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Echolocity What's New in Smartsheet Webinar - January 2025
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
Explore Project Approval Workflows in Smartsheet
12:05

Explore Project Approval Workflows in Smartsheet

Discussion on design and building approval workflows in Smartsheet. Chapters: Workflow Design, Automations, Notifications ➡️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
Overview Smartsheet's Latest Feature Collections
11:17

Overview Smartsheet's Latest Feature Collections

Description: showcasing Smartsheet's new feature, Collections, which revolutionizes asset management by offering better control over permissions. I'll explain how to use Collections, its benefits, and how it can streamline your workflow. Watch to learn how to organize assets efficiently and enhance collaboration. Chapters: 00:00 Introduction 03:37 Collections Overview 05:50 Setting Up Collections for Project Team Members ➡️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
Echolocity's 5 Favorite Smartsheet Features
12:13

Echolocity's 5 Favorite Smartsheet Features

In this video, Kelly Pratt from Echolocity showcases five key features in Smartsheet that enhance collaboration and efficiency. From the row link for pinpointing specific items to the Smartsheet's conversations feature for seamless communication, Kelly delves into how these tools can streamline project management. She also highlights the latest comment column and the save as new functionality, offering valuable insights on optimizing workflows. Lastly, Kelly touches on the versatility of forms and the AI tools available, providing practical tips for maximizing productivity. Chapters: 00:00 Intro 00:10 Row Link Feature 02:36 Latest Comment Column 04:39 Save As New Functionality 07:11 Smartsheet Forms 09:29 AI Tools ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Smartsheet | Sheet Summary Fields vs  Reports
06:14

Smartsheet | Sheet Summary Fields vs Reports

When should you use Sheet Summary fields in Smartsheet and when should you use Reports? Keefer Welsh, from Echolocity, dives into this topic and demonstrates the best practices for using these features. Chapters: 0:00 Introduction 0:35 Sheet Summary Fields 1:34 Row Reports vs Sheet Summary Reports 2:32 Why use a Report? 3:28 Primary Use Cases for Reports and Sheet Summary Fields ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |
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
How to Use Sheet Filters in Smartsheet | Project Management & Smartsheet |  Echolocity Tips
04:55

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

How do I set sheet filters in Smartsheet? Lisa Wood from Echolocity walks you through the how to's and best practices of creating, sharing and setting filters on sheets in Smartsheet. Chapters: 0:00 Introduction 1:00 Filter by High and Critical Priority 2:00 Filter by Completion Percentage 2:30 Filter by Status 3:27 Filter by Assigned Tasks ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
How to Create a Report in Smartsheet | Edit Columns and Filters in Reports | Multiple Projects View
08:19

How to Create a Report in Smartsheet | Edit Columns and Filters in Reports | Multiple Projects View

Solution Consultant Kelly Pratt, from Echolocity, walks through how to create a new report in Smartsheet. She covers all the basics of how to create a report including selecting source sheets and columns, applying report filters and utilizing features such as grouping and summarizing. She also covers how to create a report more quickly and efficiently using a report that already exists. Chapters: 0:00 Introduction 0:25 Create a New Smartsheet Report from scratch 6:10 Create a New Smartsheet Report from an existing report ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

Smartsheet
Engage Highlights
Hosted by: Kelly Pratt & Molly Yanus

Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |
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
Top 3 Smartsheet & Microsoft Teams Integrations | Streamline Workflows across M365 & Smartsheet
09:31

Top 3 Smartsheet & Microsoft Teams Integrations | Streamline Workflows across M365 & Smartsheet

Caroline Henne, from Echolocity, reviews her top 3 Smartsheet - Microsoft Teams integrations. Learn how to receive Smartsheet notifications as direct chat messages in Teams​, send automatic notifications to a Teams Channel, and add a Smartsheet dashboard or sheet as a Tab in a Teams Channel. Streamline your workflow with Smartsheet and Microsoft with automations and integrations for better visibility on your project management and task visibility needs. Chapters: 0:00 Introduction 0:48 Receive Smartsheet Notifications as Direct Messages through the Teams App 2:15 Send Smartsheet Notifications to a Teams Channel 5:47 Add a Smartsheet Dashboard as a Tab in Teams 6:39 Add a Smartsheet CRAID Log as a Tab in Teams ➡️ Resources for You: Our Website - https://www.echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Using Microsoft Planner and Loop for Project Management
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
What's NEW with Microsoft Planner | Basic vs Premium Plans | Features Highlights by Echolocity
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
Microsoft Apps | Get more value from your Microsoft Apps | Streamline Process Flows | Echolocity
13:34

Microsoft Apps | Get more value from your Microsoft Apps | Streamline Process Flows | Echolocity

Why are there so many apps? - Microsoft Partner and Consultant Molly Yanus of Echolocity provides a brief overview of Microsoft 365 apps - emphasizing the Microsoft mission to empower and achieve more and how Echolocity can help teams find their flow and streamline their processes in Microsoft. From Planner to Loop to Teams and Sharepoint, the true value is how these apps connect and work together to support each team's unique workflow and culture. Learn how Microsoft Apps are like the dishes in your kitchen, and how to keep the data fresh and clean, and not get stuck with a pile of dirty dishes. ➡️ 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 00:00 Introduction 02:13 Navigating the Ecosystem 04:50 Approaches to Microsoft Usage 06:55 Managing Microsoft Apps
Getting Microsoft OneDrive to Work with Finder on Mac OS | Preview files in Finder without download
05:35

Getting Microsoft OneDrive to Work with Finder on Mac OS | Preview files in Finder without download

In this video we provide a guide on integrating OneDrive with Finder on Mac OS. Mac users often work in Microsoft-heavy environments, necessitating the use of OneDrive or SharePoint for cloud storage. Despite potential concerns, integrating OneDrive with Finder is straightforward. Download OneDrive from the App Store, install it, and follow the steps to add an account and select folders for syncing with Finder. If Finder integration issues arise, users can enable Finder extensions via System Settings / Privacy and Security / Extensions. OneDrive files in Finder will show icons indicating whether they are stored locally or in the cloud. Users can preview files without downloading them fully and free up space by sending files back to the cloud. Use favorites in Finder to quickly access frequently used folders. Microsoft 365 announced at a recent conference that there will be some upcoming enhancements for Mac users, including reduced battery and CPU usage, faster boot performance, and a 33% reduction in memory footprint. These improvements should make OneDrive integration more efficient over the next few months. ➡️ 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 1:39 Setting Up OneDrive 3:25 Conclusion
How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques
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
Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com
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
Monday.com Tutorial | 5 Time Saving Features in Monday.com
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
How to Set Up a PMO in Monday.com | Monday.com Tutorial | PPM | Project Roll-Up Reporting
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,
Copying Parent Task Columns to Subitems in Monday.com
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
Managing Resources in Monday.com | Resource Management and Capacity Planning | Board Configuration
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
How to Create Monday.com Dashboards | Widget & Filters | Making Dashboards Matter | Echolocity
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
PMO Best Practices: How to Build, Scale & Optimize Your Project Management Office with Echolocity
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
Top 3 Project Management Apps in Microsoft Teams | Echolocity
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
Echolocity What's New in Smartsheet Webinar - January 2025
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
Echolocity's What's New in Work Management and Project Management Software Webinar
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
Private video
20:23

Private video

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
Microsoft Planner vs Smartsheet - The Right Project Management Tool for You | Echolocity
01:36

Microsoft Planner vs Smartsheet - The Right Project Management Tool for You | Echolocity

Founder and CEO Molly Yanus discusses the future of work management and how she envisions a new role at the intersection of project management, business analysis, and technical prowess enabling teams with low code / no code tools. Yanus claims that you do not need to be a developer to solve complex problems. Her company, Echolocity is leading the charge with a new role they call "Solutioneers" focused on helping teams learn how to solve problems with the blend of people, process and technology. ➡️ 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
Solving problems at work | You don't need to be a developer | Ask great questions | Get work done
39:06

Solving problems at work | You don't need to be a developer | Ask great questions | Get work done

You've heard the buzzwords before: Agile, The Iron Triangle, Stakeholders, Capacity Planning, Change Request, Kanban, etc. But what do all these terms mean, in practice? And more importantly — how do you leverage all of these processes and frameworks to make real progress and start to get out from under heavy workflows? In this webinar recording, Jason LaShelle breaks down some of the most common (and commonly misunderstood) terms in Project Management and offers realistic, tried-and-true insights into how to make PM methodologies work for you. Chapters : 00:00 Start 00:18 Intro: Echo, Jason, & Our Topic 02:43 What is a project? 06:03 What is a Project Manager? 08:07 History of Project Management 09:48 Project Management Methodologies 10:42 Waterfall Method 11:59 Agile Method 13:12 Waterfall vs Agile: Use Cases, Pros & Cons, etc. 20:55 Addressing project failure 22:42 The Triple Constraint Concept 25:49 Governance 26:46 About the PMP (Project Management Professional) Certification 33:20 What is a Project Sponsor? 38:07 Closing remarks from Echo Team ➡️ 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 Start 00:18 Intro: Echo, Jason, & Our Topic 02:43 What is a project? 06:03 What is a Project Manager? 08:07 History of Project Management 09:48 Project Management Methodologies 10:42 Waterfall Method 11:59 Agile Method 13:12 Waterfall vs Agile: Use Cases, Pros & Cons, etc. 20:55 Addressing project failure 22:42 The Triple Constraint Concept 25:49 Governance 26:46 About the PMP (Project Management Professional) Certification 33:20 What is a Project Sponsor? 38:07 Closing remarks from Echo Team

Project
Prioritization
Hosted by: Molly Yanus

Avoid Burnout | How to Determine Your Top 3 Priorities | Productivity Hacks | Miro Whiteboard Tips
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
How to Utilize the Smartsheet Miro Integration | Smartsheet Miro Integration Tutorial
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,
Feature Highlights for New Miro Users | Miro Tutorial | Best Practice Guide for New Users
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
How to Embed a Miro Board In a Microsoft Teams Meeting
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
Smartsheet Tutorial: How to Embed a Miro Board into a Smartsheet Dashboard
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
How to See Tasks Across Projects in Airtable
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
How to use the counting fields function in Airtable to track KPIs and Metrics | Airtable Demo
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
Creating an Automation to Record Dates in Airtable | Tracking record and cell changes | Workflow
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