True or False? Once a group is created on a board, you cannot rename it. - answer-False
How many ways can you change the color of a group? - answer-2
Please mark all the relevant use cases for the status column: - answer-Differentiate between items
Display if a task is completed, being worked on, or needs attention
Mark items by priority
Communicate with team members within the status label
What are some of the different ways you can receive notifications from ? - answer-The bell icon
The inbox
Your email inbox
In the phone app
True or False? You can only filter by updates you were mentioned in within the inbox. - answer-False
A date was changed on one of my items and I want to know who changed it. This was the latest change on the item. What is the quickest way to find out? (There may be more than one answer.) - answer-Use the Activity Log in the item to see who last changed the item
Use the Last Updated column to see who last changed the item
I want to view all of the PDF files that I have previously uploaded to my entire account. I can find them in: - answer-Search Everything under My Files
I want to notify everyone on the board that I need help with an item. What is the best way to do this? - answer-Post an update on the item and @mention "everyone on this board"
I added a map view and a chart view to my board. What will be the default view of the board: - answer-Main table view
True or false? Board view names are permanent. I cannot rename them. - answer-False
I have vendors that are not using the platform and I want to send them my chart view. How can I do this without having to share my board? (There may be more than one answer.) - answer-Export the view and send it to them
Broadcast/share the view directly from the board
I manage multiple store locations and I want to differentiate between them on a map view. What is the best way to do this? - answer-Use the different colors of the group to reflect each location on the Map view
The dashboard can be made: - answer-For the main account, shared with guests, or for a private user
True or false? There is no recycle bin for dashboards. - answer-False
I want to be able to see my team's capacity on the tasks they are assigned and if I can assign them more tasks. Which widget should I use? - answer-Workload widget
Please mark all the relevant use cases where you would use the numbers widget: - answer-Track the cost of multiple projects
Track the time spent on all developers' sprints
Admins of the account are (There may be more than one answer.): - answer-The users who opened the account
The users who were added to the admin list by an existing admin
Where can I go to hide weekends from the timeline column? - answer-Admin General Account
True or false? If I change a status label in the Admin section from "Done" to "Nice," it will only be changed for me. - answer-False
What data can I not find on the audit log of the Admin section: - answer-Type of user
True or false? In the admin permissions section, I can choose who can create private boards but not shareable boards. - answer-False
What is the first step in using the Connect Boards feature? - answer-Selecting which two boards you'd like to connect
Which of the following is not a good use case for the dependency column: - answer-When a status can only change when the date of the task has started
Can I link the dependency column to the week column? - answer-No
True or false? The Formula column is only available for Pro tier and above. - answer-True
Please mark all the formula column limitations you can find below: - answer-The Formula column can read data from other column cells, but not from the column summary or any other area of the board
The Formula column will read the board horizontally, meaning that it can not execute calculations vertically
The mirror column can be used for which of the following: - answer-Edit information in a low-level board and the changes will be reflected in the linked boards
Mirroring the status column from one board to another
Which of the following columns are not supported in automations? - answer-Tags
Mirror
Dropdown
Time Tracking
Dependency
Link to Item
Location
World Clock
Phone
File
Week
Link
Country
Team
Vote
When you want to set a dependency automation, you will need to: - answer-Add a date column
When you set a dependency and you have more than one date or timeline column on your board... - answer-You are required to manually select the date or timeline column to link
True or false? Automations carry over when you duplicate boards. - answer-True
True or false? When you make a custom recipe, it can only be used on the current board. - answer-False
I am a Talent Acquisition Expert for an HR department. After an interview, I need to notify the interviewee of the next steps of the recruitment process, and I want the hiring manager to know if the candidate is moving forward or not. I also want to make sure the date when I notified the candidate is logged. What would this automation look like? - answer-When the status changes from "interview 1" to "interview 2" notify "candidate" and notify "hiring manager" and set "date of notification" to today
True or False? You can connect a single Gmail account to a single account (meaning you cannot use the same Gmail connection in two accounts). - answer-True
True or False? To integrate and Outlook inbox, you must have an on-premise Outlook Exchange inbox. - answer-False
True or False? In order to integrate with Salesforce, the user must also have an Enterprise or Unlimited Salesforce subscription. This is a restriction on Salesforce's side - answer-True
Setting up Jira integration is limited to: - answer-Only users that can edit an issue on Jira, but then the integration will continue to use the level of API permissions available to the user who set up the integration
The purpose of the integration column is: - answer-To maintain a connection between the parameters in two different tools ( and an external tool)
apps cannot be a: - answer-Column type
With the Pivot app, I can: - answer-See data from multiple boards
Slice and dice data like in Excel
When you search for an app on the marketplace, where can you find its permissions? - answer-On the tab next to the app description
1. How can they allow team members who didn't participate in the Zoom meeting to view it later? - answer-They can create a "Files" column and upload the recording there
Where can the agenda be shared with the rest of the team so that they can view it and add comments on ? - answer-They can post the agenda in the "Updates" of the item
How can they track the progress of open assignments and action items from the last meeting to follow up on in the next meeting? - answer-Both A and B
Sometimes a client will need an additional "Technical Review" session but the client really prefers not to add more columns to their board. What would you suggest as the best solution? - answer-They can manage the additional sessions using subitems on the relevant clients
How can they track how long it takes from kickoff to the final meeting with each client? - answer-Using automations which add the dates of the start and the end of the process to date columns plus a formula column to work out the time between them
How can the manager be notified when someone in the team completes a task late? How can they know by how much each consultant delayed completion? - answer-BOTH: Set an automation so that when an item is marked as done and the deadline has passed, it will notify the manager. They can see how overdue the task was completed by adding the deadline mode to the expected completion column
Set an automation so that when an item is marked as done and the expected completion date has passed, it will notify the manager. They can see how overdue the task was completed by adding a timeline column and using the timeline widget
It requires a lot of manual work to review each request to determine whether it's a new project request, a change order for an existing project, or a general inquiry. What is the best way to solve this issue? - answer-Add an extra question to the form (status column) in which the request type will be defined as new request, general, or inquiry → Create an automation that will assign a team by request type via status column → Create a view for each team
Each new project request follows a similar list of tasks but right now the team creates a new project board for each approved project, which is time-consuming. How can they improve this to be as efficient as possible? - answer-WRONG: Use one of the existing templates in the marketplace. Then add an automation in the new requests board so when a status changes or a button is pressed, a new board is created from the template. Then make the necessary edits to the project template board.
WRONG: Create an example board and, instead of creating a new board every time there is a new project, just duplicate the existing board
3rd: Create a board with all the columns and tasks needed for any new project→ Set the board as a template→ In the new requests board, set an automation so that when a status changes or a button is pressed in the button column, a new board will be created from the template board
The team would also like to track how much time they spend on general inquiries to see if they need an additional team member to work solely on that. How can they do this? - answer-A or B depending if they want to track days or hours
A: Add a status column that will be changed by the team working on the inquiry to either "working on it," "done," or "stuck" → Add a time tracking column + an automation: "When status changes to working on it start time tracking." + Another automation: 'When status changes to done stop time tracking."
B: Add a status column that will be changed by the team working on the inquiry to either "working on it," "done," or "stuck" → Set an automation that 'When status changes to working on it - set date to today" → Set another automation that "When status changes to done set date to today" → Create a formula column that will count the days between the start date and end date.
What should you always keep in mind when building a workflow? - answer-The customer's end goal
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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.