Smartsheet

Question 1

What is a Grid Sheet in Smartsheet?

Answer 1

A Grid Sheet is similar to a traditional spreadsheet where you enter and manage your project’s data. It allows attachments, comments, and automation.
Use Case: Task tracking, project plans, data management.

Question 2

What is a Project Sheet in Smartsheet?

Answer 2

A Project Sheet is designed specifically for project management with a Gantt chart view, task dependencies, and timelines.
Use Case: Managing tasks, timelines, dependencies.

Question 3

What is a Card View Sheet in Smartsheet?

Answer 3

A Card View Sheet provides a Kanban-style view for tasks displayed as cards, ideal for visual task management.
Use Case: Agile project management.

Question 4

What is a Calendar Sheet in Smartsheet?

Answer 4

A Calendar Sheet displays tasks and deadlines in a calendar format, useful for scheduling.
Use Case: Event planning, timeline management.

Question 5

What is a Forms-Driven Sheet in Smartsheet?

Answer 5

A Forms-Driven Sheet collects data via forms and stores it in a grid sheet automatically.
Use Case: Survey responses, intake forms, sign-up management.

Question 6

What is a Row Report in Smartsheet?

Answer 6

A Row Report displays specific rows from one or more sheets based on filter criteria (e.g., incomplete tasks, tasks assigned to a user).
Use Case: Aggregating task lists across multiple sheets.

Question 7

What is a Summary Report in Smartsheet?

Answer 7

A Summary Report uses summary fields from sheets to give high-level overviews (e.g., total budgets, task completion rates).
Use Case: Project health summaries, budget tracking.

Question 8

What is a Cross-Sheet Report in Smartsheet?

Answer 8

A Cross-Sheet Report combines data from different sheets to show a unified view of tasks or metrics.
Use Case: High-level reporting from multiple sources.

Question 9

What is an Executive Dashboard in Smartsheet?

Answer 9

An Executive Dashboard provides high-level project or business metrics using KPIs, charts, and summaries.
Use Case: Tracking performance and progress for executives.

Question 10

What is a Project Dashboard in Smartsheet?

Answer 10

A Project Dashboard focuses on detailed project metrics like Gantt charts and progress bars.
Use Case: Managing milestones, timelines, and progress in a project.

Question 11

What is a Team Dashboard in Smartsheet?

Answer 11

A Team Dashboard tracks team performance and workload, offering a team-level view of productivity.
Use Case: Monitoring team productivity and balancing workloads.

Question 12

What is an Interactive Dashboard in Smartsheet?

Answer 12

An Interactive Dashboard allows users to drill down into data, interact with filters, and link to more detailed reports.
Use Case: Self-service reporting, exploring detailed data.

Question 13

What does the Star Icon represent in Smartsheet?

Answer 13

The Star Icon marks sheets or reports as favorites for quick access.

Question 14

What does the Lock Icon represent in Smartsheet?

Answer 14

The Lock Icon indicates that a row or column is locked and not editable without permissions.

Question 15

What does the Paperclip Icon represent in Smartsheet?

Answer 15

The Paperclip Icon shows that an attachment has been added to a row.

Question 16

What does the Comment Bubble Icon represent in Smartsheet?

Answer 16

The Comment Bubble Icon denotes that comments are attached to the row.

Question 17

What does the Clock Icon represent in Smartsheet?

Answer 17

The Clock Icon shows a pending automated workflow or time-based alert.

Question 18

What does the Checkmark represent in Smartsheet?

Answer 18

The Checkmark is used in checkbox columns to signify task completion.

Question 19

What does the Flag Icon represent in Smartsheet?

Answer 19

The Flag Icon marks a row or task for priority or special attention.

Question 20

What does the Alert Bell Icon represent in Smartsheet?

Answer 20

The Alert Bell Icon indicates reminders or alerts are set for a row.

Question 21

What does the Person Icon represent in Smartsheet?

Answer 21

The Person Icon represents the user or task assignee.

Question 22

What are Automated Alerts in Smartsheet?

Answer 22

Automated Alerts trigger alerts or reminders based on specific actions (e.g., due dates, task completion).

Question 23

What are Update Requests in Smartsheet?

Answer 23

Update Requests automatically ask users for updates when certain criteria are met.

Question 24

What are Approval Workflows in Smartsheet?

Answer 24

Approval Workflows set up processes where approvals are required before a task or item can proceed.

Question 25

What are Comments in Smartsheet?

Answer 25

Comments allow team members to leave notes on specific rows for collaboration.

Question 26

What are Attachments in Smartsheet?

Answer 26

Attachments allow files to be uploaded to rows for quick reference.

Question 27

What is Sharing in Smartsheet?

Answer 27

Sharing allows sheets, reports, and dashboards to be shared with others with specified permissions (view, edit, etc.).

Question 28

What are Formulas in Smartsheet?

Answer 28

Formulas are similar to Excel and allow calculations across rows and columns (e.g., SUM, IF, VLOOKUP).

Question 29

What is Conditional Formatting in Smartsheet?

Answer 29

Conditional Formatting automatically changes the appearance of rows or cells based on conditions (e.g., overdue tasks are highlighted).

Question 30

What is a best practice for using templates in Smartsheet?

Answer 30

Use pre-built templates for project management, task tracking, and more to save time and standardize processes.

Question 31

What is a best practice for updating dashboards in Smartsheet?

Answer 31

Ensure dashboards are dynamic and pulling the latest data from sheets and reports regularly.

Question 32

What is a best practice for using automation in Smartsheet?

Answer 32

Set up reminders, alerts, and workflows to reduce manual tasks and follow-ups.

Question 33

What is a best practice for using reports in Smartsheet?

Answer 33

Use reports to filter necessary data and provide consolidated views for your team.

Question 34

What is a best practice for training team members in Smartsheet?

Answer 34

Ensure team members understand collaboration features like comments, attachments, and notifications.

Question 35

What questions should you ask when designing a dashboard in Smartsheet?

Answer 35

What is the primary purpose? Who is the intended audience? What key metrics should be displayed? How frequently will it be updated? What are the most critical data points to visualize? Should interactive elements be included? Should explanations or glossaries be included?

Question 36

What is Resource Management in Smartsheet?

Answer 36

Resource Management tracks and manages resources (e.g., team members, equipment) to ensure balanced workloads.

Question 37

What integrations does Smartsheet support?

Answer 37

Smartsheet integrates with tools like Microsoft Office, Google Workspace, and Salesforce.

Question 38

How can you customize dashboards in Smartsheet?

Answer 38

Use widgets to add charts, links, reports, and metric summaries to customize dashboards.

Question 39

How can you use Data Visualization in Smartsheet?

Answer 39

Use charts (e.g., bar charts, pie charts) to visually represent data, making it easier to interpret.

Question 40

What is a Smartsheet learning path?

Answer 40

Create a grid or project sheet Build reports Create a dashboard Automate workflows Practice formulas Share sheets for collaboration