Join Kelly Pratt of Echolocity to learn about workflow automation options in Smartsheet. She reviews how to create automations from Smartsheet templates, common automation use cases, how to manage Smartsheet notifications and updates, and gives helpful tips to leverage automations for project management.
Chapters:
00:00 Introduction to Smartsheet Automations
01:40 Creating Automations from Scratch
03:20 Automation Actions
05:00 Managing Notifications and Updates
06:40 Efficiency Tips for Project Management
➡️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:
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