2024/2025 Questions and Answers with complete
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True or False? Subitems have to have the same column structures as their parent item. -
ANSWER False
True or False? Subitems have to have the same column structure as the other subitems on the
board. - ANSWER True
The board's permissions are on "view only." Who has permission to edit the content on the
board? - ANSWER Board owners
How do you access content on a main board? (Choose all that apply.) - ANSWER Subscribe to
the specific workspace
Subscribe to the specific board
Anyone on the account can access it
What is the default order of workspaces on the left pane? - ANSWER first you will see your own
favorites section, Followed by the workspaces that you are subscribed to (listed in alphabetical
order), and then the main account workspace.
What other options do we have for sorting workspaces? - ANSWER Alphabetically
I am a board owner and I want to add a co-worker to join me as an owner on the same board.
How do I add another board owner? - ANSWER Open the subscribers' window and select the
crown icon next to the co-worker's name
,Where can I find the Updates section? - ANSWER By clicking on the speech bubble icon within
any item on your board
I want to send an update via email so that it will appear in a specific item's update. How should I
do this? - ANSWER Open the item's update section > click "Write updates via email" > copy the
item to clipboard > paste as an email > write the update in the email
I have a board in the HR workspace but it belongs in the R&D Workspace. How do I move it? -
ANSWER In the Workspace menu, right-click on the board name and choose the relevant
Workspace to move it to
How do you access content on a private board? - ANSWER Request the board owner to
subscribe you to the private board
How many ways can I add a new group? - ANSWER 3
Which columns can I add to my subitems? - ANSWER All columns can be added
How do I communicate on a specific status? - ANSWER By clicking on the + sign that appears on
the right-hand corner of any status label when hovered over with the cursor
I want to find all tasks that are "Stuck" across all boards on my account. What is the quickest
way to do this? - ANSWER Search Everything for statuses "Stuck"
A sales team is using this "contacts board" to log their different contacts and information
related to those people. Which type of use case is this? - ANSWER Data repository
A marketing team is using this "creative requests board" to manage and deliver on incoming
requests. Which type of use case is this? - ANSWER Process workflow
, A team is using this board to track and manage tasks to deliver on a project. Which type of use
case is this? - ANSWER Project workflow
What would be the instance in a sales pipeline? - ANSWER Deal
Select some of the questions you should ask yourself before approaching a workflow - ANSWER
What is your use case?
What is the instance?
How many instances are we dealing with?
What are the reporting requirements?
Which of the following is not a use case? - ANSWER Marketing board
Which methods should you use to build a project workflow? - ANSWER Vertical single board
Hybrid with subitems
Which of the following examples would be a data repository use case? - ANSWER Digital asset
management
What is the difference between a project workflow and a process workflow? - ANSWER
Workflow and process are similar but ultimately different and shouldn't be used
interchangeably. A workflow describes a sequence of tasks. A process encompasses more than
just tasks. It broadly covers the tasks, forms, reports, data, and notifications required to move
an item from start to finish.
Select all the ways that we can structure boards - ANSWER Hybrid
Vertical