ACTUAL Questions and CORRECT
Answers
True or False? Subitems have to have the same column structures as their parent item. -
CORRECT ANSWER✔✔- False
True or False? Subitems have to have the same column structure as the other subitems on the
board. - CORRECT ANSWER✔✔- True
The board's permissions are on "view only." Who has permission to edit the content on the
board? - CORRECT ANSWER✔✔- Board owners
How do you access content on a main board? (Choose all that apply.) - CORRECT
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? - CORRECT 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? - CORRECT 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? - CORRECT ANSWER✔✔- Open the subscribers'
window and select the crown icon next to the co-worker's name
Where can I find the Updates section? - CORRECT 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? - CORRECT 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
I have a board in the HR workspace but it belongs in the R&D Workspace. How do I move
it? - CORRECT 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? - CORRECT ANSWER✔✔- Request the
board owner to subscribe you to the private board
How many ways can I add a new group? - CORRECT ANSWER✔✔- 3
Which columns can I add to my subitems? - CORRECT ANSWER✔✔- All columns can be
added
How do I communicate on a specific status? - CORRECT 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? - CORRECT 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? - CORRECT 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? - CORRECT 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? - CORRECT ANSWER✔✔- Project workflow
, What would be the instance in a sales pipeline? - CORRECT ANSWER✔✔- Deal
Select some of the questions you should ask yourself before approaching a workflow -
CORRECT 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? - CORRECT ANSWER✔✔- Marketing board
Which methods should you use to build a project workflow? - CORRECT ANSWER✔✔-
Vertical single board
Hybrid with subitems
Which of the following examples would be a data repository use case? - CORRECT
ANSWER✔✔- Digital asset management
What is the difference between a project workflow and a process workflow? - CORRECT
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 - CORRECT ANSWER✔✔- Hybrid
Vertical
Horizontal
Select all the methods that would be appropriate for managing 100 projects. - CORRECT
ANSWER✔✔- Vertical single board
Hybrid with subitems