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SMARTSHEET

Smartsheet Consultants, Implementations, and Advanced Training

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

Look no further than Smartsheet.

 

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

With an Echolocity Solution, you will:

Save time and energy with your business processes

Analyze data quickly with customized reports and dashboards 

Control project timelines and budgets more easily

Have clearer communication and collaboration within your team

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

With Smartsheet you can:

  • Automate and Integrate with Data Shuttle and Data Mesh

  • Manage complex programs with Control Center

  • Forecast Capacity and Track Resourcing Needs

  • Easier Reporting and Dashboards for Executives

  • Track Goals, OKRs, KPIs, and Metrics

  • Decrease Manual Entry & Empower teams

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

Streamline your process flows with our
Smartsheet Implementation Packages.

Smartsheet
Engage Highlights
Hosted by: Kelly Pratt & Molly Yanus

Don’t see what you’re looking for?

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

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
How to Create a Dashboard in Smartsheet
13:26

How to Create a Dashboard in Smartsheet

Lisa Wood from Echolocity guides you through creating a dashboard in Smartsheet. You'll learn to set up a data sheet, create reports, add widgets like charts, and customize your dashboard. Follow along as Lisa demonstrates step-by-step instructions to help you organize your data effectively. Chapters: 00:00 Intro - Create a Smartsheet Dashboard 02:20 Add Dashboard Widgets 03:18 Dashboard Themes 03:29 Embed Reports 05:31 Customize Charts 09:45 Widget Behavior 11:25 Copy + Paste Widgets ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Formatting Tips & Tricks for Smartsheet 🎨 | Conditional Formatting | Cell Colors in Smartsheet
06:52

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

Join Lisa Wood of Echolocity to learn some tips and tricks for Smartsheet formatting. Learn how to format text by changing fonts, sizes,and background colors, and apply conditional formatting to rows and columns based on project status, dates, and priorities. Chapters: 0:00 Introduction 0:43 Smartsheet Text Formatting Options 1:32 Match Cell Formatting (Paintbrush) 3:11 Conditional Formatting based on a single Status column 4:20 Conditional Formatting based on multiple columns ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Exploring Smartsheet's AI Tools with Echolocity | Generate Formulas | Analyze Data with AI
07:06

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

Kelly Pratt, from Echolocity, showcases Smartsheet's latest AI features - Analyze Data, Generate Formulas, and Text Summaries. Learn how to extract insights, create formulas, and draft text summaries effortlessly. Chapters: 0:00 Introduction: AI in Smartsheet 1:21 Analyze Data Tool 2:41 Generate Formula Tool 4:39 Text and Summaries Tool ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, wrofklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup

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