Tr - Expert Assistant

Notes are attached to the workflow processes as a conversation for that workflow.

• True

• False

You would set up starting Expert Assistant automatically and in the system tray through:

• Settings

• Help

• Expert Suite

• Processes

Tasks can be filtered by:

• Important

• Manage by Task

• Manage by User

• All of the Above

The _________________ feature displays the progress of a workflow process.

The ____________ portion of Expert Assistant is for accessing workflow tasks and processes.

• Search Topics

• Inbox

• Expert Suite

• Settings

Which of the following is not an option for Processes:

• Reassigned Processes

• Completed Processes

• Cancelled Processes

• Faulted Processes

If there is a Client, Matter or Employee which you need to access often, it is best to use the ___________ feature.