Content
- Adding a new category
- Activating or deactivating a category
- Structured and featured request categories
- Important notes
- Internal task categories (Beta)
Categories help you organize tasks efficiently and process them faster. Each task can be assigned to a specific category, enabling structured management in the "Tasks" area.
There are two types of task categories in Cockpit:
- Request categories: Residents choose these categories when they submit a request in the app, and your team chooses them when creating a task. You manage them under Platform settings > Features > "Service Center" (see below).
- Internal task categories: These categories only apply to your team's internal tasks and are not visible to residents. You manage them per company under Companies > "Feature settings" (see section "Internal task categories (Beta)").
"Task categories" is the umbrella term for both types – for example in the field of the same name in role management, where you can assign both request categories and internal task categories to a role.
Adding a new category
- Open the feature settings: Navigate via Administration > Platform settings to the Features of your platform. Select the "Service Center" feature there.
- Add a category: Click "Add a new category" in the "Request categories" section. Enter a unique name and save the category to add it to the list.
- Add translations: After saving, categories can be translated into the app's available languages. Click the language icon next to the category and add the corresponding translations.
Activating or deactivating a category
- To make a category visible to users, click the eye icon next to the category.
- A crossed-out eye icon means the category is deactivated.
- Once the icon is no longer crossed out, the category is active and can be selected when residents submit requests and when tasks are created.
- To permanently delete a category, click the corresponding icon. Deletion is not possible if the category is already used in a task or article, assigned to a role in role management, or automatically assigned to requests received by email (Email inbox).
Structured and featured request categories
You can extend request categories further:
- Structured: A form (JSON schema) is stored for the category. When submitting a request, residents fill in predefined fields, and the information appears in a structured way in the task. To do this, enable the "Structured category (with form)" option for the category.
- Featured: Only a structured category can be featured. It appears at the very top of the app as a separate button when a request is created; the other categories are listed below it in the selection list.
Find out how to set up structured and featured request categories in the article Tasks | Structured and featured request categories.
Important notes
- Accessing the feature settings requires the permission "Platform settings | Manage settings".
- In a task's category selection field, in addition to the request categories managed here, your connector categories are also shown, provided the task was received via the AI phone assistant. Structured request categories (and therefore also featured ones), however, do not appear in this selection field. Manage connector categories in the settings of the respective solution, not in the feature settings.
- Well-structured categories make it easier to automatically assign new tasks to the responsible team members. Find out more in the article Automatic task assignment and role management.
Setting up these features correctly lets you optimize the flow of information and increase efficiency when processing tasks.
Internal task categories (Beta)
Beta: Internal tasks are currently only enabled for selected property management companies.
Internal tasks have their own categories. They are not managed in the platform settings but per company: open Companies, select your company and switch to the "Feature settings" tab > "Internal task categories". This requires admin permissions for the company. Find out more in the article Internal tasks (Beta). You can also assign these categories to a role in role management so that internal tasks are assigned automatically. Find out more in the article Automatic task assignment and role management.