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monday.com Core Builder Certification
I want to notify everyone on the board that I need help with an item. What is the best way to do this? - CORRECT 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: - CORRECT ANSWER-Main table view True or false? Board view names are permanent. I cannot rename them. - CORRECT 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.) - CORRECT 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? - CORRECT ANSWER-Use the different colors of the group to reflect each location on the Map view The dashboard can be made: - CORRECT ANSWER-For the main account, shared with guests, or for a private user True or false? There is no recycle bin for dashboards. - CORRECT 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? - CORRECT ANSWER-Workload widget Please mark all the relevant use cases where you would use the numbers widget: - CORRECT ANSWER-Track the cost of multiple projects Track the time spent on all developers' sprints 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 email 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? True or False? Subitems have to have the same column structures as their parent item.
To make sure that everyone who views your board sees the same view upon opening, board owners can: - CORRECT ANSWER-Set a default view for all board viewers and subscribers When someone fills out a monday form, the responses will by default appear: - CORRECT ANSWER-In the first group on the board In a group determined by the "Group for answers" section How are board views useful for reporting? - CORRECT ANSWER-The Board Views will allow you to see your data in one form while with a Dashboard, you can display different widgets to see your data in multiple ways. The board views will let you display your data in one single configuration. True or false? Only dashboard owners can edit the dashboard, apps, and widgets within the dashboard. - CORRECT ANSWER-True I want to display my dashboard on an office screen. How can I do this? - CORRECT ANSWER-In the three-dots menu, click TV mode I want to share my dashboard automatically with my team on a weekly basis. Where can I find this feature? - CORRECT ANSWER-Click the "Share" icon located at the top right corner of your dashboard, and click "Schedule email notification" Who can fill out a form sent from a monday.com account? - CORRECT ANSWER- Anyone and everyone, just as long as they have access to the shareable link or embedded form. When someone submits a form, where will the information show up? - CORRECT ANSWER-The form submissions will create new items on the board where the form was created True or false: even if you change the question field on a form, the column it is connected to will remain the same. - CORRECT ANSWER-True Where can I find the names and emails of the admins of the account? - CORRECT ANSWER-In the Users tab of the Admin section Under which section in the Admin Center can I change the settings so that only an Admin can create shareable boards? - CORRECT ANSWER-Permissions What is an important use case of the Board and Automation Ownership tab? - CORRECT ANSWER- If someone is no longer a user on the account and needs to pass ownership to another user If someone leaves the account and a board is left without a board owner
I want the status labels on all boards of my account to read "Draft," "Review," and "Final." Where in the Admin section can I set this up? - CORRECT ANSWER-In the Customization section > Boards tab I am working with a new design team and I would like to invite the designer to my account, but I do not want the designer to be able to edit boards and workspaces. What should I do? - CORRECT ANSWER-Invite the designer as a viewer (read-only) I invited a user that I no longer want on my account. Can I cancel the invitation? - CORRECT ANSWER-Yes Under which section of the Admin Center can I cancel an invitation? - CORRECT ANSWER-Users Can I restrict a user from creating an integration specifically with Outlook? - CORRECT ANSWER-Yes Where can I hide weekends from the timeline? - CORRECT ANSWER-General > Account Once I hide the weekends from the timeline, it will affect: - CORRECT ANSWER-All users' views At monday.com, what do we call our pre-defined automation flows? - CORRECT ANSWER-Recipes In the recipe "when status changes to something, notify someone" the status change is considered the _______ of the automation? - CORRECT ANSWER-Trigger How would you define item "mapping?" - CORRECT ANSWER-The process of pre- defining specific column data that will be pulled into a new item created by an automation Automating the process of changing a parent item's status to "Done" when all of its subitems are marked as "Done" can be really useful in streamlining a workflow. The recipe to use for this would be: - CORRECT ANSWER-When all subitems of an item have the status of something, change the item's status to something What is the dependency column? - CORRECT ANSWER-The dependency column allows you to define relationships and configure the sequence between items on your board. How can you add a button column automation to your board? - CORRECT ANSWER- You must first add the Button Column to your board and then add the automation directly from there.
What data can I not find on the audit log of the Admin section: - CORRECT ANSWER- Type of user True or false? In the admin permissions section, I can choose who can create private boards but not shareable boards. - CORRECT ANSWER-False What is the first step in using the Connect Boards feature? - CORRECT ANSWER- Selecting which two boards you'd like to connect Which of the following is not a good use case for the dependency column: - CORRECT 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? - CORRECT ANSWER-No True or false? The Formula column is only available for Pro tier and above. - CORRECT ANSWER-True Please mark all the formula column limitations you can find below: - CORRECT 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: - CORRECT 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? - CORRECT 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: - CORRECT ANSWER-Add a date column When you set a dependency and you have more than one date or timeline column on your board... - CORRECT ANSWER-You are required to manually select the date or timeline column to link True or false? Automations carry over when you duplicate boards. - CORRECT ANSWER-True True or false? When you make a custom recipe, it can only be used on the current board. - CORRECT 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? - CORRECT 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 monday.com account (meaning you cannot use the same Gmail connection in two monday.com accounts). - CORRECT ANSWER-True True or False? To integrate monday.com and Outlook inbox, you must have an on- premise Outlook Exchange inbox. - CORRECT 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
- CORRECT ANSWER-True Setting up Jira integration is limited to: - CORRECT 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: - CORRECT ANSWER-To maintain a connection between the parameters in two different tools (monday.com and an external tool) monday.com apps cannot be a: - CORRECT ANSWER-Column type With the Pivot app, I can: - CORRECT 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? - CORRECT ANSWER-On the tab next to the app description
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? - CORRECT 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? - CORRECT ANSWER-The customer's end goal Managing deadlines: We know that a task takes X days to complete, but design takes three days. In order to ensure the team always deliver on time, how can we also show on the board the content team's deadline as X-3 days without adding it manually? - CORRECT ANSWER-We can calculate the content team's deadline using a formula column If we use the formula column as a due date instead of a date column, what functionality will we be missing? - CORRECT ANSWER-We miss out on all automations functionalities, as the formula column is not supported by automations If we use the formula column as a due date instead of a date column, how can we still receive automated reminders that the due date is approaching for the content and creative teams? - CORRECT ANSWER-BOTH: We can create a workaround using automations. We will take the requester's due date and use the following recipe: "When date arrives notify someone." We can define the number of days before "date arrives" in such a way that it will be just in time for the design team to start working on their part We can create a workaround using automations. We will take the requester's due date and use the following recipe: "When date arrives, and status is something, notify someone." We can define the number of days before "date arrives" in such a way that it will be just in time for the design team's deadline. We can trigger the notification only if
the status is "not done." This way the content and design teams will not receive irrelevant notifications. How can we notify the requester that his request is completed? - CORRECT ANSWER- Use the Gmail/Outlook integration to notify the requester once design is done using an automated process The project kickoff stage is where... - CORRECT ANSWER-WRONG: ALL THE ABOVE Try: You get an opportunity to establish common goals and align on the purpose of completing the work Set roles and responsibilities across the team and bring up any dependencies and blockers during... - CORRECT ANSWER-WRONG: The implementation stage Try: Kickoff Some key takeaways you should get from the kickoff call are... - CORRECT ANSWER- Try: Who the key stakeholders are What the next steps are What the project plan looks like During a kickoff call, you will outline the purpose of the project, dive into details and... - CORRECT ANSWER-WRONG: Allocate tasks and resources to specific stakeholders Try: During the kickoff call, set the roles and responsibilities across the team and bring up any dependencies and blockers. Confirm the testing and deployment processes and cover the process of a change request. This is an important time to initiate the project's planning and iron out and finalize all details such as project timeline, project management methodology, success measurement, and more. During the kickoff call, make sure the client spends more than __% of the time doing the talking while you do the listening. - CORRECT ANSWER-WRONG: 25% Try: Make sure the client spends more than 50% of the time doing the talking Some of the key objectives of the kickoff call include all of the following except... - CORRECT ANSWER-WRONG: Agree on the success criteria and high-level timelines Try: Schedule a discovery session and midway sync Ensure access to the pre-discovery questionnaire(s)and Project Planning board Agree on the success criteria and high-level timelines True or false: YOU should define the customer's goals and outcome - CORRECT ANSWER-False All of the following are key metrics of a project's success except: - CORRECT ANSWER-X% of users have created a dashboard
