monday.com Core Builder Certification

How many ways can you change the color of a group?

2

How many ways can I add a new group?

3

When you want to set a dependency automation, you will need to:

Add a date column

Where can I go to hide weekends from the timeline column?

Admin > General > Account

Which columns can I add to my subitems?

All columns can be added

Once I hide the weekends from the timeline, it will affect:

All users' views

What other options do we have for sorting workspaces?

Alphabetically

Who can fill out a form sent from a monday.com account?

Anyone and everyone, just as long as they have access to the shareable link or embedded form.

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?

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

The board's permissions are on "view only." Who has permission to edit the content on the board?

Board owners

How can they track the progress of open assignments and action items from the last meeting to follow up on in the next meeting?

Both A and B

How do I communicate on a specific status?

By clicking on the + sign that appears on the right-hand corner of any status label when hovered over with the cursor

Where can I find the Updates section?

By clicking on the speech bubble icon within any item on your board

I want to share my dashboard automatically with my team on a weekly basis. Where can I find this feature?

Click the "Share" icon located at the top right corner of your dashboard, and click "Schedule email notification"

monday.com apps cannot be a:

Column type

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?

Data repository

What would be the instance in a sales pipeline?

Deal

Please mark all the relevant use cases for the status column:

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

Which of the following examples would be a data repository use case?

Digital asset management

The mirror column can be used for which of the following:

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

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.)

Export the view and send it to them Broadcast/share the view directly from the board

True or False? Once a group is created on a board, you cannot rename it.

False

True or False? Subitems have to have the same column structures as their parent item.

False

True or False? To integrate monday.com and Outlook inbox, you must have an on-premise Outlook Exchange inbox.

False

True or False? You can only filter by updates you were mentioned in within the inbox.

False

True or false? Board view names are permanent. I cannot rename them.

False

True or false? If I change a status label in the Admin section from "Done" to "Nice," it will only be changed for me.

False

True or false? In the admin permissions section, I can choose who can create private boards but not shareable boards.

False

True or false? There is no recycle bin for dashboards.

False

True or false? When you make a custom recipe, it can only be used on the current board.

False

The dashboard can be made:

For the main account, shared with guests, or for a private user

Where can I hide weekends from the timeline?

General > Account

Select all the ways that we can structure boards

Hybrid Vertical Horizontal

What is an important use case of the Board and Automation Ownership tab?

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?

In the Customization section > Boards tab

Where can I find the names and emails of the admins of the account?

In the Users tab of the Admin section

I have a board in the HR workspace but it belongs in the R&D Workspace. How do I move it?

In the Workspace menu, right-click on the board name and choose the relevant Workspace to move it to

When someone fills out a monday form, the responses will by default appear:

In the first group on the board In a group determined by the "Group for answers" section

I want to display my dashboard on an office screen. How can I do this?

In the three-dots menu, click TV mode

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?

Invite the designer as a viewer (read-only)

I added a map view and a chart view to my board. What will be the default view of the board:

Main table view

Which of the following is not a use case?

Marketing board

Can I link the dependency column to the week column?

No

When you search for an app on the marketplace, where can you find its permissions?

On the tab next to the app description

Setting up Jira integration is limited to:

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

I want to send an update via email so that it will appear in a specific item's update. How should I do this?

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 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?

Open the subscribers' window and select the crown icon next to the co-worker's name

Under which section in the Admin Center can I change the settings so that only an Admin can create shareable boards?

Permissions

I want to notify everyone on the board that I need help with an item. What is the best way to do this?

Post an update on the item and @mention "everyone on this board"

A marketing team is using this "creative requests board" to manage and deliver on incoming requests. Which type of use case is this?

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?

Project workflow

At monday.com, what do we call our pre-defined automation flows?

Recipes

How do you access content on a private board?

Request the board owner to subscribe you to the private board

I want to find all tasks that are "Stuck" across all boards on my account. What is the quickest way to do this?

Search Everything for statuses "Stuck"

I want to view all of the PDF files that I have previously uploaded to my entire account. I can find them in:

Search Everything under My Files

With the Pivot app, I can:

See data from multiple boards Slice and dice data like in Excel

What is the first step in using the Connect Boards feature?

Selecting which two boards you'd like to connect

To make sure that everyone who views your board sees the same view upon opening, board owners can:

Set a default view for all board viewers and subscribers

How do you access content on a main board? (Choose all that apply.)

Subscribe to the specific workspace Subscribe to the specific board Anyone on the account can access it

Which of the following columns are not supported in automations?

Tags Mirror Dropdown Time Tracking Dependency Link to Item Location World Clock Phone File Week Link Country Team Vote

How are board views useful for reporting?

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.

Please mark all the formula column limitations you can find below:

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

What are some of the different ways you can receive notifications from monday.com?

The bell icon The inbox Your email inbox In the monday.com phone app

In order to add the mirror column, you'll need to have which column as well:

The connect boards column

What is the dependency column?

The dependency column allows you to define relationships and configure the sequence between items on your board.

When someone submits a form, where will the information show up?

The form submissions will create new items on the board where the form was created

How would you define item "mapping?"

The process of pre-defining specific column data that will be pulled into a new item created by an automation

Admins of the account are (There may be more than one answer.):

The users who opened the account The users who were added to the admin list by an existing admin

1. How can they allow team members who didn't participate in the Zoom meeting to view it later?

They can create a "Files" column and upload the recording there

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?

They can manage the additional sessions using subitems on the relevant clients

Where can the agenda be shared with the rest of the team so that they can view it and add comments on monday.com?

They can post the agenda in the "Updates" of the item

The purpose of the integration column is:

To maintain a connection between the parameters in two different tools (monday.com and an external tool)

Please mark all the relevant use cases where you would use the numbers widget:

Track the cost of multiple projects Track the time spent on all developers' sprints

In the recipe "when status changes to something, notify someone" the status change is considered the _______ of the automation?

Trigger

True or False? Boards can be moved from one workspace to another.

True

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

True

True or False? Subitems have to have the same column structure as the other subitems on the board.

True

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).

True

True or false: even if you change the question field on a form, the column it is connected to will remain the same.

True

True or false? Automations carry over when you duplicate boards.

True

True or false? Only dashboard owners can edit the dashboard, apps, and widgets within the dashboard.

True

True or false? The Formula column is only available for Pro tier and above.

True

What data can I not find on the audit log of the Admin section:

Type of user

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.)

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 manage multiple store locations and I want to differentiate between them on a map view. What is the best way to do this?

Use the different colors of the group to reflect each location on the Map view

Under which section of the Admin Center can I cancel an invitation?

Users

How can they track how long it takes from kickoff to the final meeting with each client?

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

Select all the methods that would be appropriate for managing 100 projects.

Vertical single board Hybrid with subitems

Which methods should you use to build a project workflow?

Vertical single board Hybrid with subitems

Select some of the questions you should ask yourself before approaching a workflow

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 good use case for the dependency column:

When a status can only change when the date of the task has started

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:

When all subitems of an item have the status of something, change the item's status to something

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?

When the status changes from "interview 1" to "interview 2" notify "candidate" and notify "hiring manager" and set "date of notification" to today

What is the difference between a project workflow and a process workflow?

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.

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?

Workload widget

Can I restrict a user from creating an integration specifically with Outlook?

Yes

I invited a user that I no longer want on my account. Can I cancel the invitation?

Yes

When you set a dependency and you have more than one date or timeline column on your board...

You are required to manually select the date or timeline column to link

How can you add a button column automation to your board?

You must first add the Button Column to your board and then add the automation directly from there.

What is the default order of workspaces on the left pane?

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.