Content
- Introduction
- Guide in Cockpit
- Information in the Help Center
- Required permissions
- Task management features
- Benefits of task management
- Example of task processing
Introduction
The Tasks area in the Allthings Cockpit is your central hub for all requests created via the app's Service Center or the Email inbox and Web form sources. It enables direct exchange between property management and residents by handling all requests as tasks.
Guide in Cockpit
The Assistant in Cockpit provides a guide that familiarizes you with the Tasks area and walks you through the various features. You can start the guide either via the Assistant in Cockpit or, if you are already logged in to Cockpit, via this link.
Information in the Help Center
The Help Center offers detailed guides and best practices for using the Tasks area.
- Tasks | Best practice
- Tasks | Task overview and status
- Tasks | Searching and filtering tasks
- Tasks | Access to requests via direct link, no login required
- Tasks | Creating tasks
- Tasks | Editing tasks
- Tasks | Creating and managing categories
- Tasks | Canned responses
- Tasks | Automatic task assignment and role management
- Tasks | Structured and featured request categories
- Tasks | Omnichannel | Web form
- Tasks | Omnichannel | Email inbox
- Tasks | Printing or saving tasks
Do you want to know where residents find the feature in the app and how it is displayed?
These resources help you get the most out of the Tasks area.
Required permissions
Specific roles are required to access and configure task management:
- Task management | Manage tasks (Team member): This permission is mandatory for standard access to the Tasks area and to work on tasks.
- Task management | Manage external tasks: Assign this role to team members from external third parties to restrict their access to assigned tasks.
- Platform settings | Manage settings: This role is required to adjust the request categories and to create structured request categories.
- Core data | Manage core data: Required to access core data management, where roles are assigned to individual properties or buildings.
- Companies | Manage team members: Required for role management itself, and to unlock the assignment field for a role in core data – the basis for automatically assigning tasks to the responsible people.
Task management features
- Task management: All incoming requests are recorded as tasks, enabling structured processing and tracking.
- Communication: The system fosters direct dialogue between property management and residents, allowing issues to be resolved efficiently.
- Status tracking: Various status indicators let both team members and requesters check the progress of their requests at any time.
Benefits of task management
- Increased efficiency: Bundling all requests centrally optimizes processes and shortens processing times.
- Transparency: Both property management and residents have visibility into the current status of requests at all times, which builds trust.
- Traceability: Every step and communication is documented, creating a complete history for every request.
The Tasks area is therefore an indispensable tool for effective, transparent management.
Example of task processing
Request: A resident reports via the "Service Center" that the heating in their apartment is not working.
Step 1 – Task creation: The request is automatically recorded as a task in Cockpit and given a unique task number.
Step 2 – Assignment and processing: The task is assigned to the responsible team member, who reviews the request and initiates the appropriate action.
Step 3 – Communicating with residents: The team member keeps the resident informed about the progress and arranges an appointment for the repair if needed.
Step 4 – Closing the task: Once the repair has been completed successfully, the task is marked "Closed" and the resident receives a notification that the request has been resolved.
This structured approach ensures that requests are handled and documented efficiently in the Tasks area.