Content
- Introduction
- Efficient task processing
- Setting up absence
- Useful features and settings
- Integrating partner solutions
Introduction
Structured, efficient task processing is essential for a smooth workflow in task management. By implementing best practices, you can optimize internal processes and increase the satisfaction of your residents.
Efficient task processing
- Fast response times: Make an effort to process incoming tasks promptly to ensure resident satisfaction. Always keep an eye on the status in the overview.
- Clear communication: Use the comment feature to communicate transparently with requesters. Keep them updated on the progress of their requests.
- Prioritization: Assess the urgency of tasks and prioritize accordingly, so important requests are handled first.
- Documentation: Use internal comments to record every step and decision in a task, enabling seamless tracking and hand-over.
- Gather feedback: Once a request has been fully resolved, ask the requester for feedback on your service.
Setting up absence
To make sure tasks keep being handled efficiently while you are away, you can set up an absence with a deputy under Account & Settings.
Steps to set up an absence:
- Open Account & Settings: Click your profile picture or your name to open Account & Settings, then switch to the "Absence" section.
- Set the period: Enter the period of your absence (from/to).
- Set a deputy: In the "Forward emails to" field, select a team member who will take over your tasks while you are away.
- Save: Saving activates the absence immediately – no separate activation switch is needed.
Useful features and settings
- Managing categories: Creating specific categories lets tasks be assigned and processed more efficiently. You can find a guide here.
- Automatic assignment of new tasks: Set up rules to automatically assign new tasks to the responsible people or teams. Find out more here.
- Omnichannel | Web form: Let residents submit requests via a web form that appear directly as tasks in Cockpit. Details can be found here.
- Omnichannel | Email inbox: Incoming emails can be automatically converted into tasks so requests can be handled directly in the Tasks area. Details can be found here.
- Featured and structured request categories: Featured request categories appear at the very top in the app, so residents can classify their request faster, while structured request categories use fixed form fields to streamline data entry and enable more precise processing.
Applying these best practices and using the features described can significantly improve the efficiency and quality of your task processing.
Integrating partner solutions
Extend your task management with our wide range of partner solutions – for example Yarowa for the digital handling of craftsperson assignments.
Visit the Allthings Marketplace for an overview of all available solutions, or contact your Allthings representative for more information.