Tasks and Requests Overview
Last updated: October 5, 2026
Tasks and student requests streamline communication and housing operations, connecting residents with housing staff while managing internal workflows. Students use the resident portal to submit requests, which are categorized and tracked as tasks by administrators. Tasks are created within task categories, providing structure and ensuring efficient assignment and management. These categories also enable tasks to be displayed as requests in the resident portal, helping residents communicate their needs effectively while housing staff coordinate and address both student and internal operational requirements.
Task Categories
Task categories define how tasks are organized and managed within the system. By grouping tasks under categories, administrators can streamline processing and ensure tasks are routed efficiently. Categories offer flexible customization, allowing admins to:
- Create, Edit, and Archive Categories: Adapt task categories to fit evolving administrative needs.
- Configure Assignment Rules: Set categories for automatic or manual task assignment based on workflows.
- Restrict Visibility: Limit access to sensitive categories to specific staff members for proper control and confidentiality.
Learn more about creating task categories here.
Tasks
Tasks are actionable items that support both resident requests and internal operations, serving as a core tool for housing staff and student employees. Resident-related tasks are created when students submit requests through the resident portal, while internal tasks are assigned by administrators to manage housing operations, team collaboration, or project tracking. All tasks are categorized to ensure they follow predefined rules for efficient handling and tracking, whether they involve residents or focus solely on internal workflows. Tasks include a variety of tools to support efficient management:
- Flexibility: Tasks can be used for both internal operations and direct student requests, enabling housing teams to track all aspects of housing management in a single system.
- Status Tracking: Monitor progress with statuses such as pending, in progress, or completed, ensuring accountability and timely resolution.
- Communication Tools: Attach files and communicate directly with residents or other staff, enabling updates and additional information requests.
- Custom Views: Filter and organize tasks to focus on specific types, priorities, or categories for streamlined management.
Learn more about parts of a task here.
Learn more about managing tasks here.
Learn more about viewing and creating custom views for tasks here.
Learn more about assigning tasks to staff or student staff here.