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Ignite Share > Smartsheet > Flashcards

Smartsheet Flashcards

1
Q

What is a Grid Sheet in Smartsheet?

A

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.

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2
Q

What is a Project Sheet in Smartsheet?

A

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

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3
Q

What is a Card View Sheet in Smartsheet?

A

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

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4
Q

What is a Calendar Sheet in Smartsheet?

A

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

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5
Q

What is a Forms-Driven Sheet in Smartsheet?

A

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.

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6
Q

What is a Row Report in Smartsheet?

A

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.

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7
Q

What is a Summary Report in Smartsheet?

A

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.

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8
Q

What is a Cross-Sheet Report in Smartsheet?

A

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.

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9
Q

What is an Executive Dashboard in Smartsheet?

A

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

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10
Q

What is a Project Dashboard in Smartsheet?

A

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

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11
Q

What is a Team Dashboard in Smartsheet?

A

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

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12
Q

What is an Interactive Dashboard in Smartsheet?

A

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.

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13
Q

What does the Star Icon represent in Smartsheet?

A

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

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14
Q

What does the Lock Icon represent in Smartsheet?

A

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

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15
Q

What does the Paperclip Icon represent in Smartsheet?

A

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

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16
Q

What does the Comment Bubble Icon represent in Smartsheet?

A

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

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17
Q

What does the Clock Icon represent in Smartsheet?

A

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

18
Q

What does the Checkmark represent in Smartsheet?

A

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

19
Q

What does the Flag Icon represent in Smartsheet?

A

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

20
Q

What does the Alert Bell Icon represent in Smartsheet?

A

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

21
Q

What does the Person Icon represent in Smartsheet?

A

The Person Icon represents the user or task assignee.

22
Q

What are Automated Alerts in Smartsheet?

A

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

23
Q

What are Update Requests in Smartsheet?

A

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

24
Q

What are Approval Workflows in Smartsheet?

A

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

25
Q

What are Comments in Smartsheet?

A

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

26
Q

What are Attachments in Smartsheet?

A

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

27
Q

What is Sharing in Smartsheet?

A

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

28
Q

What are Formulas in Smartsheet?

A

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

29
Q

What is Conditional Formatting in Smartsheet?

A

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

30
Q

What is a best practice for using templates in Smartsheet?

A

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

31
Q

What is a best practice for updating dashboards in Smartsheet?

A

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

32
Q

What is a best practice for using automation in Smartsheet?

A

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

33
Q

What is a best practice for using reports in Smartsheet?

A

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

34
Q

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

A

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

35
Q

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

A

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?

36
Q

What is Resource Management in Smartsheet?

A

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

37
Q

What integrations does Smartsheet support?

A

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

38
Q

How can you customize dashboards in Smartsheet?

A

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

39
Q

How can you use Data Visualization in Smartsheet?

A

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

40
Q

What is a Smartsheet learning path?

A

Create a grid or project sheet

Build reports
Create a dashboard
Automate workflows
Practice formulas
Share sheets for collaboration

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