Getting Started with Smartsheet Templates and Solutions | Echolocity

In this video Molly Yanus provides an overview of how to get started with Smartsheet using templates and solutions. She explains different template complexities, Smartsheet’s add-ons, and best practices for using templates as a starting point for custom solutions. Chapters: 00:00 – Introduction to Smartsheet and Echolocity 00:27 – How Echolocity helps organizations with Smartsheet 00:46 – Overview of Smartsheet templates and solutions 01:12 – Navigating Smartsheet’s home screen and template options 02:15 – Understanding sheets, reports, dashboards, and forms 03:28 – Resource management add-on in Smartsheet 04:33 – Searching for and filtering templates 06:06 – The importance of starting with templates for inspiration 09:09 – Exploring medium complexity budget templates 12:22 – Understanding how Smartsheet templates are structured 17:22 – High-complexity Smartsheet solutions and project toolkits 20:42 – Best practices for customizing Smartsheet solutions 22:43 – How to get Smartsheet support ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup