploring the Capabilities and Licensing of Copilot and Teams Planner 43:24 Exploring Challenges and Recommendations for Microsoft 365 Planner
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15:23
Using Microsoft Planner and Loop for Project Management
Today we will be discussing how the new Planner app in Teams can be used together with Loop App for project management. Caroline will explain the importance of having a centralized view of projects and how Loop can help achieve that. I'll also demonstrate the features of Loop, such as creating pages, adding checklists, and connecting with other tools like Planner. By the end of the video, you'll have a clear understanding of how to leverage Loop for effective project management. Project Management Data video - https://youtu.be/zpgOj895Eo0 ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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 Highlights: 00:00 Introduction 00:43 Project Views 03:27 Strategic View Across Multiple Projects 06:34 Using Loop with Planner 08:31 Leveraging Loop as Part of Meeting Notes 11:33 Bridging the Gap in Project Communication 13:48 Organizing Loop Workspace
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03:55
Microsoft Planner | Viewing My Tasks with Premium and Basic Plans |
Trouble viewing all the tasks in "My Tasks" when managing both Premium and Basic Planner plans? Check out our new video to see the update Microsoft has made to make your life much easier! ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf
Power BI Tutorials
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24:47
Power BI Tutorial: Using Filters & Slicers to Level Up Your Visuals
You've uploaded data to Power BI, you understand how to make a simple table, and now you're ready to make the most of the program. In Caroline Henne's latest Power BI video, she demonstrates how to upgrade your visuals and leverage them to answer important questions about project data, with use cases from project management to illustrate the power of this program. 💥 Getting started with Power BI? Check out Caroline's video tutorial on migrating data from Smartsheet to Power BI:https://youtu.be/zJYArKZT3Ho It's a great introduction to uploading data and building a simple visual in the platform! Highlights: 00:00 Start 00:41 Working With the Data 2:13 Use Case: Estimated Hours for Projects 6:13 Troubleshooting: Filtering for Open Projects 8:00 Option 1: Adjusting Filters in Power BI 9:15 Option 2: Adjusting Filters in Smartsheet 10:30 Switching Data Source from Sheet to a Report in Smartsheet 13:28 Viewing Data with Slicers 18:02 Summary: Options for Filtering and Viewing Data 20:11 Teaser: Publishing Your Visuals & Adding to Smartsheet Dashboards ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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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05:21
Microsoft Power BI Tutorial | 4 Time-Saving Features in Power BI | Beginner Power BI Tips
Power BI can be a powerful tool to bring life to your data and reduce the risk of using multiple data analytic platforms! As with any new tool, it can be overwhelming and confusing when first learning. In this video, we'll share 4 beginner-friendly tips when learning to utilize Power BI to help you navigate with ease and provide a short tutorial for each. With seamless integration of Smartsheet, Monday.com, and other platforms, Echo can help you adopt and integrate Power BI to leverage your data – for teams of one or one hundred: https://www.echoprojectmanagement.com/microsoft-power-bi. Here are four time-saving features in Microsoft Power BI along with beginner tips on how to use them effectively: Query Editor for Data Cleaning: Use the Query Editor in Power BI to clean and transform your data before loading it into your reports. Tip: Explore the various data transformation options such as removing duplicates, splitting columns, renaming columns, and applying filters to streamline your data preparation process. Data Model for Relationships: Utilize the Data Model to establish relationships between different tables in your dataset. This allows you to combine data from multiple sources and create more meaningful insights. Tip: When creating relationships, ensure that the columns you're linking have the same data type and values to avoid errors. DAX Expressions for Calculations: Leverage DAX (Data Analysis Expressions) to create powerful calculations and measures in Power BI. Tip: Start with simple DAX expressions and gradually learn more advanced functions and techniques as you become more familiar with Power BI. Use functions like SUM, AVERAGE, CALCULATE, and RELATED to perform calculations and create measures. Custom Visuals for Enhanced Visualization: Take advantage of Power BI's custom visuals gallery to enhance your data visualizations and tell compelling stories with your data. Tip: Experiment with different custom visuals to find the ones that best suit your data and reporting needs. Pay attention to usability and accessibility when selecting custom visuals for your reports. By incorporating these time-saving features into your Power BI workflow and applying the beginner tips provided, you can streamline your data analysis and reporting processes and create more impactful insights for your organization. Highlights 00:29 Visuals 01:15 Summarize Field 02:18 Customize Current Theme 04:00 Importing Data Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO TAG: power bi,power bi tutorial for beginners,power bi tutorial,power bi for beginners,microsoft power bi,power bi training,power bi desktop,power bi dashboard,learn power bi,power bi reports,power bi desktop tutorial,microsoft power bi tutorial,power bi tutorials,power bi desktop tutorial for beginners,beginners guide to power bi,power bi tips and tricks,microsoft power bi tutorial for beginners,power query in power bi,power bi how to,how to use power bi SEO HASHTAG: #Microsoft, #Power, #BI, #Tutorial, #4_Time_Saving, #Features, #Power_BI, #Beginner_Power_BI, #Tips,
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06:09
How to Connect Smartsheet to Power BI | Part 1: Selecting Data & Building a Visual
Do you store your project data in Smartsheet, but are looking to create more engaging visuals to illustrate for your team? Smartsheet and Power BI can be used together to bring your project data to life, helping to improve visibility and understanding on projects. In the first of a two-part video series, Caroline Henne kicks things off by demonstrating how to select your Smartsheet data in Power BI, and illustrates how to create a simple visual in the Power BI environment. To connect Smartsheet to Power BI, you can use the built-in connector in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: If you haven't already, download and install Power BI Desktop from the Microsoft website. Get Data: Launch Power BI Desktop and click on "Get Data" from the Home tab on the ribbon. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or navigate to "All" and find Smartsheet from the list of connectors. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials and sign in. Choose Data: After authentication, you'll see a navigator window where you can select the Smartsheet data you want to import. Choose the sheets or reports you want to bring into Power BI by checking the boxes next to their names. Then click "Load" or "Transform Data" to continue. Transform Data (Optional): If you click on "Transform Data," it will open Power Query Editor where you can apply transformations to your data before loading it into Power BI. You can clean, filter, or reshape your data here. Load Data: Once you're done with transformations (if any), click on "Close & Load" to import the data into Power BI. Visualize Data: Power BI will load the data into the data model. You can then create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: After creating your reports, you can set up automatic data refresh so that Power BI pulls in the latest data from Smartsheet on a schedule. You can configure this from the "Home" tab by clicking on "Schedule Refresh." That's it! You've successfully connected Smartsheet to Power BI. Now you can leverage Power BI's robust visualization and analysis capabilities to gain insights from your Smartsheet data. 💥 Looking for Part 2 of this series, where Caroline demonstrates how to create more complex visuals for different needs? Check it out here: https://youtu.be/WOQ1DXXUo7c Want some guidance on using Power BI on your team? Head over to our website to learn more about our Power BI work: https://www.echoprojectmanagement.com/microsoft-power-bi ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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 SEO HASHTAG: #How, #Connect, #Smartsheet, #Power, #BI, #Part_1, #Selecting, #Data, #Building, #Visual, SEO TAG: Power BI,Power BI and Smartsheet,Using Power BI with Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,Data visualization,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,power bi,smartsheet,connect to smartsheet,how to power bi,how to use power bi,smartsheet power bi,write to power bi,power bi and smartsheet,smartsheet and power bi,power bi tutorial,selecting data,selecting,selecting features,using power bi with smartsheet,ms 365 power bi,BI
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21:05
How to Connect Smartsheet to Power BI | Part 2: Creating More Complex Visuals
Now that we've got our Smartsheet Data source imported to Power BI, it's time to build some visuals! In Part 2 of our Power BI to Smartsheet series, Caroline demonstrates how to work with your Smartsheet data set to create more complex visuals, adjust formatting and filters, gain helpful insights from your data set, and publish the visuals for easy visibility across a team. Make sure to watch her two use cases for using Power BI in project management: viewing projects per consultant, and projects per client! To connect Smartsheet to Power BI, you can use the Smartsheet connector available in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: Launch Power BI Desktop on your computer. If you don't have it installed, you can download it from the Microsoft website. Get Data: In Power BI Desktop, click on the "Home" tab in the ribbon menu, and then click on "Get Data" in the "External Data" group. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or locate it under the "Online Services" category. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials (email and password) and click "Sign In." Choose Data: After successful authentication, you'll see a navigator window displaying your Smartsheet workspaces, sheets, and reports. Navigate through your Smartsheet account structure and select the data you want to import into Power BI. You can choose one or multiple sheets/reports. Click "Load" when you're ready. Transform Data (Optional): You can perform data transformations using Power Query Editor before loading the data into Power BI. This step allows you to clean, filter, or reshape the data as needed. Click on "Transform Data" to open Power Query Editor. Load Data: After transforming the data (if necessary), click on "Close & Load" to import the selected data into Power BI. Visualize Data: Power BI will load the data into the data model, and you'll be directed to the report view. Here, you can create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: To keep your Power BI reports up to date with changes in your Smartsheet data, you can configure scheduled refreshes. Click on "Home" in the ribbon menu and then click on "Schedule Refresh" to set up automatic data refreshes. That's it! You've successfully connected Smartsheet to Power BI, allowing you to analyze and visualize your Smartsheet data within the Power BI environment. (Missed part 1 of this series? Find it here: https://youtu.be/zJYArKZT3Ho) Highlights: 0:00 Picking up from Part 1 00:47 Creating a Bar Chart 1:50 Use Case: Projects per Consultant 3:00 Formatting Your Visual 6:19 Dealing with Blanks in Your Data Set 7:52 Use Case: Projects Per Client 14:14 Exploring Formatting Options 16:11 Publishing Your Visual ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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 SEO HASHTAG: #How, #ConnectSmartsheet, #PowerBI, #Part2, #Creating, #ComplexVisuals, #connect_to_smartsheet, #power_bi_tutorial, SEO TAG: power bi,connect to smartsheet,smartsheet,connect smartsheet to excel,how to power bi,how to use power bi,introduction to power bi,write to power bi,smartsheet power bi,power bi and smartsheet,smartsheet and power bi,connect smartsheet to sql server,how to connect google sheets to power bi,power bi tutorial,power bi training,power bi for beginners,Power BI,Power BI and Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,pmo manager,power bi videos,power bi demo,power bi,smartsheet,power bi and smartsheet,smartsheet and power bi,power bi tutorial,power bi training,Creating More Complex Visuals: Echo Consulting,Complex Visuals: Echo Consulting,Power BI: Echo Consulting,creating more complex visuals: echo consulting,complex visuals: echo consulting,BI
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47:13
How to Manage Project Data | Smartsheet + Microsoft Power BI Examples | Project List vs Project Plan
What is the status of this project? Where do you look? Who updates it and how often? Managing project information and ensuring data is up to date can be frustrating and time consuming and manual. Caroline Henne of Echo Consulting provides real world tips and tricks on how to manage different types of project data and provides tactical demos of how to manage project plan data in Smartsheet and dashboards and data visualizations in Microsoft Power BI. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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
StrAlign
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48:56
Software Launch: Introducing, StrAlign!
It's finally here! 🎉 We're thrilled to share our strategic decision-making software, StrAlign. Take a look at our first live demo of StrAlign, where we demonstrate StrAlign's features, interface, and potential, and hear from our team about use cases and what's next as we anticipate our launch date in June 2023. We'll have plenty more demonstrations, trainings, and configuration sessions in the coming months. Hit subscribe to stay up to date with all things Echo and StrAlign, and share any questions you have in the comments! 🎉 Introducing StrAlign! 🚀 We're thrilled to announce the launch of StrAlign, your ultimate strategic decision-making software. StrAlign is designed to help organizations align their strategies, streamline decision-making processes, and drive success in today's dynamic business landscape. Here's what you can expect from StrAlign: Strategic Alignment: StrAlign enables organizations to align their goals, initiatives, and resources with their overarching strategic objectives. With StrAlign, you can ensure that every decision and action is in line with your long-term vision and mission. Intelligent Insights: Make informed decisions with confidence using StrAlign's powerful analytics and reporting capabilities. Gain actionable insights into your organization's performance, trends, and opportunities, allowing you to stay ahead of the curve. Collaborative Decision-Making: Foster collaboration and transparency across teams and stakeholders with StrAlign's collaborative features. Facilitate real-time communication, feedback, and alignment to drive consensus and drive results. Agile Adaptation: Stay agile and responsive to change with StrAlign's dynamic decision-making framework. Quickly adjust strategies, priorities, and resource allocations based on shifting market conditions, customer needs, and competitive pressures. Efficient Execution: Streamline execution and implementation of strategic initiatives with StrAlign's workflow automation and project management capabilities. Track progress, manage tasks, and monitor performance to ensure projects are delivered on time and within budget. Scalable Solution: Whether you're a small startup or a large enterprise, StrAlign is designed to scale with your organization's needs. Easily customize and configure StrAlign to fit your unique requirements and grow with your business. Exceptional Support: Our dedicated support team is here to help you every step of the way. From onboarding and implementation to ongoing support and training, we're committed to ensuring your success with StrAlign. Ready to take your strategic decision-making to the next level? Get started with StrAlign today and unlock the full potential of your organization's strategy. Learn more about StrAlign here: www.stralign.com Highlights: 00:00 Start 06:24 Translating strategy into action 08:35 Dynamic Prioritization in StrAlign 10:50 Use cases for StrAlign 11:29 Roles in StrAlign 12:35 Managing Ideas in StrAlign 15:50 Comparing ideas in StrAlign 19:10 Goals & Scenarios in StrAlign 24:43 Gamification of Ideas 28:50 Admin functionality Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 More Playlists from Echo: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO TAG: spacex starlink launch,spacex starship launch,spacex launch,intelsat 40e launch,oneweb launch,spacex orbital launch,spacex orbital launch tower,softwarelaunch,wolfram language introduction,learn coding,functional coding,amazon trucking owner operator,strategic alignment,stralign,learn computer coding,decentralized finance,taking care of business,functional programming,amazon trucking company,trucking company startup,stralign 101 SEO HASHTAG: #Software, #Launch, #Introducing, #StrAlign,
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03:55
StrAlign 101: What is Dynamic Prioritization?
How do organizations integrate strategic vision with real life project workflow? Two words: Dynamic Prioritization. In this video, Echo Consulting & StrAlign Founder Molly Yanus explains how StrAlign utilizes dynamic prioritization by accounting for all goals, ideas, and decisions, then synthesizing user votes weighed by relative importance. The result? Clear strategic alignment on where your resources and budget are best spent! Dynamic prioritization, in the context of StrAlign or any strategic decision-making software, refers to the ability to adjust and update priorities in real-time based on changing circumstances, new information, or shifting organizational goals. Here's a breakdown of what dynamic prioritization entails: Real-Time Adjustments: Dynamic prioritization allows organizations to continuously reassess and adjust priorities as needed without being bound by rigid, static plans. This flexibility is crucial in fast-paced environments where conditions can change rapidly. Adaptability to Change: With dynamic prioritization, organizations can respond quickly to emerging opportunities, threats, or challenges. It enables them to adapt their strategies and resource allocations to address evolving needs and priorities. Data-Driven Decision-Making: Dynamic prioritization relies on data-driven insights to inform decision-making. Organizations can leverage real-time data, analytics, and performance metrics to identify trends, patterns, and areas of opportunity or risk. Scenario Planning: Dynamic prioritization facilitates scenario planning and "what-if" analysis, allowing organizations to explore different scenarios and their potential impacts on priorities and outcomes. This helps them make more informed decisions and mitigate risks. Alignment with Strategic Goals: Dynamic prioritization ensures that priorities remain aligned with overarching strategic goals and objectives. Organizations can continuously evaluate whether their activities and initiatives are contributing to the desired outcomes and adjust course as needed. Collaboration and Transparency: By providing visibility into the prioritization process and rationale, dynamic prioritization fosters collaboration and alignment across teams and stakeholders. It enables transparent decision-making and ensures that everyone is working towards common objectives. Iterative Improvement: Dynamic prioritization is an iterative process that allows organizations to learn from experience and continuously improve their prioritization practices over time. By collecting feedback, analyzing results, and iterating on strategies, organizations can refine their approaches and achieve better outcomes. Overall, dynamic prioritization empowers organizations to stay agile, responsive, and competitive in today's rapidly evolving business landscape. By embracing flexibility, data-driven decision-making, and collaboration, organizations can effectively navigate complexity and drive success in their strategic initiatives. Want to see how you could use StrAlign for your team or organization? Sign up for a free demo of the software here: https://meetings.hubspot.com/molly-yanus/stralign Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO TAG: prioritization,project prioritization,stralign,decisionmaking,scenario planning,smartsheet aligned,only sum children rows that are approved,businessstrategy,helpful tutorials,smartsheet tutorial,smartsheet tutorials,using the sumifs formula,sum children rows that are approved,workflow,task management,smartsheet rows,smartsheet tips,project management,smartsheet workapps,only sum children rows,softwarelaunch,gtd,smartsheet SEO HASHTAG: #StrAlign, #101, #Dynamic, #Prioritization,
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03:56
What makes StrAlign different?
Most project prioritization tools depend on upvoting and downvoting. So what makes StrAlign different? Each user does more than just submit ideas; they can contribute to decisions by comparing ideas, and choosing which idea will have the biggest impact on strategic goals. In this video, join Mark Monaghan and Molly Yanus as they illustrate how the compare feature of StrAlign sets it apart from other tools. Interested to see how your team or organization could use StrAlign? Schedule a free demo of the tool with our team: https://meetings.hubspot.com/molly-yanus/stralign Our Website - https://echoprojectmanagement.com/ StrAlign Home - https://www.stralign.com/ Meet with Us - https://www.echoprojectmanagement.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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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06:04
StrAlign 101: Goals & Scenarios in StrAlign
One of the unique features of StrAlign is its ability to link decisions with strategic goals. In this video, watch Founder Molly Yanus create a goal and add that goal into StrAlign's Scenario Planning function. Think you'd like to learn more about StrAlign, goal setting, and scenario planning? Schedule a free demo with our team today! https://meetings.hubspot.com/molly-yanus/stralign Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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: StrAlign - https://youtube.com/playlist?list=PLO3D1ido-Qg774FqsYUfnzEX4NcHW73d8 Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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28:43
Project Prioritization | Strategic Planning | Goals Tracking | Idea Management | StrAlign Demo
Switching priorities between projects is draining, isn't it? It disrupts your momentum and leaves your team in a fog of doubt. Everyone thinks their project is the most important but your resources only stretch so far. Presented by project portfolio management expert Molly Yanus, this video discusses the features and benefits of StrAlign software, an innovative data driven decision making platform that helps streamline: 1. Idea management, 2. Project Prioritization 3. Goal Tracking 4. Strategic Alignment 5. Scenario Planning, and much more The video also briefly discusses the ability to integrate with other software and the ability to customize weighting and ranking of projects and goals as business needs shift over time. ➡️ Drive strategic alignment and get more value for your project investments with StrAlign! https://www.stralign.com/schedule-demo ➡️ Resources for You: Our Website - https://www.stralign.com/ Meet with Us - https://www.stralign.com/schedule-a-meeting Our LinkedIn - https://www.linkedin.com/company/straligned/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 SEO HASHTAG: #Project_Prioritization, #Strategic_Planning, #Goals_Tracking, #Idea_Management, #StrAlign_Demo, SEO TAG: project management,project management tools,project management tutorial 6th edition,project management,Project Prioritization,Strategic Planning,Goals Tracking,Idea Management,StrAlign Demo,stralign demo,strategic planning,strategic plan,project prioritization,strategic planning session,strategic plans,project management companies,portfolio planning,project management services,Idea Management - Echo Consulting,Goals Tracking - Echo Consulting,idea management - echo consulting,goals tracking - echo consulting,pmo,StrAlign,Demo,Goals,stralign
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43:33
StrAlign Webinar | Mastering Project Prioritization & Scenario Planning with StrAlign
➡️ Drive strategic alignment and get more value for your project investments with StrAlign! https://www.stralign.com/schedule-demo ➡️ Resources for You: Our Website - https://www.stralign.com/ Meet with Us - https://www.stralign.com/schedule-a-meeting Our LinkedIn - https://www.linkedin.com/company/straligned/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1
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04:58
StrAlign | Understanding User Weighting
In this video we introduce the concept of user weighting within the StrAlign platform, which assigns values to users to determine their influence in decision-making processes. User weighting, expressed as a percentage, dictates the degree of influence a user has when voting on ideas, projects, or opportunities. User weights are administered via the admin panel, typically on a scale of 1 to 5 but customizable based on organizational needs. Users utilize the rating interface to assess projects against predefined goals, with their influence reflected in rankings. The system offers insights into project progression over time. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.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 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 0:00 Introduction 0:45 Defining User Weighting 1:42 Assigning User Weights 2:25 Weighting Scale 3:24 Rankings and Results
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04:25
Introduction to StrAlign 🚀 Strategic Planning Software
Have you heard about StrAlign? In this video, Jason LaShelle of Echolocity introduces this cutting edge tool and shows how organizations can use it for data-driven analysis and decision-making. He walks through how to document goals, submit ideas, and use pairwise comparison for decision-making. Chapters: 0:00 Introduction to StrAlign 0:40 Goals in StrAlign 1:36 Comparison Tool 2:00 Pairwise Comparison 3:06 Rating Goals ➡️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: Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Webinars
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44:08
What's New in Microsoft - May 2025 Webinar | Echolocity
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
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42:58
Building a Business Case & Calculating ROI - Webinar | Echolocity
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
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44:19
Microsoft Copilot Turns 2 - Webinar | Echolocity
Join Caroline Henne and Molly Yanus of Echolocity to celebrate the 2nd birthday of Microsoft's AI tool Copilot. They walk through the development of Copilot within the "AI boom", review key workflows for using Copilot, and look ahead to the development of Copilot Agents. Check it out to learn all about Copilot and how to effectively leverage this powerful tool. Chapters: 00:00 Introduction 03:09 Resources for Copilot 06:27 The "AI Boom" and Copilot 11:00 What is Copilot and how does it work? 15:40 Copilot + Microsoft Apps 21:08 Copilot for Content Generation in Outlook and Loop 23:50 Copilot Prompts 28:20 Copilot Productivity Support in Teams 29:15 Copilot + Microsoft Power Platform 32:07 PM Agent in Planner 38:55 Gotchas, Tips + Opportunities ➡️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
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31:28
Lean Project Management Webinar | Maximizing Efficiency in Modern Workflows | Echolocity
In this webinar, Barbara Groff from Echolocity explores the principles of Lean Project Management and how they can help teams maximize efficiency, reduce waste, and improve workflows. Explore common project management challenges, key Lean principles, and best practices for improving collaboration, communication, and decision-making. With real-world examples and practical tools, this webinar provides valuable insights for organizations looking to streamline their project management processes. Chapters: 00:02 Introduction to Lean Project Management 01:10 Project Management Challenges 05:36 Key Lean Principles 09:58 Lean Tools & Techniques 20:44 Best Practices in Lean Project Management 26:35 Real-World Examples 29:52 Key Takeaways & Next Steps ➡️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
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01:00:18
PMO Best Practices: How to Build, Scale & Optimize Your Project Management Office with Echolocity
In this webinar Echolocity's host Molly Yanus explores Project Management Office (PMO) best practices to help organizations establish, expand, or improve their PMO. It covers common project challenges, the value of a PMO, project prioritization methodologies, governance best practices, and KPIs for measuring PMO success. The session includes real-world insights, a discussion on different PMO structures, and practical advice on resource management, stakeholder alignment, and project prioritization. Attendees gained guidance on aligning projects with strategic goals, measuring PMO value, and leveraging tools like Smartsheet for better visibility and efficiency. Chapters 00:00 Introduction to PMOs & Objectives 03:00 Common Project Challenges & Why PMOs Matter 10:00 Building & Expanding a PMO 20:00 Best Practices for Project Intake, Review & Approval 30:00 Project Prioritization Methodologies 45:00 Tracking PMO Value & KPIs 55:00 Q&A & Final Thoughts ➡️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
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48:31
Echolocity What's New in Smartsheet Webinar - January 2025
Molly explored exciting updates and features designed to enhance work management and project management. During the webinar, we covered: ➡️Enhancements to timeline views, including advanced functionality and visual appeal. ➡️Updates on Smartsheet’s strategic direction and product roadmap. ➡️The newly introduced collections feature for improved asset organization and permissions. Chapters 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 - 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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56:27
Echolocity's What's New in Work Management and Project Management Software Webinar
➡️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
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54:31
Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |
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 with Teams and Outlook. ✅ Advanced Integrations: Using Power Automate and Power BI for complex workflows and reporting. ✅ Practical Considerations: Best practices for deciding when to use Smartsheet vs. Microsoft tools. Enhance your team's productivity by leveraging the strengths of both platforms. Watch now to learn how! ➡️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/ ➡️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. ➡️ 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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