Podcast
Questions and Answers
Which option in Smartsheet allows you to freeze the top row of a sheet?
Which option in Smartsheet allows you to freeze the top row of a sheet?
What types of files can be imported into Smartsheet to create a new sheet?
What types of files can be imported into Smartsheet to create a new sheet?
Which type of user can create or own a sheet in Smartsheet?
Which type of user can create or own a sheet in Smartsheet?
Where can you see the hierarchy in a row in Smartsheet?
Where can you see the hierarchy in a row in Smartsheet?
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What will automatically be copied down to a new row when adding tasks in Smartsheet?
What will automatically be copied down to a new row when adding tasks in Smartsheet?
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Which column type would be best for showing which of the 4 regions each opportunity is assigned to in Smartsheet?
Which column type would be best for showing which of the 4 regions each opportunity is assigned to in Smartsheet?
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When do the linked cells on the director’s sheet update?
When do the linked cells on the director’s sheet update?
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Which view must include 2 date columns in order to be displayed?
Which view must include 2 date columns in order to be displayed?
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Which takes priority when a sheet has 2 conditional formatting rules?
Which takes priority when a sheet has 2 conditional formatting rules?
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Which column type tracks when a row was added to a sheet?
Which column type tracks when a row was added to a sheet?
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What is the fastest way for Alex to add the tasks to the remaining webpages?
What is the fastest way for Alex to add the tasks to the remaining webpages?
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What can you customize when you insert a hyperlink in a cell?
What can you customize when you insert a hyperlink in a cell?
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Which file type can you insert in a cell?
Which file type can you insert in a cell?
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What permission is required to hide and unhide columns?
What permission is required to hide and unhide columns?
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What is the recommended way to share separate sheets with her team?
What is the recommended way to share separate sheets with her team?
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How can you see all of the cells that have changed after returning from vacation?
How can you see all of the cells that have changed after returning from vacation?
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Study Notes
Smartsheet Features and Functions
- Freezing Rows: Use the "Freeze" option to keep the top row visible when scrolling through a sheet.
- Importable File Types: Smartsheet allows importing Excel files, CSV files, and Google Sheets to create new sheets.
- User Permissions: Only licensed users can create or own a sheet within Smartsheet.
- Hierarchy View: The hierarchy in a row is displayed in the left margin, showing indentation levels of tasks or sub-tasks.
Task Management
- Auto-Copying Features: When adding new tasks, certain columns such as "Due Date" and "Assigned To" will automatically copy down to the new row.
- Column Types for Regions: Use a "Dropdown List" column type to indicate assignments for opportunities across four regions.
Data Collaboration and Updates
- Linked Cell Updates: Linked cells on the director’s sheet update automatically whenever the source data changes.
- Required Views: "Gantt Chart View" requires at least two date columns to be displayed correctly.
Conditional Formatting and Tracking
- Priority of Conditional Formatting: In sheets with multiple conditional formatting rules, the rule higher in the order of priority takes precedence.
- Row Added Tracking: The "Created Date" column type is used to track when a row was added to a sheet.
Efficiency and Customization
- Efficient Task Addition: The fastest way to add tasks to multiple webpages is through the "Batch Edit" function or by using "Copy-Paste."
- Hyperlink Customization: When inserting a hyperlink in a cell, you can customize both the display text and the URL.
Permissions and Sharing
- Permission Levels: A user requires either "Editor" or "Admin" permissions to hide or unhide columns.
- Sharing Sheets: For sharing multiple sheets, it is recommended to create a workspace and share the workspace with the team.
- Tracking Changes: Utilize the "Activity Log" to see all cells that have changed after returning from a vacation.
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Description
Test your knowledge of using Smartsheet for managing work with this 15-question quiz. From formatting options to importing program files, this quiz covers various aspects of using Smartsheet for work management.