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AIRTABLE

Transforming Your Workflows with Airtable

Optimize your business processes, streamline manual workflows, improve collaboration and communication, and boost overall productivity, decrease frustration, and empower your employees to do their best work with Airtable.

Customizable Views

Seamless Integration

Bullet Point

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Echo Consulting, your trusted Airtable Partner!

Services

Consultation & Configuration

Our experts partner with your team to map your current challenges to configure Airtable automations and customizable views to increase visibility and decrease manual and duplicate data entry.

Implementation & Migration

From initial setup to full deployment, our tailored solutions are built with scalability, resiliency, and efficiency front and center to ensure your team has the data architecture to build a future where work is not just managed, but mastered!

Training & Onboarding

Our onboarding process is designed to get everyone up to speed quickly and confidently. Live and Recorded Trainings tailored to your workflow needs.

Automations to reduce manual and duplicate work
Advanced fields for easier data management
Relational Database Capabilities
Integrations & Central Workflow Hub

With Airtable.com, you can:

Forms for easy data collection from internal and external 
Real-time collaboration and Sharing 

Why Choose Echo? 

At Echo, we don’t just implement software;

We empower your team to achieve more.

Let’s build a future where work is not just managed but mastered.

How to See Tasks Across Projects in Airtable
04:11

How to See Tasks Across Projects in Airtable

We will show you how to quickly and easily see all the tasks assigned to you across multiple projects. We will also demonstrate how Airtable's dashboard interface can be customized to provide a one-stop-shop for managing tasks. If you're looking for an efficient way to stay organized and update tasks, this video is for you. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup 0:00 Introduction 0:26 Sample Data Screens and My Task Dashboard 1:12 My Task Dashboard Review 1:58 How to set up My Task Dashboard 3:33 Conclusion
How to use the counting fields function in Airtable to track KPIs and Metrics | Airtable Demo
04:16

How to use the counting fields function in Airtable to track KPIs and Metrics | Airtable Demo

In this video we want to share with you one of our absolute favorite features in Airtable. We will be demonstrating how to use the count field to easily capture key project metrics and KPIs without the need for complex formulas. This feature makes reporting accessible to any type of user and allows you to track important data such as the number of tasks that are past due and not completed. Watch this video to learn how to leverage this powerful feature in Airtable. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Chapters: 0:05 Introduction 0:50 The Count Field 1:38 Setting Up Conditions 2:53 Generating Data 4:00 Looking at Task Due Dates
Creating an Automation to Record Dates in Airtable | Tracking record and cell changes | Workflow
06:40

Creating an Automation to Record Dates in Airtable | Tracking record and cell changes | Workflow

In this video, I will guide you through creating an automation in Airtable to record dates based on record updates. I will explain the purpose of this automation, which is to track completed tasks and generate reports based on the completion dates. I will demonstrate how to set up the necessary columns, create the automation trigger, configure the table, and update the record with the closed date. No action is requested from the viewers, but they will gain valuable knowledge on automating date recording in Airtable. Chapters: 1:52 Creating the Automation 4:03 Updating the Record ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
How to create a dynamic dropdown in Airtable | Conditional logic in a form | Project Management
09:01

How to create a dynamic dropdown in Airtable | Conditional logic in a form | Project Management

In this video, Molly Yanus, the founder of Echo Consulting, demonstrates how to dynamically populate a drop-down and group data by category within a table. She also highlights key features to look for in a project management system, such as roll-up dashboards and resource forecasting. Using the example of Work Management and Project Management tools, Molly reviews the high level process of identifying, prioritizing, and executing new work, and how Airtable can help achieve transparency and maximize ROI. Watch this video to learn how Airtable can help manage your data more efficiently and eliminate the need to update in multiple places. ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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