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Where can you see the hierarchy in a row? - ✔✔Primary Column What permission is required to hide and unhide columns - ✔✔Admin Which program files can you import into Smartsheet to create a new sheet? - ✔✔Excel Which formatting option is possible? - ✔✔Change the background color of a row Which column type tracks when a row was added to a sheet? - ✔✔Created (Date) column Which takes priority when a sheet has 2 conditional formatting rules? - ✔✔The rule at the top Which view must include 2 date columns in order to be displayed? - ✔✔Gantt Alex is building a sheet to keep track of her tasks on a website project. She must perform the same set of tasks for each webpage. She listed each webpage on her sheet and has written out the tasks for the first one. What is the fastest way for her to add the tasks to the remaining webpages? - ✔✔Copy the rows with tasks, then paste them under each webpage Vivian uses a sheet to track the status of a project that she is managing. Several cells are cell linked to a sheet that the IT director uses to track all IT projects. Vivian updates her sheet. When do the linked cells on the director's sheet update? - ✔✔When Vivian's sheet is saved Which file type can you insert in a cell? - ✔✔.gif
Tyrone created a project plan sheet and is adding tasks. He added the first task, then moved to the next row to add his second task. What will automatically be copied down to the new row? - ✔✔Formatting Which are the 3 column types that can enable Card View? - ✔✔Contact List, Dropdown (Single Select), Symbol Which type of user can create or own a sheet in Smartsheet? - ✔✔Licensed What can you customize when you insert a hyperlink in a cell? - ✔✔Display text You are building a sheet to keep track of opportunities for your sales team. You want a column to show which of the 4 regions each opportunity is assigned to. Which column type would be best? - ✔✔Dropdown (Single Select) You created a workspace to organize a program you manage. Inez told you that she has a few sheets to add to the workspace. What permission does she need for her to be able to move these sheets into your workspace? - ✔✔Admin Your project team is having a dispute about when a task was marked as complete. How can you solve the dispute? - ✔✔Check the Cell History How can you make sure that a specific collaborator receives a notification about a comment that you make? - ✔✔Mention them with the @ symbol in the comment What is the minimum permission you need to add or edit the options in the column properties of a dropdown list column? - ✔✔Admin Maria manages requests for a marketing shared services team. She has separate sheets to track new requests, projects that are in progress, and archived requests.
Which column records when a form was submitted? - ✔✔Created (Date) How can you provide access to a form? - ✔✔Email the form directly from Smartsheet Which can you customize with a color of your choice? - ✔✔Background What is the lowest permission you need to create a form? - ✔✔Admin Pamela is creating a form to collect requests for her marketing creative services team. In order to complete any request, she needs to know which cost center to bill for the work.How can she ensure that each request will contain the cost center? - ✔✔Make the field required What is the most efficient way to change the order that fields are displayed on a form? - ✔✔Drag-and- drop the fields on the form builder Which setting must you enable to automatically track who makes form submissions? - ✔✔Require people to login to Smartsheet Which column type can be displayed on a form as radio buttons? - ✔✔Dropdown (Single Select) Sergei has a sheet with a form to collect requests for his IT team. He wants every new submission to be assigned a Status of Not Started.What is the recommended way for him to accomplish this? - ✔✔Assign a default value of Not Started and hide the Status field Which statement about modifying reports is correct? - ✔✔You can modify the name of the primary column Kevin owns a workspace with sheets and reports that he is using to manage a project. He shared the workspace with his project team and gave them Editor - cannot share permission.How can Kevin's team interact with a report in the workspace? - ✔✔View and edit all information in the report
What is the lowest permission needed to modify the criteria of a report? - ✔✔Admin How can a user modify a report to get different results? - ✔✔Change the filter criteria Fatima manages several projects for her IT group. Each project has a sheet that she keeps in separate folders in a workspace that she owns. She built a summary report to communicate project status metrics to her leadership team.What can she do to avoid having to manually add each new sheet as a source for the report? - ✔✔Use the workspace as the data source for the report A user opened a report that you shared to them but cannot see any data.Which is a reason that might occur? - ✔✔The user is not shared to any sheets that the report is pulling data from Which describes the difference between a row report and a sheet summary report? - ✔✔Row reports show rows from the grid, sheet summary reports show fields from the sheet summary Sergei manages a sales team. He has a report to see opportunities in his pipeline. He wants to know how many opportunities are assigned to each salesperson.What 2 steps does he need to take to change his report so he can see this information? - ✔✔Group by Sales Rep and Summarize with Count Mariela has a sheet that she is using to track the status of a project. She has shared it to her stakeholders with Viewer permission. She has received feedback that the sheet is cluttered with completed tasks.How could she remove the completed tasks from view? - ✔✔Create and Share Filter Sheila is managing several projects and many of her collaborators work on multiple projects. Some have expressed frustration with viewing several sheets to see all their assigned tasks.How can Sheila give them one place to see their tasks? - ✔✔Create a report and use the project sheets as the source Pierre is managing projects using Smartsheet for the first time. His project teams communicate with email. He is struggling to get them to review their tasks and update task status each week.How can Pierre send his project teams a weekly email that shows them their tasks and reminds them to make updates if needed? - ✔✔Build a task list report and schedule it to send as an attachment weekly
Marcos wrote a formula to check the box in a Complete checkbox column when the % Complete is 100%.What is the recommended way to apply his formula to the rest of the column? - ✔✔Convert it to a column formula Tricia has a task sheet where she is tracking both % Complete and Status.Which function can she use to change the symbol in the Status column based on the value in the % Complete column? - ✔✔IF() Which field type is available in a sheet summary? - ✔✔Contact List How do you reference the red ball in a symbol column in a formula? - ✔✔"Red" Kai is building a sheet to track opportunities for his sales team. For each opportunity, the salesperson enters their Region and the Opportunity Value. Kai wants to know the total value of all opportunities in the Western region.Which formula should Kai use to add sales opportunities for the Western region? - ✔✔=SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value]) What level of hierarchy should the CHILDREN() function be placed on? - ✔✔Parent Row Jennifer is building a sheet to calculate commissions for her sales team. They earn a fixed percentage of each sale they make. She has entered the commission rate in a cell on her sheet.Which formula can Jennifer copy and paste into each row to correctly calculate her team's commissions? - ✔✔=SUM([Opportunity Value]@row * [Commission Rate]$1) John wants to have his health column display a red symbol if a task is past its due date. - ✔✔=IF([Due Date]@row < TODAY(), "Red") Which function can you use to add up numerical values? - ✔✔SUM() What symbols must you use when referencing another sheet? - ✔✔{ } Braces What symbols must you place around a column name in a formula if the name includes a space, special characters, or numbers? - ✔✔[ ] Square brackets
Yoko created a report to show collaborators on her project their assigned tasks. They have told her that many tasks from different areas of the project plan look the same in the report. To solve the problem, she wants to add the parent name to the row in the report." - ✔✔=JOIN(ANCESTORS()) Which option serves as a trigger for an automated workflow? - ✔✔When a date is reached Sandra has an alert workflow that notifies a sales manager when an opportunity in their region is Closed- Won. A manager for a different region learned of this and wants one for their region.What is the most efficient way for Sandra to start the new workflow? - ✔✔Duplicate the existing row Which action allows you to add additional actions after it within the same workflow? - ✔✔Request an approval Shauna, a sheet-level Admin, is receiving too many notifications from an established workflow. She still wants to receive notifications from this workflow, but not as often.How can she reduce the number of notifications sent for a workflow without changing the triggers? - ✔✔Change the frequency by editing the Run workflow setting Tiffany manages a request sheet for her organization's procurement team. Her team's process requires that she keep a record of the original request, but the team needs to update the request with new information as they work on it. Which workflow action could she use to keep a record of the original request? - ✔✔Copy Row Faisal is managing a project in a sheet. He has a symbol column to track tasks that are at risk. When a task becomes at risk, he wants to immediately notify the person assigned to the task.How could he do this? - ✔✔Create an alert to notify the assignee when a task is marked at risk Jean is building a workflow to remind collaborators to update their project status each week. They want to change the message if a project is past due.What is the most efficient way for them to do this? - ✔✔Add a conditional path with a second action Valentino created an alert to notify a contact in the Assigned To column if their task is past due and incomplete. He realized that one of his external contractors did not receive the notification when this
Zane manages a team of tech support representatives. He built a dashboard to provide his team with the resources they need to learn the products they support. He is bringing on a vendor to help through a busy season. The vendor will only support some of the products that his team supports.How can he quickly provide the vendor with the resources they need? - ✔✔Use Save as New to make a copy of the dashboard, then remove the widgets that do not apply Mallory is planning a dashboard to show information about a project. She wants to show external stakeholders metrics such as completion and budget status. She also wants the project team to see items such as tasks that are at risk and provide them resources.How can she build a solution that works for both external stakeholders and the project team? - ✔✔Create 2 separate dashboards to satisfy her different audiences Adriana is managing a consulting project. She is using Smartsheet to manage this project, but her client does not use Smartsheet.How can Adriana provide the client access to the live data in her project status dashboard? - ✔✔Publish the dashboard and send the link Which dashboard widget type would be best to show the live, updating budget number of a project? - ✔✔Metric Which widget behavior will allow the user to open the sheet or report the data is sourced from? - ✔✔Open the data source
