7. Task Management Overview
Match the Visual Task Board type: - Guided - Flexible - Freeform With its corresponding description: - Based on field values from record lists. Records update when cards are moved - Based on field values from record lists. Records do not update when cards are moved - Not based on field values from record lists. Records do not update when cards are moved
Guided boards are based on fields values from record lists and records update when cards are moved. Flexible boards are based on fields values from record lists and records do not update when cards are moved. Freeform boards are not based on field values from record lists, and records do not update when cards are moved.
4. Which of the following best describes Tasks? Select 3 Answers from the below options. - Tasks lead to quicker resolution times - Tasks can only be performed once - Tasks are repeatable processes - Tasks minimize the possibility of human error
Tasks are repeatable processes that minimize the possibility of human error and lead to quicker resolution times.
3. Which tab contains the Activity Stream for a task? O Conflicts O Notes O Related Records O Resolution Information
The Notes tab contains the Activity Stream for a task.
1. Which of the following is a best practice when configuring Assignment Rules or Predictive Intelligence? Select 4 Answers from the below options. - Setting an Assignment group and User based on Category and Subcategory - Setting a User based on Category and Subcategory - Setting an Assignment group and User based on the Short description - Setting an Assignment group based on Category and Subcategory - Setting an Assignment group based solely on Subcategory (Category None)
When configuring Assignment Rules or Predictive Intelligence it is best practice to: • Set an Assignment group and User based on the Short description • Set an Assignment group based on Category and Subcategory • Set an Assignment group and User based on Category and Subcategory • Setting a User based on Category and Subcategory You should not set an Assignment group based solely on Subcategory (Category—None). The customer will not see the Subcategory with a Category set to None.
Match the following term: - Work notes - Additional comments - Activities Only with its corresponding description: - Only visible to those who can view the task - Visible to the customer (caller) - Read-only entries made when records are created or updated
Work notes are only visible to those who can view the task. Additional comments are only visible to the customer (caller). Activities are read-only record entries.
2. Which of the following are ways to collaborate with team members on Tasks? Select 4 Answers from the below options. - User presence - Additional comments - Activity stream - Connect chat - Comments
You can collaborate on tasks with user presence, activity stream, comments, and Connect chat. Additional comments are intended for the customer to view.
