UniMetric · Calls and consulting
Consultant desk: my cases, today's tasks and deadlines
Each morning the consultant sees one page: cases waiting on them, upcoming university deadlines, today's meetings and the tasks the system created from each case stage.
The UniMetric consultant desk and tasks module is the consultant's daily work page: assigned cases with stage and last action, automatic tasks from case stages (for example «send documents before the 15 January deadline»), upcoming university deadlines, today's meetings, and each consultant's workload for the manager.
Interactive recreation
Today's tasks
Tick the tasks.
What is inside
- My cases with stage, last action and next action
- Automatic tasks from the case stage and university deadline
- Deadlines in the next 7 and 30 days in one list
- Today's meetings with the online meeting link
- Consultant workload for case distribution
- A «waiting on applicant» flag so tasks do not turn red for nothing
On the phone
The consultant desk on the phone has three tabs: Today, Cases, Deadlines; swipe a task right for Done and left for Tomorrow.
Today's tasks
Tick the tasks.
Topics on this page
- consultant desk
- consultant task management
- university deadlines
- case follow-up
- consultant workload
- education consultant software
Questions we hear a lot
Who creates the tasks?
Most are created by the system from the case stage and the university deadline; the consultant adds only special tasks by hand.
What does the manager see?
Open cases per consultant, overdue tasks and deadlines at risk; never the content of private notes.