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Templates + Worksheets Whether you're a seasoned project manager or just starting out, having the right tools at your fingertips is essential for success. That's why we've put together a collection of free, high-quality project management worksheets that you can download and use today! ​ Download your free project management worksheets today and start making every project a success! Calculating Project Health Guide SMART Goals RASCI Guide Gap Analysis CRAID Log Template Communication Tips for Microsoft

RESOURCE DOWNLOAD CRAID Log Is your organization or team struggling with lack of standardization for capturing action items, risks, issues, decisions, and change requests? Is this leading to miscommunications or things falling through the cracks? ​ Echo’s signature standard project methodology incorporates a CRAID Log to track and manage all change requests, risks, actions, issues, and decisions throughout the engagement. A key communication tool, this shared CRAID / RAID log increases transparency and accountability by providing a single executable, trackable sheet instead of multiple sheets and notes that may get lost in the shuffle. A CRAID log is also a helpful tool for teams to be more proactive and get out of the constant "fire-fighting" mode of only reacting to immediate issues. Want help with this? Let's talk! Get your template! This worksheet can help you improve your processes, minimize risk, and enhance overall quality and performance. ​ Download it today and take the first step towards success! First Name Last Name Email Yes, I agree to receive emails from Echo Consulting. Submit Thanks! Check your inbox for this resource.

RESOURCE DOWNLOAD Smart Goals We get it, it can be so discouraging when you feel like you're spinning your wheels and not seeing any movement toward your goals and aren't sure how to measure your improvement toward your targets. This is typically due to vague goals being set without the clarity and definition to be attainable. S.M.A.R.T. (Specific, Measurable, Achievable, Relevant, and Time-Bound) puts defined parameters to your goals to assure they are attainable and measurable. This clarity allows you the direction needed to focus the correct efforts toward achieving your goals. Want help with this? Let's talk! Get your template! This worksheet can help you gain clarity around your goals and provide the sense of direction you need to reach them. ​ Download it today and take the first step toward success! First Name Last Name Email Yes, I agree to receive emails from Echo Consulting. Submit Thanks! Check your inbox for this resource in just a bit.

BID MANAGEMENT From bid to management, we’ve got you covered. Build an effective bid management plan with an organized structure and well-thought details. Track vendor milestones to easily track progress as it’s being made. Find bids, collect estimates, and receive proposals with our streamlined workflows. Schedule a Consult Issue RFPs that receive top-notch bids. Let’s find the best vendor for your team. We’ll create a system for your team so you can focus on your organizational goals. Issue RFPs, solicit bids, and oversee vendors in a manageable and efficient manner. Template Creation We build templates that you can fill with all the details. Issue RFPs Our team writes RFPs that capture all the good stuff. Bid Soliciting Keep track of vendors’ information so you can find the best fit for your team. Milestone Tracking We’ll help you track timelines with major milestones to keep projects moving. Find the best technology to layout your bid items. Our experts will recommend which platform is best for the bids you're managing or work with the platform you’re already using. Explore Technology Grow your business with our Bid Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

Keefer Welsh keefer@echoconsultingpm.com Implementation Consultant "Solutioneer" Echo's Solutioneer Keefer is a driven professional with a strong background in project management and solution architecture. He brings a passion for delivering tailored solutions to operational pain points while promoting champions of process and exceeding expectations. He earned his degree in Environmental Conservation and Sustainability from the University of New Hampshire in 2017, beginning his career in the renewable energy industry before transitioning to software. He has a voracious appetite for personal growth and development; continuously looking to refine his techniques and add new skills to his repertoire. In his personal life, he enjoys playing ultimate frisbee, skiing, hiking, fishing and spending time with family. Areas of Expertise Project Management Solution Architecture Technology Expertise: Smartsheet MS Office 365 Box Appypie Bridge Edge Salesforce Hubspot Lucid Charts Docusign Certifications: Smartsheet Connect with Keefer on LinkedIn Expertise Experience ​ Certifications Outside Echo Consulting ​

RESOURCE DOWNLOAD RASCI Lack of clarity around the ownership and role stakeholders play within a project can lead to miscommunications, unclear workflows and important items falling through the cracks. Similar to a RACI, RASCI is an accountability tool used to define the roles and responsibilities. This tool can be used at the general project level or can be used in a matrix at the activity level to determine who needs to be responsible, accountable, supportive, consulted, or informed of project activities or deliverables. The RASCI Matrix is a simple spreadsheet or table that lists all stakeholders on a project and their level involvement in each activity as noted with the letters R, A, S, C or I. Want help with this? Let's talk! Get your template! This worksheet can help you improve your processes, increase transparency and accountability, as well as enhance overall quality and performance. ​ Download it today and take the first step towards success! First Name Last Name Email Yes, I agree to receive emails from Echo Consulting. Submit Thanks! Check your inbox for this resource in just a bit.

Develop funding programs that align with your mission. GRANT MANAGEMENT Develop funding programs that align with your mission. When requests for research, sponsorships, and events start piling up, it can be hard to stay on top of all the steps grant management requires. Managing processes for review, prioritization, approval, funding, tracking, and more make for an overwhelming workload. Grant management needs are as unique as each grant itself, and processes need to be tailored to each team to reap the best results. That’s where we come in. Schedule a Consult We know the grant process doesn’t end when it’s awarded. We know the grant process doesn’t end when it’s awarded. Result reporting and visibility are essential aspects of grant management, but data obscurity can make streamlined processes difficult – especially with a big team. Tailored, persona-based permissioning can ensure every team member has all the information they need to succeed – and none of the info they don’t. We’ll take all stages into consideration, and help your team establish strong communication methods to stay on track throughout the life of the grant award. Grant Planning In what ways should the grant be used that align with your mission? We’ll help you define priorities and keep you organized. Grant Announcing Know what criteria will be the most valuable to your applicants so you receive applications that hit the ball out of the park. Application Reviewing Keep track of applicants’ information so you can find the best fit for your funding. Awardee Oversight Keep track of how the grant is spent with clear reporting that funding is being used by applicants for its intended purposes. Find a platform that works. Create timelines, store resources, automate processes, and more using one platform for it all. Explore Technology Grow your business with our Grant Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

MARKETING REQUESTS MANAGEMENT Build cohesion through organized marketing requests. Streamline request intake for your marketing and creative team with a system that keeps it all in one place. Build prioritization, improve efficiency, and set expectations for realistic turnaround times with a marketing request management system customized to your team’s needs. Schedule a Consult Centralize marketing needs to improve workflow and keep your team on track. Marketing teams receive requests from all departments in many formats. When requests come in from conversations at the water cooler, instant messages, emails, or meeting discussions, it can be hard to keep it all straight. We’ll help your marketing team create an intake system to document requests and prioritize needs so no detail, big or small, gets overlooked. Request Intake From event-specific requests to large seasonal campaigns, receive marketing requests with all the details you need in one place. Prioritization Define the importance and timeline of projects to guide your team's focus and order of operations. Utilize team-wide visibility to see where you have capacity and deliver on deadline. Workflow Design Give team members a high-level overview that outlines the necessary steps to take a project to the finish line. Project Structuring Build project tasks and assignments in an order that maximizes productivity to leave departments satisfied, make marketing shine, and put your team in control of their needs. Make the most of your technology. No matter which phase your projects are in, we’ll help you improve systems using your existing management platform or help you find the best one to meet your needs. Explore Technology Grow your business with our Marketing Requests Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

Video Library Explore videos about: Smartsheet ClickUp Microsoft 365 Monday.com Project Mgmt Webinars Miro Smartsheet Tips & Tricks Play Video Play Video 56:07 How to Set Up a PMO in Smartsheet | Project Management | PPM | Project Roll-Up Reporting + Dashboard 2:51How to Set Up a PMO in Smartsheet | Improve Visibility + Accountability | Project Management Best Practices The purpose of a PMO or “Project Management Organization” 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 proper PMO in Smartsheet 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. Smartsheet 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 webinar, we will cover the core functionalities of a successful PMO and how to set up a PMO in Smartsheet Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #PMO #ProjectManagementOffice #Smartsheet #BusinessOrganization #ProjectManagement #BusinessProcesses #BusinessReports #BusinessTracking Highlights: 00:00 Start 2:51 Project Management Office Benefits 6:56 PMO in Smartsheet Hierarchy 7:59 Implementation Approach 12:56 Terminology Overview 31:51 PMO Dashboard Example 41:40 Project Approvals ➡️ 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 Play Video Play Video 55:23 Smartsheet Best Practices | How to Use Smartsheet for Project Management Smartsheet empowers teams to collaborate, plan, capture, track, and report on projects allowing for maximum efficiency and communication throughout! With our extensive experience in Smartsheet, we are here to help you get the full value from this tool. In this value-packed webinar, we will cover Smartsheet best practices along with tips and tricks to increase your team’s efficiency. Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #EchoConsulting #EchoConsultancy #Smartsheet #SmartsheetTips #SmartsheetTricks #BusinessGrowth #BusinessProgression #BusinessProductivity ➡️ 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 Play Video Play Video 05:42 How to Add a Link to a Row in Smartsheet | Row URL & Hyperlinks | Linking Multiple Sheets Smartsheet Here's a quick help video on how to add a link from a specific row in a Smartsheet to another row in another sheet. Echo Founder Molly Yanus provides an overview of how to add a specific project task reference to another sheet that is tracking risks and issues. Linking specific rows makes for easy navigation between multiple sheets without the need for documenting the same information in multiple places. Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting ➡️ 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 Play Video Play Video 08:36 Help with Smartsheet Implementation Package | We Design + Build + Train Your Team | Start Quickly Need help implementing Smartsheet? Looking to move quickly and avoid common pitfalls? We offer a kickstart package to tailor your Smartsheet Solution to your needs. We have implemented dozens of Smartsheet solutions for teams and organizations of ALL sizes, and we are ready to help you maximize the value of this awesome platform! In this video, we will quickly walk you through how we work with clients to design a Smartsheet solution that meets their needs, and how we build and train teams so that they can OWN their Smartsheet solution moving forward. We can help you build a strong foundation in Smartsheet and empower your team to move faster and more efficiently. For more information on our flat fee Smartsheet implementation packages - visit our website : https://echoprojectmanagement.com/services/smartsheet-implementation-package or set up a 30 minute complimentary session with our team to learn if we can help you grow more and struggle less! Schedule a FREE meeting with us today : https://calendly.com/echoprojectmanagement/consultfromyoutubechannel #SmartsheetImplementation #Smartsheet #SmartsheetForBeginners #SmartsheetTasks #SmartsheetProjects 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 Play Video Play Video 10:28 How to Create a Solution Diagram for Smartsheet - PART 1 | Project Template Sheets and Dashboard PART 1 - How to create a Smartsheet project template solution diagram. This video will teach you how to document and create an easy to use visual of the different sheets, forms, reports, dashboards, and automations in your Smartsheet solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. Want to get guidance on your work solutions? Book a FREE Discovery Call with our team: https://www.echoprojectmanagement.com/schedule-meeting #FileOrganization #DigitalForms #DigitalFiles #Smartsheet #SmartsheetForBeginners #SmartsheetFiles #SmartsheetTasks #SmartsheetProjects ➡️ 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 Play Video Play Video 10:31 How to Create a Solution Diagram in Smartsheet - PART 2 | Easy way to Document Data Workflows How to Create a Solution Diagram for Smartsheet - PART 2 | Document Data Workflows PART 2 - How to create a solution diagram and how to document and connect the different sheets, forms, reports, dashboards, and automations in your solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. #SolutionDiagram #SmartsheetSolutions #SmartsheetDiagramTutorial #SmartsheetTutorials #ProjectDashboard #SmartsheetNavigation 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 Play Video Play Video 08:57 Smartsheet Tutorial: Formula Basics | Using Formulas to Create a Metrics Sheet for Dashboards Looking to build dashboards in Smartsheet? This video illustrates how to set up formulas in Smartsheet so they can be pulled into metrics on dashboards. Join Solution Consultant Kelly Pratt as she demonstrates: 1. How to reference multiple sheets in SumIF and CountIF formulas. 2. How to set up formulas so they don't break. 3. How to find formula error messages. 4. Types of formulas 5. Using multiple formulas Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Video Highlights Start: 00:00 Functions List: 00:17 Creating a Metrics Sheet: 02:40 CountIFS: 04:45 Range: 05:17 Criteria: 06:19 ➡️ 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 Play Video Play Video 01:28 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheets Outlook Add-In allows you to create, edit, and collaborate in Smartsheet without even having to leave your inbox. You have the ability to add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on. If you spend a lot of time changing tabs between emails, sheets and other projects, then this is for you, because you won't have to keep changing across tabs because with Smartsheet you can do everything in one place. When you are writing emails for your business, it is important that all the information and data is in 1 place so you can add it into the email or sheets, this will make the process much easier and less stressful. Also, if you are working on a team project using one or two sheets, they will appear here also and then you can click edit and make necessary changes. Looking to integrate Smartsheet into your workflows? Book a free 30-minute discovery call with our team to get started: https://www.echoprojectmanagement.com/schedule-meeting #Smartsheet #EmailManagement #SheetsManagement #EmailMarketing #BusinessManagement #TeamWork #TeamProjects #BusinessProductivity #Rows #Columns #Sheets #EmailAdOns #EmailExtensions ➡️ 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 ClickUp Tips & Tricks Play Video Play Video 01:23 ClickUp Tip: Tasks & Subtasks in Multiple Lists ClickUp has now released the ability to have the tasks and subtasks in Multiple lists. This is perfect if you find yourself duplicating the same task or moving tasks between lists in an attempt to keep everything in sync. Because it's the same task - any edits made or comment left will be displayed no matter which list you're viewing from. Tasks in multiple lists and subtasks in multiple lists are both ClickApps that will need to be enabled. Play Video Play Video 01:48 ClickUp Tip: Team Meeting Agenda Did you know you can utilize #ClickUp to optimize your team meetings? By using the doc view in ClickUp, you can easily manage your meeting agenda and make sure any action items are turned into easy to track and assign tasks! Play Video Play Video 01:04 ClickUp Tip: Layout & Size Settings Did you know that you can change the style of ClickUp’s layout & size to optimize the user experience for your preferences? Choose between simple, modern or clean to view the information in your environment in the way you prefer! Play Video Play Video 01:07 ClickUp Tip: List View to Prioritize #ClickUp can make visualizing and prioritizing your day a breeze - watch how I utilize the list view to easily highlight high-priority and time-sensitive items for the week! Play Video Play Video 00:54 ClickUp: User Roles & Permissions #ClickUp makes collaboration and teamwork a breeze but it’s important to assure that everyone has the access they need to view and edit information - watch our short video on how to access and utilize the user & permission menu for folders, lists, and dashboards! Play Video Play Video 01:23 ClickUp Tips & Tricks: Slash Commands This week I’d like to highlight a ClickUp shortcut – slash commands. ClickUp just released the ability to apply a task template directly from the slash commend – making this useful shortcut even better! Play Video Play Video 01:47 ClickUp Tips & Tricks: Home Screen When your "to-do" list is a mile long, we know how overwhelming it can be to start & prioritize your day! Today we'll be showing you how to utilize the #clickup home screen to prioritize your tasks and schedule your day for maximum productivity. Play Video Play Video 00:55 ClickUp Tips & Tricks: Easily Restore Deleted Items Have you ever accidentally deleted something from your task management system and then realized you needed to recreate the entire item making your productivity platform not so productive. Luckily if you’re a ClickUp user, they have put in place measures to save you from this frustration! ClickUp will save items in your trash for up to 30 days! You’ll be able to recover any spaces, folders, lists, tasks, views, etc that were unintentionally deleted in just a click of a button! Microsoft 365 Tips & Tricks Play Video Play Video 24:47 Power BI Tutorial: Using Filters & Slicers to Level Up Your Visuals You've uploaded data to Power BI, you understand how to make a simple table, and now you're ready to make the most of the program. In Caroline Henne's latest Power BI video, she demonstrates how to upgrade your visuals and leverage them to answer important questions about project data, with use cases from project management to illustrate the power of this program. 💥 Getting started with Power BI? Check out Caroline's video tutorial on migrating data from Smartsheet to Power BI:https://youtu.be/zJYArKZT3Ho It's a great introduction to uploading data and building a simple visual in the platform! Highlights: 00:00 Start 00:41 Working With the Data 2:13 Use Case: Estimated Hours for Projects 6:13 Troubleshooting: Filtering for Open Projects 8:00 Option 1: Adjusting Filters in Power BI 9:15 Option 2: Adjusting Filters in Smartsheet 10:30 Switching Data Source from Sheet to a Report in Smartsheet 13:28 Viewing Data with Slicers 18:02 Summary: Options for Filtering and Viewing Data 20:11 Teaser: Publishing Your Visuals & Adding to Smartsheet Dashboards ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 21:05 How to Connect Smartsheet to Power BI | Part 2: Creating More Complex Visuals Now that we've got our Smartsheet Data source imported to Power BI, it's time to build some visuals! In Part 2 of our Power BI to Smartsheet series, Caroline demonstrates how to work with your Smartsheet data set to create more complex visuals, adjust formatting and filters, gain helpful insights from your data set, and publish the visuals for easy visibility across a team. Make sure to watch her two use cases for using Power BI in project management: viewing projects per consultant, and projects per client! To connect Smartsheet to Power BI, you can use the Smartsheet connector available in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: Launch Power BI Desktop on your computer. If you don't have it installed, you can download it from the Microsoft website. Get Data: In Power BI Desktop, click on the "Home" tab in the ribbon menu, and then click on "Get Data" in the "External Data" group. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or locate it under the "Online Services" category. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials (email and password) and click "Sign In." Choose Data: After successful authentication, you'll see a navigator window displaying your Smartsheet workspaces, sheets, and reports. Navigate through your Smartsheet account structure and select the data you want to import into Power BI. You can choose one or multiple sheets/reports. Click "Load" when you're ready. Transform Data (Optional): You can perform data transformations using Power Query Editor before loading the data into Power BI. This step allows you to clean, filter, or reshape the data as needed. Click on "Transform Data" to open Power Query Editor. Load Data: After transforming the data (if necessary), click on "Close & Load" to import the selected data into Power BI. Visualize Data: Power BI will load the data into the data model, and you'll be directed to the report view. Here, you can create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: To keep your Power BI reports up to date with changes in your Smartsheet data, you can configure scheduled refreshes. Click on "Home" in the ribbon menu and then click on "Schedule Refresh" to set up automatic data refreshes. That's it! You've successfully connected Smartsheet to Power BI, allowing you to analyze and visualize your Smartsheet data within the Power BI environment. (Missed part 1 of this series? Find it here: https://youtu.be/zJYArKZT3Ho) Highlights: 0:00 Picking up from Part 1 00:47 Creating a Bar Chart 1:50 Use Case: Projects per Consultant 3:00 Formatting Your Visual 6:19 Dealing with Blanks in Your Data Set 7:52 Use Case: Projects Per Client 14:14 Exploring Formatting Options 16:11 Publishing Your Visual ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #ConnectSmartsheet, #PowerBI, #Part2, #Creating, #ComplexVisuals, #connect_to_smartsheet, #power_bi_tutorial, SEO TAG: power bi,connect to smartsheet,smartsheet,connect smartsheet to excel,how to power bi,how to use power bi,introduction to power bi,write to power bi,smartsheet power bi,power bi and smartsheet,smartsheet and power bi,connect smartsheet to sql server,how to connect google sheets to power bi,power bi tutorial,power bi training,power bi for beginners,Power BI,Power BI and Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,pmo manager,power bi videos,power bi demo,power bi,smartsheet,power bi and smartsheet,smartsheet and power bi,power bi tutorial,power bi training,Creating More Complex Visuals: Echo Consulting,Complex Visuals: Echo Consulting,Power BI: Echo Consulting,creating more complex visuals: echo consulting,complex visuals: echo consulting,BI Play Video Play Video 06:09 How to Connect Smartsheet to Power BI | Part 1: Selecting Data & Building a Visual Do you store your project data in Smartsheet, but are looking to create more engaging visuals to illustrate for your team? Smartsheet and Power BI can be used together to bring your project data to life, helping to improve visibility and understanding on projects. In the first of a two-part video series, Caroline Henne kicks things off by demonstrating how to select your Smartsheet data in Power BI, and illustrates how to create a simple visual in the Power BI environment. To connect Smartsheet to Power BI, you can use the built-in connector in Power BI Desktop. Here's a step-by-step guide: Open Power BI Desktop: If you haven't already, download and install Power BI Desktop from the Microsoft website. Get Data: Launch Power BI Desktop and click on "Get Data" from the Home tab on the ribbon. Select Smartsheet Connector: In the "Get Data" window, search for "Smartsheet" in the search bar or navigate to "All" and find Smartsheet from the list of connectors. Click on "Smartsheet" and then click "Connect." Authenticate: Power BI will prompt you to sign in to your Smartsheet account. Enter your credentials and sign in. Choose Data: After authentication, you'll see a navigator window where you can select the Smartsheet data you want to import. Choose the sheets or reports you want to bring into Power BI by checking the boxes next to their names. Then click "Load" or "Transform Data" to continue. Transform Data (Optional): If you click on "Transform Data," it will open Power Query Editor where you can apply transformations to your data before loading it into Power BI. You can clean, filter, or reshape your data here. Load Data: Once you're done with transformations (if any), click on "Close & Load" to import the data into Power BI. Visualize Data: Power BI will load the data into the data model. You can then create visualizations, reports, and dashboards based on your Smartsheet data. Refresh Data: After creating your reports, you can set up automatic data refresh so that Power BI pulls in the latest data from Smartsheet on a schedule. You can configure this from the "Home" tab by clicking on "Schedule Refresh." That's it! You've successfully connected Smartsheet to Power BI. Now you can leverage Power BI's robust visualization and analysis capabilities to gain insights from your Smartsheet data. 💥 Looking for Part 2 of this series, where Caroline demonstrates how to create more complex visuals for different needs? Check it out here: https://youtu.be/WOQ1DXXUo7c Want some guidance on using Power BI on your team? Head over to our website to learn more about our Power BI work: https://www.echoprojectmanagement.com/microsoft-power-bi ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO HASHTAG: #How, #Connect, #Smartsheet, #Power, #BI, #Part_1, #Selecting, #Data, #Building, #Visual, SEO TAG: Power BI,Power BI and Smartsheet,Using Power BI with Smartsheet,Smartsheet and Power BI,Smartsheet Power BI,Data visualization,MS 365 Power BI,MS 365,Microsoft 365,Microsoft,power bi,smartsheet,connect to smartsheet,how to power bi,how to use power bi,smartsheet power bi,write to power bi,power bi and smartsheet,smartsheet and power bi,power bi tutorial,selecting data,selecting,selecting features,using power bi with smartsheet,ms 365 power bi,BI Play Video Play Video 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 Play Video Play Video 06:28 Smartsheet Microsoft Teams Integration Tutorial | How to Utilize Smartsheet Integration for Teams At Echo, we are big believers in meeting people where they are at and how they prefer to work. If Microsoft Teams is where you spend a majority of your day, then you may miss important data and notifications located in Smartsheet. The Smartsheet & Microsoft Teams integration allows you to receive notifications and update requests as well as Interact with Smartsheet forms, sheets, reports, and dashboards without having to leave Microsoft Teams. In this video, we'll walk you through the features of this integration including Smartsheet Tabs, Forms as Tabs, and Channel Notifications. Echo Smartsheet Implementation: https://echoprojectmanagement.com/services/smartsheet-implementation-consulting 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 Play Video Play Video 04:41 Microsoft Outlook: Five Feature Highlights to Improve Efficiency If your organization utilizes Microsoft Office 365, there is a good chance that you spend a lot of your day in your inbox. Email inboxes can often become a black hole leading to poor communication or collaboration, missed deadlines, and more. In this video tutorial, we’ll show you FIVE feature highlights to improve your outlook efficiency. Feature Highlights: Turn an Email into a Meeting - 0:22 Send an Email to Microsoft Teams or OneNote - 1:11 Editor - 2:35 Find Related Messages - 3:14 QuickSteps - 3:43 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 Play Video Play Video 17:28 Smartsheet 101 | What are the differences between Smartsheet & Excel for Project Management? Smartsheet vs Excel | What are the differences between Smartsheet & Excel for Project Management? Are you considering switching from Excel to Smartsheet or Smartsheet to Excel for Project Management? What are the key differences between Smartsheet and Excel for Project Managers? Can they do the same things? What is Excel missing for Project Management? What does Excel do better than Smartsheet? In this video we compare: * Excel Project Templates to Smartsheet Solution Center - Template Sets * Excel Tabs to Smartsheet Multiple Sheets * Excel Grid View to Smartsheet Board/Card View, Grid View, Gantt View, and Calendar View * Excel Formulas for Durations to Smartsheet Predecessor Functionality * And More Excel and Smartsheet both have strengths and weaknesses. Subscribe for more videos on how Excel and Smartsheet compare - and how to best use both for Project Management! #EchoConsulting #Smartsheet #SmartsheetDashboards #SmartsheetVideos #SmartsheetTutorials #DataAnalysis #SmartsheetvsExcel #BestSoftware Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Looking for Support? We can help configure automated solutions for time consuming manual processes. Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf 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 Play Video Play Video 01:44 Microsoft Feature Highlight: Improved Search Functionality We’ve all experienced the frustration of not being able to find a previous message from a team member or a file that you need to reference - Microsoft Teams has improved it’s search functionality making it easier than ever to find what you are looking for! Monday.com: Tips, Tricks & Tutorials Play Video Play Video 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 Play Video Play Video 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 Play Video Play Video 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 Play Video Play Video 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 Echo’s Monday.com service offerings: https://www.echoprojectmanagement.com/monday Our Website - https://echoprojectmanagement.com/ Meet with Us - 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 TAG: 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 SEO HASHTAG: #How, #SetUp, #PMO, #Monday.com, #Tutorial, #PPM, #Project, #Roll-Up, #Reporting, Play Video Play Video 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 Miro Tips & Tricks Play Video Play Video 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 Play Video Play Video 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, Play Video Play Video 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 Play Video Play Video 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 Play Video Play Video 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 Project Management Play Video Play Video 28:43 Project Prioritization | Strategic Planning | Goals Tracking | Idea Management | StrAlign Demo Switching priorities between projects is draining, isn't it? It disrupts your momentum and leaves your team in a fog of doubt. Everyone thinks their project is the most important but your resources only stretch so far. Presented by project portfolio management expert Molly Yanus, this video discusses the features and benefits of StrAlign software, an innovative data driven decision making platform that helps streamline: 1. Idea management, 2. Project Prioritization 3. Goal Tracking 4. Strategic Alignment 5. Scenario Planning, and much more The video also briefly discusses the ability to integrate with other software and the ability to customize weighting and ranking of projects and goals as business needs shift over time. ➡️ Drive strategic alignment and get more value for your project investments with StrAlign! https://www.stralign.com/schedule-demo ➡️ Resources for You: Our Website - https://www.stralign.com/ Meet with Us - https://www.stralign.com/schedule-a-meeting Our LinkedIn - https://www.linkedin.com/company/straligned/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 SEO HASHTAG: #Project_Prioritization, #Strategic_Planning, #Goals_Tracking, #Idea_Management, #StrAlign_Demo, SEO TAG: project management,project management tools,project management tutorial 6th edition,project management,Project Prioritization,Strategic Planning,Goals Tracking,Idea Management,StrAlign Demo,stralign demo,strategic planning,strategic plan,project prioritization,strategic planning session,strategic plans,project management companies,portfolio planning,project management services,Idea Management - Echo Consulting,Goals Tracking - Echo Consulting,idea management - echo consulting,goals tracking - echo consulting,pmo,StrAlign,Demo,Goals,stralign Play Video Play Video 07:32 Webinar Highlights: Essentials of Project Management Missed our latest webinar, Essentials of Project Management? Here's a quick breakdown of some of the topics from the live session, including... 💥 What is a Project? 💥 What is a Project Manager? 💥 History of Project Management 💥 PM Methodologies 💥 Waterfall vs. Agile 💥 Project Failure 💥 Triple Constraint Theory (aka, The Iron Triangle) 💥 Project Manager vs. Project Sponsor Bonus: Tune in to hear Echo Founder Molly Yanus discuss the importance of a positive relationship between a project manager and project sponsor. 💡 Looking to leverage Project Management approaches for your team? Learn how we can help: https://www.echoprojectmanagement.com/project-management ➡️ 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: Smartsheet Tutorials, Tips, & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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 Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 02:17 Webinar Highlight: Using the Status Page to Evaluate a Platform Just like people, every platform has bad days. Programming can glitch, servers can crash, and so much more can go wrong. So what do you do when you're running into software malfunctions? Head to the status page! A status page is an essential resource to determine if your experience is normal, or a sign of a larger issue with the software. And in a recent webinar, Echo & StrAlign founder Molly Yanus shared that when she chooses a platform for projects, the status page is her secret clue into how the tool performs over time. Check out this pro tip for future use! In a webinar highlighting the utilization of the status page to assess a platform, you'd aim to cover the following key aspects: Introduction to Status Pages: Begin by introducing what a status page is and its significance in evaluating a platform's performance and reliability. Explain that a status page provides real-time updates on the operational status of a platform's services, including any incidents or outages. Importance of Monitoring Platform Status: Emphasize why it's essential for users and businesses to monitor the status of the platforms they rely on. Discuss the impact of downtime or service interruptions on productivity, customer satisfaction, and revenue. Key Metrics and Indicators: Highlight the key metrics and indicators available on a status page that users should pay attention to when evaluating a platform. This may include uptime percentage, incident history, response time, and maintenance schedule. Navigating the Status Page: Walk attendees through how to navigate a typical status page effectively. Show them where to find critical information such as current status, recent incidents, historical data, and any relevant announcements or updates from the platform provider. Interpreting Status Page Information: Provide guidance on how to interpret the information displayed on a status page. Explain how to distinguish between different incident statuses (e.g., investigating, identified, resolved) and understand their implications. Using Status Page for Decision Making: Discuss how users can use the information from a status page to make informed decisions about their usage of the platform. This may include determining whether to proceed with critical tasks, communicating with stakeholders, or seeking alternative solutions during outages. Integration with Monitoring Tools: Highlight how status pages can be integrated with monitoring tools and services to receive automated alerts and notifications. Show examples of how users can set up alerts based on specific criteria, such as downtime exceeding a certain threshold. Best Practices for Platform Evaluation: Share best practices for leveraging status pages as part of the platform evaluation process. This may include regularly monitoring the status page, comparing performance metrics across different platforms, and considering historical reliability. Case Studies and Examples: Provide real-world case studies or examples of how businesses have used status pages to evaluate platform performance and mitigate risks. Highlight success stories or lessons learned from incidents and outages. Q&A Session: Conclude the webinar with a Q&A session where attendees can ask questions and seek clarification on any topics related to using status pages to evaluate a platform. Encourage participation to ensure attendees leave with a comprehensive understanding of the topic. ---- ➡️ 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 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: webinar,best automated webinar platform,webinar platform features,webinar platform pricing,best webinar platform,which webinar platform is best,how to create project status report,insights management platform,how to make a website,how to create a social media strategy,webinar marketing,research platform,status report template,clickhouse webinar,project status report template,social platforms,how to use cartoons in training SEO HASHTAG: #Webinar, #Highlight, #Using, #Status, #Page, #Evaluate, #Platform, Play Video Play Video 03:59 Webinar Highlight: Most Common Challenges in Project Management What are the biggest pain points for teams managing multiple projects? No matter the size of your team or organization, the challenges are the same: ➡️ Deciding which projects to prioritize ➡️ Aligning projects with strategic goals ➡️ Choosing when it's time to say no to a project in the portfolio In our webinar, Achieving Strategic Alignment with Project Intake and Prioritization, Echo Founder Molly Yanus dives into how teams and organizations can drop the uncertainty around which projects to focus on, and channel their efforts into the most impactful work. Highlighting the most common challenges in project management during a webinar can provide valuable insights and solutions for attendees. Here's a structured approach to covering this topic: Introduction: Start by welcoming attendees and introducing the topic of the webinar: the most common challenges in project management. Emphasize the importance of understanding and addressing these challenges to improve project success rates. Scope and Importance of Project Management Challenges: Provide an overview of why project management challenges are significant in today's business environment. Explain how these challenges can impact project outcomes, budgets, timelines, and stakeholder satisfaction. Identifying Common Challenges: Discuss a range of common challenges that project managers often encounter, such as: Scope creep and changing requirements. Resource constraints and allocation. Communication breakdowns. Risk management and mitigation. Stakeholder alignment and engagement. Time and budget constraints. Technology limitations. Illustrate each challenge with real-world examples or case studies to make them relatable to attendees. Impact of Challenges on Projects: Explore how each challenge can impact project success and why addressing them is crucial. Discuss potential consequences of not effectively managing these challenges, such as missed deadlines, cost overruns, quality issues, and stakeholder dissatisfaction. Strategies for Overcoming Challenges: Offer practical strategies and best practices for overcoming common project management challenges. For example: Establishing clear project objectives and scope. Implementing robust change management processes. Improving communication channels and protocols. Conducting comprehensive risk assessments and contingency planning. Utilizing project management tools and technologies. Investing in team training and development. Cultivating a culture of collaboration and accountability. Provide tips and techniques that attendees can apply to their own projects immediately. Case Studies and Examples: Share case studies or examples of organizations that successfully navigated common project management challenges. Highlight key strategies and approaches they used to overcome these challenges and achieve positive outcomes. Q&A Session: Open the floor to attendees for a Q&A session. Encourage them to ask questions, share their own experiences, and seek advice on specific challenges they're facing. Provide practical guidance and actionable insights tailored to the needs of the audience. Conclusion: Summarize the main points covered during the webinar, emphasizing the importance of proactive management of project challenges. Encourage attendees to apply the strategies and techniques discussed to their own projects, and offer resources for further learning and support. To access the full webinar video, click here: [[ LINK ]] 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 HASHTAG: #Webinar_Highlight, #Most, #Common, #Challenges, #Project, #Management, SEO TAG: project management,association for project management,project management webinar series,webinar,project manager,online project management software,project management tutorial,project management webinar,webinar: lean project management,project management webinars,management,change management,portfolio management,project marketing management,project management interview questions,project portfolio management,lean project management Play Video Play Video 02:53 Project Management Best Practices: Managing Changes with CRAID No matter the size or industry of your organization, there's one thing we can guarantee: changes happen. So how do you record, track, and manage changes before they become risks or issues? In this video Echo Founder Molly Yanus breaks down the change and change request process, and shares how a CRAID log can help your team stay on top of frequent changes. Think you'd like to join in for the live session of our next webinar? Check out our upcoming events here: https://www.echoprojectmanagement.com/upcoming-events Managing changes effectively within project management, especially using the CRAID (Concerns, Risks, Assumptions, Issues, Dependencies) framework, involves a structured approach to addressing evolving circumstances. Here are some best practices: Establish a Change Management Process: Define a clear change management process that outlines how changes will be identified, evaluated, approved, and implemented. Incorporate the CRAID framework into your change management process to ensure that changes are assessed in the context of their potential impact on concerns, risks, assumptions, issues, and dependencies. Regularly Review CRAID Log: Schedule regular reviews of the CRAID log with project stakeholders to identify emerging concerns, risks, assumptions, issues, and dependencies. Use these reviews to assess the impact of changes on the project and prioritize actions accordingly. Assess Change Impact: Evaluate the impact of proposed changes on the project's scope, schedule, budget, resources, and objectives. Consider how changes may affect existing concerns, risks, assumptions, issues, and dependencies, and adjust plans accordingly. Prioritize Changes: Prioritize changes based on their urgency, importance, and potential impact on project success. Use criteria such as severity, likelihood, and potential mitigation strategies to prioritize changes within the CRAID framework. Communicate Effectively: Communicate changes to relevant stakeholders in a timely and transparent manner. Clearly communicate the rationale behind proposed changes, as well as their potential implications for the project. Update CRAID Log: Update the CRAID log to reflect any changes that impact concerns, risks, assumptions, issues, or dependencies. Document the reasons for changes and any actions taken to address them. Monitor and Track Changes: Monitor the implementation of approved changes and track their progress over time. Use the CRAID framework to monitor changes and their effects on project performance, and adjust plans as necessary. Iterate and Learn: Continuously review and iterate on your change management process based on lessons learned from previous projects. Encourage a culture of continuous improvement and learning within your project team. By incorporating these best practices into your project management approach, you can effectively manage changes using the CRAID framework and ensure that your projects remain on track despite evolving circumstances. ---- 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 HASHTAG: #Project, #Management, #Best, #Practices, #Managing, #Changes, #CRAID, SEO TAG: project management,project management best practices,organizational change management,project management software,risk management,project management office,change management process,management project,project management tool,monday project management,strategic management,change management,what is change management,monday.com project management,smartsheet project management,improve project portfolio management,management,task management, Play Video Play Video 06:57 CRAID & Risk Management Overview | Project Management Tutorial | How to Manage Risks & Issues Having action items, risks, and decisions documented across multiple streams and communication channels can lead to items getting lost in the shuffle and costly issues arising! In this video, Molly, provides an overview of Risk Management and techniques including the C.R.A.I.D. Log. Watch how a simple, yet, effective tool like Echo's CRAID Log can help your team can improve communication, increase visibility and accountability to drive better project results. The C.R.A.I.D. log is a helpful tool for teams to be more proactive and get out of the constant "fire-fighting" mode of only reacting to immediate issues. Using a shared and ongoing CRAID or RAID log increases transparency and accountability through an executable and trackable sheet to provide your team the visibility they need to act and prioritize more proactively. Managing risks and issues effectively is crucial for successful project management. Here's an overview of how to manage risks and issues using the CRAID (Concerns, Risks, Assumptions, Issues, Dependencies) framework: Identify Risks and Issues: Start by identifying potential risks and issues that could impact your project's success. Risks are events or conditions that may occur in the future and could have a negative impact on your project, while issues are current problems that need to be addressed. Use brainstorming sessions, risk workshops, historical data, and expert judgment to identify risks and issues proactively. Assess Impact and Likelihood: Once risks and issues are identified, assess their potential impact on the project objectives and their likelihood of occurring. Consider factors such as severity, probability, urgency, and dependencies when assessing risks and issues. Prioritize Risks and Issues: Prioritize risks and issues based on their significance and potential impact on the project. Use techniques such as risk scoring, risk matrices, and risk registers to prioritize risks and determine which ones require immediate attention and mitigation. Develop Risk Response Plans: Develop response plans to address identified risks and mitigate their potential impact on the project. Response strategies may include risk avoidance, risk mitigation, risk transfer, or risk acceptance, depending on the nature of the risk and the project context. Monitor and Track Risks and Issues: Implement a systematic process for monitoring and tracking risks and issues throughout the project lifecycle. Use tools such as risk registers, issue logs, and CRAID logs to document and track risks and issues over time. Respond to Risks and Issues: Implement response plans to address identified risks and issues in a timely manner. Assign owners and stakeholders responsible for executing response plans and monitoring their effectiveness. Communicate and Escalate: Maintain open communication channels with project stakeholders to keep them informed of risks and issues and their potential impact on the project. Establish escalation procedures to ensure that significant risks and issues are escalated to the appropriate level of management for resolution. Review and Learn: Conduct regular reviews of risk and issue management processes to identify lessons learned and opportunities for improvement. Use project retrospectives and post-implementation reviews to capture insights and best practices for future projects. By following these steps and leveraging the CRAID framework, project managers can effectively identify, assess, prioritize, and mitigate risks and issues, ultimately increasing the likelihood of project success. 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 HASHTAG: #CRAID, #Risk_Management, #Overview, #ProjectManagement, #Tutorial, #Manage, #Risks, #Issues, SEO TAG: craig david,walking away,craig david walking away,craig david live,craig david walking away live,craig david walking away official video,craig david walking away lyrics,craig david album,craig david full album,craig david full,craig david official audio,craig david official video,craig david full track,craig david hd,craig david hq,lyrics,hd,hq,official audio,official video,remix,7 days,got it good,ain’t giving up,like,days, Play Video Play Video 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 Play Video Play Video 54:53 Annual Planning: Best Practices | Webinar | Team Collaboration and Tips for Prioritizing Next Year Gearing up your business for the next fiscal year can seem daunting, but it doesn’t have to be! Our Annual Planning: Best Practices webinar walks you through five simple questions to guide your planning process, shares our favorite team collaboration and planning tools, and offers tips for getting the most out of annual planning. 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: #Annual_Planning, #Best_Practices, #Webinar, #Team_Collaboration, #Tips, #Prioritizing, #Next, #Year, SEO TAG: best practices for strategic planning,setting up annual planning,strategic planning,collaboration,strategic planning session,strategic planning process,submit project ideas and prioritize,annual planning,strategic planning consultant,strategic planning steps,learning and development,training and development,strategic planning definition,strategic planning meaning,motivational videos for success in life,improve education and training Webinars Play Video Play Video 47:13 How to Manage Project Data | Smartsheet + Microsoft Power BI Examples | Project List vs Project Plan What is the status of this project? Where do you look? Who updates it and how often? Managing project information and ensuring data is up to date can be frustrating and time consuming and manual. Caroline Henne of Echo Consulting provides real world tips and tricks on how to manage different types of project data and provides tactical demos of how to manage project plan data in Smartsheet and dashboards and data visualizations in Microsoft Power BI. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 07:32 Webinar Highlights: Essentials of Project Management Missed our latest webinar, Essentials of Project Management? Here's a quick breakdown of some of the topics from the live session, including... 💥 What is a Project? 💥 What is a Project Manager? 💥 History of Project Management 💥 PM Methodologies 💥 Waterfall vs. Agile 💥 Project Failure 💥 Triple Constraint Theory (aka, The Iron Triangle) 💥 Project Manager vs. Project Sponsor Bonus: Tune in to hear Echo Founder Molly Yanus discuss the importance of a positive relationship between a project manager and project sponsor. 💡 Looking to leverage Project Management approaches for your team? Learn how we can help: https://www.echoprojectmanagement.com/project-management ➡️ 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: Smartsheet Tutorials, Tips, & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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 Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 02:17 Webinar Highlight: Using the Status Page to Evaluate a Platform Just like people, every platform has bad days. Programming can glitch, servers can crash, and so much more can go wrong. So what do you do when you're running into software malfunctions? Head to the status page! A status page is an essential resource to determine if your experience is normal, or a sign of a larger issue with the software. And in a recent webinar, Echo & StrAlign founder Molly Yanus shared that when she chooses a platform for projects, the status page is her secret clue into how the tool performs over time. Check out this pro tip for future use! In a webinar highlighting the utilization of the status page to assess a platform, you'd aim to cover the following key aspects: Introduction to Status Pages: Begin by introducing what a status page is and its significance in evaluating a platform's performance and reliability. Explain that a status page provides real-time updates on the operational status of a platform's services, including any incidents or outages. Importance of Monitoring Platform Status: Emphasize why it's essential for users and businesses to monitor the status of the platforms they rely on. Discuss the impact of downtime or service interruptions on productivity, customer satisfaction, and revenue. Key Metrics and Indicators: Highlight the key metrics and indicators available on a status page that users should pay attention to when evaluating a platform. This may include uptime percentage, incident history, response time, and maintenance schedule. Navigating the Status Page: Walk attendees through how to navigate a typical status page effectively. Show them where to find critical information such as current status, recent incidents, historical data, and any relevant announcements or updates from the platform provider. Interpreting Status Page Information: Provide guidance on how to interpret the information displayed on a status page. Explain how to distinguish between different incident statuses (e.g., investigating, identified, resolved) and understand their implications. Using Status Page for Decision Making: Discuss how users can use the information from a status page to make informed decisions about their usage of the platform. This may include determining whether to proceed with critical tasks, communicating with stakeholders, or seeking alternative solutions during outages. Integration with Monitoring Tools: Highlight how status pages can be integrated with monitoring tools and services to receive automated alerts and notifications. Show examples of how users can set up alerts based on specific criteria, such as downtime exceeding a certain threshold. Best Practices for Platform Evaluation: Share best practices for leveraging status pages as part of the platform evaluation process. This may include regularly monitoring the status page, comparing performance metrics across different platforms, and considering historical reliability. Case Studies and Examples: Provide real-world case studies or examples of how businesses have used status pages to evaluate platform performance and mitigate risks. Highlight success stories or lessons learned from incidents and outages. Q&A Session: Conclude the webinar with a Q&A session where attendees can ask questions and seek clarification on any topics related to using status pages to evaluate a platform. Encourage participation to ensure attendees leave with a comprehensive understanding of the topic. ---- ➡️ 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 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: webinar,best automated webinar platform,webinar platform features,webinar platform pricing,best webinar platform,which webinar platform is best,how to create project status report,insights management platform,how to make a website,how to create a social media strategy,webinar marketing,research platform,status report template,clickhouse webinar,project status report template,social platforms,how to use cartoons in training SEO HASHTAG: #Webinar, #Highlight, #Using, #Status, #Page, #Evaluate, #Platform, Play Video Play Video 05:32 Webinar Highlight: Leveraging Templates in Smartsheet If we could give you one piece of advice for managing projects, it would be this: NEVER start from scratch. The internet is full of visuals and free downloads of dashboards, intake sheets, and more. And, if you use Smartsheet, there are tons of templates built right into the platform to get your project workflow off the ground. In this highlight from a recent webinar, Echo Founder Molly Yanus demonstrates how to access Smartsheet templates, and her process for finding the right template for a project. Think you'd like to leverage Smartsheet for your workflows? Sign up for a free 30-minute discovery call here: https://www.echoprojectmanagement.com/schedule-meeting In a webinar highlighting the power of leveraging templates in Smartsheet, you'd want to cover the following key points: Introduction to Smartsheet Templates: Start by introducing Smartsheet templates and their role in streamlining workflows and boosting productivity. Explain that templates are pre-built sheets or dashboards designed to address specific use cases or common business processes. Benefits of Using Templates: Highlight the benefits of using templates, such as saving time on setup, ensuring consistency across projects, and providing a starting point for best practices. Emphasize how templates can accelerate project execution and drive better results. Types of Templates Available: Explore the wide range of templates available in Smartsheet, including project management, task tracking, budgeting, resource planning, and more. Showcase examples of templates tailored to different industries and functions. How to Access Templates: Demonstrate how users can access templates within Smartsheet, whether through the Solution Center, the Template Gallery, or directly within the app. Show how users can search for templates by keyword, category, or industry. Customizing Templates: Walk through the process of customizing templates to suit specific project requirements or organizational preferences. Show how users can add or remove columns, adjust formatting, and configure automated workflows. Sharing and Collaborating with Templates: Explain how users can share templates with team members and collaborate in real-time. Discuss best practices for assigning tasks, setting permissions, and communicating within Smartsheet. Tracking Progress and Reporting: Highlight how templates in Smartsheet facilitate tracking progress and generating insightful reports. Show examples of built-in reports and dashboards that provide visibility into key metrics and KPIs. Integration with Other Tools: Discuss how Smartsheet integrates with other tools and platforms, such as Microsoft Office, Google Workspace, and popular project management apps. Show how users can streamline workflows by connecting Smartsheet with their preferred tools. Training and Support Resources: Provide information about training resources, tutorials, and support options available to help users make the most of Smartsheet templates. Encourage users to explore the Smartsheet Community for tips and advice from other users. Q&A Session: Conclude the webinar with a Q&A session where attendees can ask questions and seek clarification on any topics related to leveraging templates in Smartsheet. Encourage participation and engagement to ensure attendees leave with a clear understanding of how to use templates effectively. By covering these key points in your webinar, attendees will gain valuable insights into the benefits and practical applications of leveraging templates in Smartsheet to streamline their workflows. ➡️ 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 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: smartsheet,smartsheet training,create pivot table in smartsheet,pmo in smartsheet,build an app in smartsheet,how to create a workapp in smartsheet,how to create a pivot table in smartsheet,how do you create a pivot table in smartsheet,how do i create a pivot table data in smartsheet,smartsheets,smartsheet tutorial,smartsheet tutorials,pmo with solution center templates,build a pmo with solution center templates,webinar,smartsheet data analysis SEO HASHTAG: #Webinar, #Highlight, #Leveraging, #Templates, #Smartsheet, Play Video Play Video 59:42 Echo Office Hours: Smartsheet (December 2023) Do you use Smartsheet with your team? Then this video is for you! In this recording of a recent online webinar, Echo Founder Molly Yanus opens up the floor for discussion on how to leverage Smartsheet for your workflows. You'll hear Molly discuss... ↳ Smartsheet Product Release Notes & Status Pages ↳ Best Practices for Dynamic View ↳ Smartsheet Solution Center Templates ↳Updates for Smartsheet Calendar App and Dashboards ↳Smartsheet Community Resources And more! ➡️ 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: Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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 Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 03:59 Webinar Highlight: Most Common Challenges in Project Management What are the biggest pain points for teams managing multiple projects? No matter the size of your team or organization, the challenges are the same: ➡️ Deciding which projects to prioritize ➡️ Aligning projects with strategic goals ➡️ Choosing when it's time to say no to a project in the portfolio In our webinar, Achieving Strategic Alignment with Project Intake and Prioritization, Echo Founder Molly Yanus dives into how teams and organizations can drop the uncertainty around which projects to focus on, and channel their efforts into the most impactful work. Highlighting the most common challenges in project management during a webinar can provide valuable insights and solutions for attendees. Here's a structured approach to covering this topic: Introduction: Start by welcoming attendees and introducing the topic of the webinar: the most common challenges in project management. Emphasize the importance of understanding and addressing these challenges to improve project success rates. Scope and Importance of Project Management Challenges: Provide an overview of why project management challenges are significant in today's business environment. Explain how these challenges can impact project outcomes, budgets, timelines, and stakeholder satisfaction. Identifying Common Challenges: Discuss a range of common challenges that project managers often encounter, such as: Scope creep and changing requirements. Resource constraints and allocation. Communication breakdowns. Risk management and mitigation. Stakeholder alignment and engagement. Time and budget constraints. Technology limitations. Illustrate each challenge with real-world examples or case studies to make them relatable to attendees. Impact of Challenges on Projects: Explore how each challenge can impact project success and why addressing them is crucial. Discuss potential consequences of not effectively managing these challenges, such as missed deadlines, cost overruns, quality issues, and stakeholder dissatisfaction. Strategies for Overcoming Challenges: Offer practical strategies and best practices for overcoming common project management challenges. For example: Establishing clear project objectives and scope. Implementing robust change management processes. Improving communication channels and protocols. Conducting comprehensive risk assessments and contingency planning. Utilizing project management tools and technologies. Investing in team training and development. Cultivating a culture of collaboration and accountability. Provide tips and techniques that attendees can apply to their own projects immediately. Case Studies and Examples: Share case studies or examples of organizations that successfully navigated common project management challenges. Highlight key strategies and approaches they used to overcome these challenges and achieve positive outcomes. Q&A Session: Open the floor to attendees for a Q&A session. Encourage them to ask questions, share their own experiences, and seek advice on specific challenges they're facing. Provide practical guidance and actionable insights tailored to the needs of the audience. Conclusion: Summarize the main points covered during the webinar, emphasizing the importance of proactive management of project challenges. Encourage attendees to apply the strategies and techniques discussed to their own projects, and offer resources for further learning and support. To access the full webinar video, click here: [[ LINK ]] 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 HASHTAG: #Webinar_Highlight, #Most, #Common, #Challenges, #Project, #Management, SEO TAG: project management,association for project management,project management webinar series,webinar,project manager,online project management software,project management tutorial,project management webinar,webinar: lean project management,project management webinars,management,change management,portfolio management,project marketing management,project management interview questions,project portfolio management,lean project management Play Video Play Video 47:31 Webinar Recording: Achieving Strategic Alignment with Project Intake & Prioritization One of the biggest challenges for organizations of any size is to integrate their long term strategic business goals with day-to-day operations of their project workflow. So how can you find alignment between organizational strategy and project execution? In this Webinar recording, watch Echo & StrAlign Founder Molly Yanus unpack her top strategies for channeling your efforts – and your team's efforts – into the highest impact projects. The webinar explores topics such as: ➡️ How to set strategic goals for your business ➡️ How to choose and prioritize projects ➡️ How to navigate constantly changing priorities ➡️ The roles and structure of an intake process ➡️ How to pivot on strategy and project work when the macro-environment of our work (e.g. the economy) changes 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 Play Video Play Video 48:56 Software Launch: Introducing, StrAlign! It's finally here! 🎉 We're thrilled to share our strategic decision-making software, StrAlign. Take a look at our first live demo of StrAlign, where we demonstrate StrAlign's features, interface, and potential, and hear from our team about use cases and what's next as we anticipate our launch date in June 2023. We'll have plenty more demonstrations, trainings, and configuration sessions in the coming months. Hit subscribe to stay up to date with all things Echo and StrAlign, and share any questions you have in the comments! 🎉 Introducing StrAlign! 🚀 We're thrilled to announce the launch of StrAlign, your ultimate strategic decision-making software. StrAlign is designed to help organizations align their strategies, streamline decision-making processes, and drive success in today's dynamic business landscape. Here's what you can expect from StrAlign: Strategic Alignment: StrAlign enables organizations to align their goals, initiatives, and resources with their overarching strategic objectives. With StrAlign, you can ensure that every decision and action is in line with your long-term vision and mission. Intelligent Insights: Make informed decisions with confidence using StrAlign's powerful analytics and reporting capabilities. Gain actionable insights into your organization's performance, trends, and opportunities, allowing you to stay ahead of the curve. Collaborative Decision-Making: Foster collaboration and transparency across teams and stakeholders with StrAlign's collaborative features. Facilitate real-time communication, feedback, and alignment to drive consensus and drive results. Agile Adaptation: Stay agile and responsive to change with StrAlign's dynamic decision-making framework. Quickly adjust strategies, priorities, and resource allocations based on shifting market conditions, customer needs, and competitive pressures. Efficient Execution: Streamline execution and implementation of strategic initiatives with StrAlign's workflow automation and project management capabilities. Track progress, manage tasks, and monitor performance to ensure projects are delivered on time and within budget. Scalable Solution: Whether you're a small startup or a large enterprise, StrAlign is designed to scale with your organization's needs. Easily customize and configure StrAlign to fit your unique requirements and grow with your business. Exceptional Support: Our dedicated support team is here to help you every step of the way. From onboarding and implementation to ongoing support and training, we're committed to ensuring your success with StrAlign. Ready to take your strategic decision-making to the next level? Get started with StrAlign today and unlock the full potential of your organization's strategy. Learn more about StrAlign here: www.stralign.com Highlights: 00:00 Start 06:24 Translating strategy into action 08:35 Dynamic Prioritization in StrAlign 10:50 Use cases for StrAlign 11:29 Roles in StrAlign 12:35 Managing Ideas in StrAlign 15:50 Comparing ideas in StrAlign 19:10 Goals & Scenarios in StrAlign 24:43 Gamification of Ideas 28:50 Admin functionality Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 More Playlists from Echo: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup SEO TAG: spacex starlink launch,spacex starship launch,spacex launch,intelsat 40e launch,oneweb launch,spacex orbital launch,spacex orbital launch tower,softwarelaunch,wolfram language introduction,learn coding,functional coding,amazon trucking owner operator,strategic alignment,stralign,learn computer coding,decentralized finance,taking care of business,functional programming,amazon trucking company,trucking company startup,stralign 101 SEO HASHTAG: #Software, #Launch, #Introducing, #StrAlign, Learn more about our project management and implementation solutions that fit. People Process Technology

TRAINING We don't train on software. Instead, we train teams to communicate effectively and dig in to the heart of the issue for better project management. We equip them with the tools necessary to identify problems and solve them – together. Schedule a Training It takes the whole team to make progress. The more you practice collaboration and communication, the easier it becomes – in and out of the office. Get everyone engaged. We believe in interactive, engaging team activities. Even online, we utilize polls and breakouts to keep momentum. Learn everyone’s strengths. Learning your team's strengths and challenges can help you better delegate tasks. Work smarter, not harder. Motivate your team to work together. Unite your team with trainings that prove teamwork really does make the dream work. Grow your business with our Trainings. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

CLICKUP Use ClickUp to make work simpler. Looking to bridge silos and connect teams of all sizes? ClickUp’s intuitive project management tools simplify, streamline, and smooth out workflows. This all-in-one platform helps your team collaborate, stay organized, and meet your goals on time, every time. Manage teams Collaborate on projects Organize workflows Explore Solutions Schedule a Consult With ClickUp, you can: Plan Projects Track progress across teams Delegate customized tasks Prioritize initiatives Maintain visibility Manage client accounts Get organized with ClickUp. ClickUp Jumpstart Implementation Our JumpStart package is a great fit for teams that are implementing a task management system for the first time to build the foundation for success. Price $8,000 Est. Duration 6-8 Weeks Learn More ClickUp Kickstart Implementation A Kickstart package is tailored for teams that are scaling quickly, and need to adapt their work management processes to scale with their rapid growth. Price $12,000 Est. Duration 8-10 Weeks Learn More ClickUp Tips & Tricks Play Video Play Video 01:23 ClickUp Tip: Tasks & Subtasks in Multiple Lists ClickUp has now released the ability to have the tasks and subtasks in Multiple lists. This is perfect if you find yourself duplicating the same task or moving tasks between lists in an attempt to keep everything in sync. Because it's the same task - any edits made or comment left will be displayed no matter which list you're viewing from. Tasks in multiple lists and subtasks in multiple lists are both ClickApps that will need to be enabled. Play Video Play Video 01:48 ClickUp Tip: Team Meeting Agenda Did you know you can utilize #ClickUp to optimize your team meetings? By using the doc view in ClickUp, you can easily manage your meeting agenda and make sure any action items are turned into easy to track and assign tasks! Play Video Play Video 01:04 ClickUp Tip: Layout & Size Settings Did you know that you can change the style of ClickUp’s layout & size to optimize the user experience for your preferences? Choose between simple, modern or clean to view the information in your environment in the way you prefer! Play Video Play Video 01:07 ClickUp Tip: List View to Prioritize #ClickUp can make visualizing and prioritizing your day a breeze - watch how I utilize the list view to easily highlight high-priority and time-sensitive items for the week! Play Video Play Video 00:54 ClickUp: User Roles & Permissions #ClickUp makes collaboration and teamwork a breeze but it’s important to assure that everyone has the access they need to view and edit information - watch our short video on how to access and utilize the user & permission menu for folders, lists, and dashboards! Play Video Play Video 01:23 ClickUp Tips & Tricks: Slash Commands This week I’d like to highlight a ClickUp shortcut – slash commands. ClickUp just released the ability to apply a task template directly from the slash commend – making this useful shortcut even better! Play Video Play Video 01:47 ClickUp Tips & Tricks: Home Screen When your "to-do" list is a mile long, we know how overwhelming it can be to start & prioritize your day! Today we'll be showing you how to utilize the #clickup home screen to prioritize your tasks and schedule your day for maximum productivity. Play Video Play Video 00:55 ClickUp Tips & Tricks: Easily Restore Deleted Items Have you ever accidentally deleted something from your task management system and then realized you needed to recreate the entire item making your productivity platform not so productive. Luckily if you’re a ClickUp user, they have put in place measures to save you from this frustration! ClickUp will save items in your trash for up to 30 days! You’ll be able to recover any spaces, folders, lists, tasks, views, etc that were unintentionally deleted in just a click of a button! Don’t see what you’re looking for? We offer customized project management packages to meet your needs. Book a Free Consult

MIRO Collaborate with your team, wherever you work, with Miro. If adopting a new platform feels intimidating, don’t fret – Miro makes brainstorming, diagramming, and strategizing easy with its intuitive functionalities and tons of templates. This virtual collaborative whiteboard can take your research, meetings, and project prep and planning to the next level. Let’s get your team thinking out of the box. Start with pre-built widgets Map out projects and workflows collaboratively Define and visualize goals, initiatives, and priorities Schedule a Consult With Miro, you can: Align teams with strong project management Map customer journeys Easily gather creative feedback Brainstorm and plan out campaigns Visualize tasks and set goals Streamline prioritization Grow your business with our Miro Solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch Miro Tips & Tricks Play Video Play Video 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 Play Video Play Video 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, Play Video Play Video 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 Play Video Play Video 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 Play Video Play Video 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