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Various features and functionalities of the smartsheet platform, including enabling card view, tracking changes, managing collaborators, using filters, setting date-based alerts, importing and exporting data, and leveraging formulas and cell linking. It provides detailed information on how to effectively utilize smartsheet's capabilities for project management, task assignment, and data organization. The document serves as a comprehensive guide for users to maximize the benefits of the smartsheet platform in their work processes.
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In order to enable Card View, your sheet must have a least one of three specific column types. Two of those columns are dropdown list and symbol. What is the third column type? Date column Text/Number column System Generated column Contact List column - Answer: Text/Number column Changes in cell formatting can be used to capture the attention of a user. Which of the following features allows collaborators to see updates since they last viewed the sheet? Conditional formatting Format painter Symbol column type Highlight changes - Answer: Highlight changes
What information is tracked in the Attachments Summary? (select the three that apply) File name Date attached Name of the individual who attached the file Number of downloads - Answer: File name Date attached Name of the individual who attached the file 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 - 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 - Answer: Personal Message Which view must include two date columns in order to be displayed?
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 - Answer: Hidden 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 - 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 Create a filter Send an update request to my collaborators - Answer: Create a filter
Date based alerts help keep collaborators aware of key project dates. Date based alerts can be triggered on a specific date or based off a date in any date column. Which of the following is a possible use case for establishing a date based alert? Samuel wants to automatically inform his boss when the status of a task becomes at-risk Samuel wants to notify all collaborators when a task is over budget Samuel wants to be sent an email five days before the start of each task so he can check in with key collaborators Samuel wants to automatically let external vendors know when a task is not complete - Answer: Samuel wants to be sent an email five days before the start of each task so he can check in with key collaborators Auto-fill is automatically applied by Smartsheet within every sheet. Which two of the following functions does auto-fill perform? Copy manual update requests to generate recurring updates Continue patterns of formatting Apply formulas and adjust cell references to adjacent rows Generate a numeric value based on conditional formatting rules - Answer: Continue patterns of formatting Apply formulas and adjust cell references to adjacent rows The ___________ widget uses a URL or embed code to surface interactive content on a dashboard. Title Report Image Web Content - Answer: Web Content
Calendar Gantt - Answer: Grid and Gantt You can share a collaborator to which two of the following? Folder Workspace Resource View Sheet - Answer: Workspace and Sheet 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 - 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 - 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 - 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 - 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 - 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
Outbound Inbound Source - Answer: Inbound Cell linking is done at which of the following levels? Row Column Sheet Cell - 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 - 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 - 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 - Answer: Excel and PDF Which function will determine the total number of items in a specified range? COUNT() SUM() AVG() CHILDREN() - 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?
A report can be published via which one of the following options? Read Only HTML (light web link) iCal (calendar) Read Only Full (rich web link) Edit by Anyone - Answer: iCal (calendar) Indenting rows will add hierarchy and create relationships between rows. The hierarchy is applied to the entire row, but will only be visible in what part of the sheet? Leftmost column in grid view Primary column System column Row action indicators column - Answer: Primary column Joy is the director of a sales team that manages their pipeline in Smartsheet. Every time an opportunity status is marked as "Closed Lost", reps should provide detail in a column called "Reason Won/Lost". What is an automated way for Joy to ask reps to fill out the "Reason Won/Lost" column if they do not initially do so? Set up an automated approval request any time "Reason Won/Lost" column is left blank. Create a conditional formatting rule that sends a request when a task is marked as "Closed Lost". Automate the workflow via a formula. Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reason Won/Lost" column is blank. - Answer: Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reason Won/Lost" column is blank.
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 - 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" - 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.
It provides increased efficiency as an individual can complete a form submission without leaving the dashboard itself. Users no longer need to be shared to the form to complete a form submission. 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. - 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 - 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 - 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