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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