Create and Manage Task Categories
Last updated: October 5, 2026
Task categories streamline the organization and assignment of student requests and internal tasks. By setting up categories, assigning tasks automatically, and embedding relevant forms, administrators can ensure efficient workflows and clear task delegation.
Navigate to the Setup section of the admin portal.
Select Task Management from the Setup sub-categories.
Task management allows you to create, edit, and archive task categories for student requests and internal tasks.
Create a Task Category
Click Add Category to create a new task category.
Enter a name for the category.
Note: Use the checkbox to restrict the category to admin and student staff users. When enabled, this category will not appear as a request option in the resident portal. For example, a Room Inspection category might be used by administrators to assign tasks to RAs but should not be visible to students.
Click Submit to add your new task category.
Task categories are listed in chronological order of date created.
Auto-Assign a Task Category
Click Edit Auto-Assignment to define automatic assignment rules for the category.
Auto-assignment can be directed to an admin portal role type like Room Manager or to a specific profile like Jane Doe.
Tasks will now auto-assign to the appropriate party. If no role or profile is selected, student requests will still generate tasks with no assigned party.
Assign a Task form to a Task Category
Adding a task form allows you to collect specific information related to the task, tailoring the data submission to your needs. Learn more about creating task forms.
Click in the search for a form bar to select a previously created form relevant to your task category.
Choose the task form from the options and click Assign Form to input the form to the student request. Forms can be removed by clicking the red x.
Archive a Task Category
Admins can control the availability and visibility of task categories by marking them as sensitive, admin-only, or archived.
Click the three-dot menu next to a category to adjust its status.
If you want to see previously archived categories, click Show Archived Categories to show or hide any previously archived categories.
Task categories marked as archived, sensitive, or admin-only will be appropriately tagged.
