How to Use Smartsheet to Make Meetings MORE Productive | Risks, Actions, Decisions, & more

In this video, you will learn how to use Smartsheet for your businesses projects and tasks, Smartsheet allows you to have everything in one place. You can assign tasks to many people in your business and you can see all the tasks that need to be done. The person will also be notified and they can view the files. You can mark certain tasks more important or urgent, so they get done sooner! The layout is so easy to understand and also the main menu is easy to navigate, so even if you are not tech savvy, you can still understand this software well. We will show you how we use a CRAID log sheet in Smartsheet to keep track of all of the Changes, Risks, Actions, Issues, Decisions. We then use a combination of filters, conditional formatting, reports, forms, automations, and dashboards to make sure that users are always able to see the most important open items, who owns them, and when they are due. We have implemented CRAID logs in many different tools (Smartsheet, Monday.com, Planner, Trello, Asana, Excel, Teams, etc) - The important part is to focus meetings on actions and ownership or documenting decisions that either are made during the meeting or need to be made in order to move forward. Risk and Issues that are identified need owners and mitigation strategies. Want to integrate Smartsheet into your workflows? Connect with us to see how we can help: https://www.echolocity.com/schedule-meeting #Smartsheet #SmartsheetForBeginners #Meetings #RiskManagement #SmartsheetTasks #SmartsheetProjects #ProjectManagement #Business #Workflow #Productivity ➡️ Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup