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Various features and functionalities of the smartsheet platform, including gantt charts, data linking, column types, conditional formatting, alerts, attachments, and publishing. It provides guidance on how to effectively utilize smartsheet for project management, task tracking, and collaboration. Topics such as creating and managing sheets, reports, and dashboards, as well as understanding the different column types and their use cases. It also delves into advanced features like formulas, cell history, and card view. Overall, the document serves as a comprehensive introduction to the smartsheet platform and its capabilities, making it a valuable resource for users looking to optimize their smartsheet experience.
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Which is used when writing a formula to automate a checking a box, raising a flag, or filling in of a star?
a. 1 b. 100% c. Return d. Yes
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
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
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
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
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()
b. CHILDREN()
(all rows under a parent row are considered children rows)
Which column type would be best for tracking when a row was added to a sheet?
a. Date column b. Created (Date) System column
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 b. Text/Number column c. Date column d. System Generated column
a. Contact List column
(Card View is driven by the drop-down list, symbol, and contact list column types that offer multiple selections. These different selection options create the lanes in which to drop your cards)
What symbols must be placed around a column name in a formula if the name includes a space, special characters, or numbers?
a. () Parenthesis b. [] Square brackets c. <> Angle brackets d. {} Curly brackets
b. [] Square brackets
(helps formula recognize full column name with spaces/special characters/numbers as one full name to keep formula parseable)
Which column type would be best for assigning tasks to individual team members?
a. Created by System column b. Dropdown List column c. Contact List column d. Text/Number column
c. Contact List column
(Contact List enables Resource Views to also capture the tasks assigned using this column type)
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
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}#
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. *
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])
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)
The ___________ widget uses a URL or embed code to surface interactive content on a dashboard.
Title Report Image Web Content
Web Content
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
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
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
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
[ ] 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
Personal Message
Which view must include two date columns in order to be displayed?
Card Gantt Calendar Grid
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
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
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.
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
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
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
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
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
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
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
Form, Published dashboard, and Update request
Which three of the following file types can be uploaded using the image widget?
PDF PNG GIF JPEG
PNG, GIF, JPEG
How can you add more fields to your report beyond what fields are used as criteria?
From the File menu select Add More Columns In the Report Builder, click the Columns button and select additional columns Add a column to a source sheet. This new column will automatically be displayed in the report. In the toolbar, click the Report Tool and select additional criteria
In the Report Builder, click the Columns button and select additional columns
What is the name for the type of link that contains data linked from another sheet? (Note: This is designated with a blue arrow on the right side of the cell).
Destination Outbound
Alerts Format painter
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"
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.
Create an alert to notify yourself when a new row has been added to the sheet.
The "Send..." action, available from the row menu, allows you to provide a view-only version of one or more rows to anyone you specify. Which two of the following options can be customized?
File format of the rows (PDF or Excel) Custom message to recipient Delivery recurrence (once, every hour, every day, etc.) Columns included
Custom message to recipient and columns included
Which feature allows licensed collaborators [with at least Editor permissions] to audit changes made to the sheet?
Conditional formatting Activity log View cell history Highlight changes
Activity Log
How can a user modify a report to get different results?
Add/delete rows from the report Apply conditional formatting to the report Change the criteria in the Report Builder Select Edit Report from the File menu
Change the criteria in the Report Builder
What is a key benefit to embedding a form on a dashboard via the web content widget?
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.
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
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
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() SUM() AVG() CHILDREN()
Orientation Date range
Scaling
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
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
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.
Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reas
What can be added to a dashboard to help users understand the data on a dashboard?
Text labels
Which option would allow someone to view a report if they are not shared to the underlying sheet(s)?
Add the report to a dashboard by using the Report Widget
Which file type cannot be uploaded using the image widget?
Which two views of a row report can be displayed on a dashboard using the report widget?
Grid, Gantt
What is the default label for the data in a metric widget?
Column name
Which dashboard widget type would be best to show a live updating budget number of a project?
Metric
How is embedding a form on a dashboard via the web content widget effective?
It allows an individual to complete a form submission without leaving the dashboard
Which widget behavior will allow the user to open the underlying sheet or report?
Open the data source
What symbol notes the beginning of a formula?
=
Which formula is the most scalable way to count the indented rows under "Carl Jackson", knowing that you will be adding additional rows within this hierarchy?
=COUNT(CHILDREN())
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?
[Budget Total]#
When adding a cell link to a sheet, which can be the source of the data?
Cell(s) in a sheet
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?
Conditional formatting
Which is used when writing a formula to automate checking a box, raising a flag, or filling in of a star?
1
Which column type would be best for assigning tasks to individual team members?
Contact List column
What symbols must be placed around a column name in a formula if the name includes a space, special characters, or numbers?
[ ] Square brackets
Which view must include two date columns in order to be displayed?
What is the lowest permission level you need to edit data from a report?
Editor
What will happen to the column headers on the sheet when form fields are removed from the form?
The column headers will remain on the sheet
Forms can be used to collect information from individuals inside or outside your organization. Which two use cases could a form support?
Survey Responses & Marketing Requests
Which two options enable you to add more columns to your report?
What is the lowest permission level you need to create a form?
Admin
Which form field option allows you to input a default value so that the form can input sheet data without requiring the form submitter to create it or see the field?
Hidden
What Forms feature lets you reveal specific fields in a form based on the answers to other questions?
Conditional Logic
What is the best approach to providing a collaborator viewer access to only a subset of data that is tracked on a sheet?
Publish a report and give them the link
What is the reason to create a current user report?
The Current User filter allows collaborators to see only the tasks they are assigned to
Which of the following is a way to provide access to a form?
Email the form directly from Smartsheet
Which feature in a sheet allows you to set criteria to only show certain rows while hiding all others?
Filters
How can a user modify a report to get different results?
Change the filter criteria
A user has opened a report that you shared to them but does not see any data. Which is a reason why that might occur?
The user is not shared to any sheets that the report is pulling data from
Which allows you to quickly identify and review the changes that have been made to a sheet?
Highlight changes
Which is helpful when you need to share a number of items with the same group of people?
Workspace
The "Send..." action, available from the row menu, allows you to provide a view-only version of one or more rows to anyone you specify. Which two options can be customized?
Columns included & custom message to recipient
What information is tracked for each attachment?
Date attached, File Name, Name of the individual who attached the file
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?
Personal message
When viewing cell history, which three actions are displayed?
When the change was made, What information was entered in the cell, Who made a change
What is the minimum permission level you need to add or edit the options available in the Column Properties section of a dropdown list column?
Admin
Which type of user can create or own a sheet in Smartsheet?
Licensed user
You can share a collaborator to which two of the following?
Sheet, Workspace
Which feature allows licensed collaborators with proper permissions to audit and export changes made to the sheet?
Activity log
Both sharing and publishing are features that can be used to give view only access to a sheet. What is the difference between sharing a sheet as a viewer and sending a published link?
Viewing a shared sheet requires a collaborator to log in, viewing a published sheet may not
Which is a possible use-case for establishing an alert with a date as the trigger?
You want to be sent an email five days before the start of each task so that you can check in with key collaborators