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How to use smartsheet for task management, including creating and assigning tasks, utilizing card view, filters, and contact lists. It also covers data visualization through symbol columns and conditional formatting. Additionally, it touches upon creating forms and using the report builder.
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Which column type would be best for tracking when a row was added to a sheet? a. Date column b. Created (Date) System column c. Created by System column d. Auto-Number ---------CORRECT ANSWER-----------------b. Created (Date) System column (standard date column may be used to refer to the date of the data for that row, not necessarily when the row was created) When hierarchy is applied to a row, where will it be visible? a. Row action indicators column b. Primary column c. Leftmost column in grid view d. System column ---------CORRECT ANSWER-----------------b. Primary column (Indents are displayed only in a sheet's Primary Column; however, the relationship is applied to the entire row) Which column type would be best for visually representing the status of a row item? a. Symbol column
b. Dropdown List column c. Text/Number column d. System Generated column ---------CORRECT ANSWER-----------------a. Symbol column (dropdown list and text/number only provides values for a status, not determining the status itself) Scenario: Juan is currently managing the development of a new product. He has a team of four individuals with whom he assigned various tasks. Juan wants to quickly see tasks assigned to each person and reassign tasks as needed. Question: Which one of the options below would be the most efficient way for Juan to accomplish this? a. Juan needs to utilize Card View to view tasks by the "assigned to" contact column. He could then reassign tasks accordingly. b. Juan needs to build a report for each person on his team. From each of the reports, Juan would reassign tasks c. Juan needs to create and use a filter for each assignee and then return to the sheet to reassign tasks d. Juan needs to publish the sheet to his team and allow them to email ideas on how tasks should be reassigned. ---------CORRECT ANSWER----- ------------a. utilize Card View (every other option involved multiple steps to update any information/reassign tasks; Card View developed to see assignees at a glance and to move data accordingly). Which is one of the three column types that are required to enable Card View? a. Contact List column
Which feature would you use to change the visual styling of a sheet on an identified trigger? a. Highlighting tool b. Function c. Format painter d. Conditional formatting ---------CORRECT ANSWER-----------------d. Conditional formatting (identified trigger = condition prescribed to format/styling) I am adding a field called "Budget Total" in the Sheet summary of a sheet. What is the syntax to reference the "Budget Total" field in a formula? a. Budget Total# b. #[Budget Total] c. #Budget Total d. [Budget Total}# ---------CORRECT ANSWER-----------------d. [Budget Total]# (helps formula recognize full column name with spaces/special characters/numbers as one full name to keep formula parseable) What symbol notes the beginning of a formula? a. [ b. = c. ( d. * ---------CORRECT ANSWER-----------------b. = (=COUNTIF, =SUM, etc.) Which formula would you use to add up sales opportunities for the Western region?
a. =COUNTIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) b. =COUNTIF([Opportunity Value]:[Opportunity Value], Region:Region, "Western") c. =SUMIF([Opportunity Value]:[Opportunity Value], Region:Region, "Western") d. =SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) ---------CORRECT ANSWER-----------------d. =SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) (use =SUMIF for adding, determine the Region:Region range only counts for "Western" criteria, then add the opportunity value range within the region range for Western) How is tagging a shared collaborator in a comment, via the use of @mention, an effective means of collaboration? It shares that collaborator a published view of the sheet so they can view the comment. It instantly sends the @mentioned individual an alert with the comment. It begins keeping track of the @mentioned individual within activity log. It adds the @mentioned individual to your My Smartsheet Contacts --------- CORRECT ANSWER-----------------It instantly sends the @mentioned individual an alert with the comment. I have a handful of tasks that are falling behind schedule and I want to quickly view which items are marked "Red" in my project status column. To identify this information WITHOUT having to leave the sheet, I should: Turn on highlight changes Write a formula
c. Return d. Yes ---------CORRECT ANSWER-----------------a. 1 (stats - either 1 or 0) When viewing a sheet, you want to have certain rows grab your attention, visually, if the task is at risk or past its due date. You can accomplish this by using which feature? a. Alerts b. Format painter c. Highlight changes d. Conditional formatting ---------CORRECT ANSWER-----------------d. conditional formatting (can set condition that IF x is past due/at risk, THEN set y format to row) Which view must include two date columns in order to be displayed? a. Card b. Gantt c. Calendar d. Grid ---------CORRECT ANSWER-----------------b. Gantt (Gantt needs the start and finish columns to display the full timeline between those two dates) When adding a cell link to a sheet, which can be the source of the data? a. Cell(s) in a report b. Cell(s) in a sheet c. Metric widget on a dashboard
d. Column names ---------CORRECT ANSWER-----------------b. Cell(s) in a sheet (only item in selection that holds active data that can be linked; reports and widgets are generated from sheets so cannot link, column names do not contain the data, only its label) What level of hierarchy should the CHILDREN() function be placed on? a. First child row b. Last child row c. All child rows d. Parent row ---------CORRECT ANSWER-----------------d. Parent row (all rows under a parent row are considered children rows) Which function can be used in conjunction with another function such as COUNT() to reference all the cells directly indented under a parent row? a. IF() b. CHILDREN() c. PARENT() d. RANGE() ---------CORRECT ANSWER-----------------b. CHILDREN() (all rows under a parent row are considered children rows) The ___________ widget uses a URL or embed code to surface interactive content on a dashboard. Title Report Image Web Content ---------CORRECT ANSWER-----------------Web Content
When entering formulas in Smartsheet, cell references use the syntax of column name and row number. What symbol must be placed around a column name when it includes a space, special character, or number? { } Curly brackets [ ] Square brackets < > Angle brackets ( ) Parentheses ---------CORRECT ANSWER-----------------[ ] Square brackets When adding a new collaborator to a sheet or workspace, what should be customized to help the new collaborator understand why they are being added and how they should use the information? Collaborators Permissions Personal message Default View ---------CORRECT ANSWER-----------------Personal Message Which view must include two date columns in order to be displayed? Card Gantt Calendar Grid ---------CORRECT ANSWER-----------------Gantt You are using Smartsheet to plan, track and manage a project. In creating your sheet, you are assigning tasks to collaborators. You need to make a decision on whether to use multiple single contact list columns or enable multiple contacts to be assigned within a single cell. You understand that it best to enable multiple contacts to be assigned within a single cell when multiple people are working on the same task. In what scenario is it best to use multiple contact list columns?
When you want to create a filter for each individual When some individuals are inside your team's account and others are not When you want to pull a report from a sheet When the individuals have different roles related to a task --------- CORRECT ANSWER-----------------When the individuals have different roles related to a task Jen has a project sheet that includes a dropdown list column. Her coworker needs to add additional options to the dropdown list column options in Jen's sheet. What permission level would her coworker need for Jen's sheet? Editor- can't share Viewer Admin Editor- can share ---------CORRECT ANSWER-----------------Admin When creating a form, using a ___________ field, allows you to input a default value into a column on a sheet without requiring the form submitter to create it. Branded Hidden Custom Required ---------CORRECT ANSWER-----------------Hidden Which function leverages sheet hierarchy to reference the range of rows that are indented below another row? ANCESTORS() CHILDREN() PARENT() INDEX() ---------CORRECT ANSWER-----------------Children()
Which collaboration feature allows the recipient to make a one time change to your sheet without sharing them as a collaborator to the sheet? Share a sheet An update request Publish Send a row ---------CORRECT ANSWER-----------------An update request Which column type would be best for tracking when a row was added to a sheet? Date column Created by System column Auto-Number column Created (Date) System column ---------CORRECT ANSWER----------------- Auto-Number column You want to keep track of new attachments as they are added to a sheet. Which of the following is the best way to achieve this goal? Create a conditional formatting rule to highlight rows with new attachments Audit Activity Log daily Create an alert to notify you when an attachment is added or changed Instruct collaborators to @mention you in the comments after an attachment has been uploaded ---------CORRECT ANSWER----------------- Create an alert to notify you when an attachment is added or changed Which of the following file types can be imported as a new sheet in Smartsheet? (select the four that apply) MS Project JIRA Project Excel Smartsheet Sheet
Trello Google Sheets ---------CORRECT ANSWER-----------------MS Project, Excel, Trello, Google Sheets A sheet can be exported in which of the following formats? Select ALL that apply. MS Project (XML) PDF Google sheet Excel Gantt to image (PNG) Trello ---------CORRECT ANSWER-----------------MS Project (XML), PDF, Google Sheet, Excel, Gantt to image (PNG) Which column type would be best for visually representing (via color) the status of a row item? This could also be automatically changed using a formula. Symbol column Dropdown List column Text/Number column System Generated column ---------CORRECT ANSWER----------------- Symbol column Which three of the following items can be viewed without a Smartsheet account? Form Published dashboard Report in a workspace shared to you Update request ---------CORRECT ANSWER-----------------Form, Published dashboard, and Update request
Column Sheet Cell ---------CORRECT ANSWER-----------------Cell Forms can be used to collect information from individuals inside or outside your organization. Which two of the following use cases could a form support? Survey responses Marketing requests Update the status of a task Resource hub ---------CORRECT ANSWER-----------------Survey responses and Marketing requests The Notification Center: (select the two options that apply) Displays a red icon when new notifications arrive Allows a user to create new alerts Allows a user to view and fulfill update requests Allows a user to forward a notification to a different user ---------CORRECT ANSWER-----------------Displays a red icon when new notifications arrive and allos a user to view and fulfill update requests A snapshot of a sheet or report can be shared via email using the "Send as Attachment..." action. The sheet can be sent once or on a recurring basis. Select the two file formats the attachment can be sent as. Excel PDF CSV PNG ---------CORRECT ANSWER-----------------Excel and PDF
When viewing a sheet, you want to have certain rows grab your attention, if the task is at risk or past its due date. You can accomplish this by using which feature? Highlight changes Conditional formatting Alerts Format painter ---------CORRECT ANSWER-----------------Conditional formatting Which of the following can be inserted into a formula to automate the checking of a box, raising of a flag or filling in of a star? 1 "Return" 100% "Yes" ---------CORRECT ANSWER----------------- 1 You've created a form to gather new customer information. When new submissions are made, you must go into the sheet and assign a member of your sales team as the lead, who will then follow-up with the customer. Which of the following workflows best addresses your need to quickly take action after a form submission is made? Use the "Send as Attachment" feature to send yourself a daily email with directions to assign a lead. Create an alert to notify you when anything on the sheet changes. Send yourself the activity log, hourly, so you can adjust the assigned individual. Create an alert to notify yourself when a new row has been added to the sheet. ---------CORRECT ANSWER-----------------Create an alert to notify yourself when a new row has been added to the sheet.
It automatically captures who completed a form submission in the dashboard's activity log. Using an interaction setting, you can provide instant access to the underlying sheet. ---------CORRECT ANSWER-----------------It provides increased efficiency as an individual can complete a form submission without leaving the dashboard itself. Which type of user has the ability to create new items in Smartsheet? Free Collaborator Unlicensed User Licensed User System Administrator ---------CORRECT ANSWER-----------------Licensed User When a task becomes at-risk, the project manager wants the individual assigned to the task to be immediately notified. How could the project manager achieve this goal? Create a conditional formatting rule to notify individuals when a task is marked at-risk Send the activity log to all shared users of a sheet Use the send row functionality to send a row when the task is marked as at-risk. Create an alert to notify the assignee when a task is marked as at-risk. Send the alert to the assigned to (Contact List column) right away --------- CORRECT ANSWER-----------------Create an alert to notify the assignee when a task is marked as at-risk. Send the alert to the assigned to (Contact List column) right away Which function will determine the total number of items in a specified range? COUNT()
CHILDREN() ---------CORRECT ANSWER-----------------Count() When writing a formula, what symbol do you type to make either a column or row reference absolute? $ dollar sign [ ] square brackets ( ) parenthesis
Formulas can trigger a cell value change when a specific value is entered elsewhere on a sheet. If instead of changing the value of a cell, you want to change the visual styling based on an identified trigger, which feature would you use? Format painter Function Conditional formatting Highlighting tool ---------CORRECT ANSWER-----------------Conditional formatting A dashboard has been shared to me and I can click on a metric widget to open the source sheet. The ability to access a source sheet by clicking on a metric widget means the owner has changed the interaction of the widget. Which additional action has the owner taken? Published the dashboard Granted admin permissions to the dashboard Shared the source sheet Organized the dashboard in a workspace ---------CORRECT ANSWER------ -----------Shared the source sheet