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Smartsheet Certification Exam 2025 | Smartsheet
Product Certification Exam | Smartsheet Test Bank
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What can you customize when you insert a hyperlink in a cell? ---------CORRECT ANSWER-----------------Display text Which takes priority when a sheet has 2 conditional formatting rules? --------- CORRECT ANSWER-----------------The rule on the top Which type of user can create or own a sheet in Smartsheet? ---------CORRECT ANSWER-----------------Licensed What permission is required to hide and unhide columns? ---------CORRECT ANSWER-----------------Admin 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? ---------CORRECT ANSWER-----------------When Vivian's sheet is saved
Which column type tracks when a row was added to a sheet? ---------CORRECT ANSWER-----------------Created (Date) column Which are the 3 column types that can enable Card View? ---------CORRECT ANSWER-----------------Contact List, Dropdown (Single Select), Symbol 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? ---------CORRECT ANSWER-----------------Formatting Which view must include 2 date columns in order to be displayed? --------- CORRECT ANSWER-----------------Gantt Which file type can you insert in a cell? ---------CORRECT ANSWER-----------------.gif 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.
How can Sanjay do this? ---------CORRECT ANSWER-----------------Lock the rows Your manager wants to check on the status of each task in a project that you are managing periodically throughout the day. They do not use Smartsheet. Which action should you take to allow this? ---------CORRECT ANSWER----------------
- Publish the sheet Jason is managing a new project and created a sheet to track its status. The project charter was just approved by his stakeholders. It is a PDF document. What is the recommended way to include it in Smartsheet? ---------CORRECT ANSWER-----------------Attach the file to the sheet How can you make sure that a specific collaborator receives a notification about a comment that you make? ---------CORRECT ANSWER-----------------Mention them with the @ symbol in the comment Shawn is managing a project that includes a subcontractor. His sheet contains sensitive budget data that he does not want the subcontractor to view. How can Shawn have the subcontractor make updates to his project sheet? --------
- CORRECT ANSWER-----------------Send an update request
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. What is the recommended way to share these assets with her team? --------- CORRECT ANSWER-----------------Put them in a workspace 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? ---------CORRECT ANSWER-----------------Admin After returning from a week of vacation, you want to see what changes have been made to your sheet. How can you see all of the cells that have changed? ---------CORRECT ANSWER------ -----------Highlight Changes You shared a sheet with Javier and gave him Admin permission. You then moved the sheet into a workspace that Javier has Viewer permission to. What permission level does Javier have on the sheet? ---------CORRECT ANSWER--- --------------Admin Your project team is having a dispute about when a task was marked as complete. How can you solve the dispute? ---------CORRECT ANSWER-----------------Check the Cell History
Which column records when a form was submitted? ---------CORRECT ANSWER----- ------------Created (Date) What is the most efficient way to change the order that fields are displayed on a form? ---------CORRECT ANSWER-----------------Drag-and-drop the fields on the form builder Which setting must you enable to automatically track who makes form submissions? ---------CORRECT ANSWER-----------------Require people to log in to Smartsheet 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? ---------CORRECT ANSWER-----------------Assign a default value of Not Started and hide the Status field Which column type can be displayed on a form as radio buttons? ---------CORRECT ANSWER-----------------Dropdown (Single Select) Reginald is managing requests for his IT team using a sheet with a form. Employees can request the completion date in the "Date Need By" column. The team member assigned to the work enters a date in the "Estimated Completion Date" column.He wrote a formula to show if requests are on track. The formula
will display On Time or the number of days late. The formula displays an error, #UNPARSEABLE. Reginald's formula:=IF(([Estimated Completion Date]1 - [Date Need By]1) = 0, On Time, ([Estimated Completion Date]1 - [Date Need By]1)) Which section of the formula does Reginald need to correct? ---------CORRECT ANSWER-----------------The value if true 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? ---------CORRECT ANSWER-----------------IF() Which function can you use to add up numerical values? ---------CORRECT ANSWER-----------------SUM() Guillermo owns a project tracking sheet. His sheet uses a hierarchy with all tasks being children of a phase. He created a filter to help his team see only their tasks. They are reporting that it is difficult to understand the phase as there are tasks with the same name in multiple phases. To help them understand the phase, he has added a column titled "Phase." What function can he combine with JOIN() to show this information? ---------CORRECT ANSWER-----------------ANCESTORS() John wants to have his health column display a red symbol if a task is past its due date. Which formula can he use? ---------CORRECT ANSWER-----------------=IF([Due Date]@row < TODAY(), "Red")
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? ---------CORRECT ANSWER-----------------Convert it to a column formula 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." Which formula should she use? ---------CORRECT ANSWER-----------------=JOIN(ANCESTORS()) What symbols must you place around a column name in a formula if the name includes a space, special characters, or numbers? ---------CORRECT ANSWER--------- --------[ ] Square brackets How do you reference the red ball in a symbol column in a formula? --------- CORRECT ANSWER-----------------"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? --------- CORRECT ANSWER-----------------=SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity Value])
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? ---------CORRECT ANSWER-----------------Duplicate the existing workflow 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 occurred. What is a likely reason the external collaborator would not receive an automated notification? --------- CORRECT ANSWER-----------------The Automation Permissions is not set to Unrestricted, so external collaborators can not receive the notification Your project sheet includes a workflow that sends your manager a notification of changes each day. Your manager is off for the next week and doesn't want to receive notifications until they return. What is the recommended way to stop the notifications for the next week? ---------CORRECT ANSWER-----------------Disable the workflow 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? ---- -----CORRECT ANSWER-----------------Copy row
Which action allows you to add additional actions after it within the same workflow? ---------CORRECT ANSWER-----------------Request an approval Which statement about modifying reports is correct? ---------CORRECT ANSWER---- -------------You can modify the name of the primary column 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? ---------CORRECT ANSWER-----------------Build a task list report and schedule it to send as an attachment weekly Which describes the difference between a row report and a sheet summary report? ---------CORRECT ANSWER-----------------Row reports show rows from the grid, sheet summary reports show fields from the sheet summary What is the lowest permission needed to modify the criteria of a report? --------- CORRECT ANSWER-----------------Admin 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? ---------CORRECT ANSWER-----------------Create and share a filter How can a user modify a report to get different results? ---------CORRECT ANSWER-----------------Change the filter criteria What is the best approach to providing a collaborator Viewer access to only a subset of data that is tracked on a sheet? ---------CORRECT ANSWER----------------- Publish a report and give them the link 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? ---------CORRECT ANSWER-----------------Group by Sales Rep and Summarize with Count What is the lowest permission you need to edit data in a report? ---------CORRECT ANSWER-----------------Editor 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
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? ---------CORRECT ANSWER-----------------View and edit all information in the report Bobbi has 3 sheets that she uses to manage different categories of purchase requests for her procurement team. The procurement director needs to see the combined value of approved requests across all categories. How can Bobbi display this value? ---------CORRECT ANSWER-----------------Create a report to combine approved requests, then summarize the values using SUM How is embedding a form on a dashboard via the web content widget effective? -- -------CORRECT ANSWER-----------------It allows an individual to complete a form submission without leaving the dashboard Which dashboard widget type would be best to show the live, updating budget number of a project? ---------CORRECT ANSWER-----------------Metric Sofia manages a sales team. She built a dashboard to show how the team is progressing to their monthly, quarterly, and yearly goals. She wants to display this dashboard on a screen in her office. What should she do to maximize the area of the screen? ---------CORRECT ANSWER-----------------Put the dashboard in Presentation Mode
What is the default label for the data in a metric widget? ---------CORRECT ANSWER-----------------Column name Jorge owns a dashboard that serves as a resource for his whole company. He was recently promoted and is handing off management of the dashboard to one of his team members. They will need to be able to add new widgets and reorganize the layout of the widgets. What permission should he give this team member? ---------CORRECT ANSWER----- ------------Admin 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? ---------CORRECT ANSWER----------------- Use Save as New to make a copy of the dashboard, then remove the widgets that do not apply Which widget behavior will allow the user to open the sheet or report the data is sourced from? - --------CORRECT ANSWER-----------------Open the data source Which file type cannot be uploaded using the image widget? ---------CORRECT ANSWER-----------------PDF
Which type of user can create or own a sheet in Smartsheet? ---------CORRECT ANSWER-----------------Licensed What permission is required to hide and unhide columns? ---------CORRECT ANSWER-----------------Admin 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? ---------CORRECT ANSWER-----------------When Vivian's sheet is saved Which column type tracks when a row was added to a sheet? ---------CORRECT ANSWER-----------------Created (Date) column Which are the 3 column types that can enable Card View? ---------CORRECT ANSWER-----------------Contact List, Dropdown (Single Select), Symbol 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? ---------CORRECT ANSWER-----------------Formatting Which view must include 2 date columns in order to be displayed? --------- CORRECT ANSWER-----------------Gantt Which file type can you insert in a cell? ---------CORRECT ANSWER-----------------.gif 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? ------- --CORRECT ANSWER-----------------Copy the rows with tasks, then paste them under each webpage Which program files can you import into Smartsheet to create a new sheet? ------- --CORRECT ANSWER-----------------Excel Where can you see the hierarchy in a row? ---------CORRECT ANSWER----------------- Primary Column
