Features

One platform for support and the work behind it

ActionConnect pairs a complete, SLA-backed helpdesk with a full work-management suite over one flexible data model — and models the things campuses actually have: academic terms, departments, and the students, applicants, parents, faculty, and staff you serve.

Platform highlights

The capabilities higher-ed teams reach for most — from SLA-backed tickets and term rollover to boards, automations, and knowledge-base deflection.

Helpdesk that keeps SLAs

A ticket inbox with assignment, tags, canned responses, CSAT fields, and business-hours-aware SLA timers for first response and resolution. Email-to-ticket threads inbound mail automatically, department routing sends tickets to the right team, and an impact × urgency matrix sets priority consistently.

Built for the academic calendar

Academic terms are first-class configuration, not a naming convention. Roll a project into the next term in one click — boards, views, members, milestones, and open tasks come along with dates shifted — and track every requester's affiliation: student, faculty, staff, parent, or applicant.

Multiple views, one dataset

Switch the same project between List, Board (Kanban), Table, Timeline, Calendar, and Workload views. Views are saved configurations — filters, sort, and grouping — not duplicated data, and the Kanban board updates live over WebSockets as teammates drag cards.

Email-to-ticket + intake forms

Capture every request two ways: inbound email becomes threaded ticket conversations automatically, and branching intake forms — embeddable on any campus web page or shared as a public link — collect structured requests with exactly the fields each office needs.

Knowledge base + ticket deflection

Agents author and publish a knowledge base — draft to publish, organized by category — that becomes a shared reference for resolving tickets faster and deflects the repeat questions your offices answer over and over.

No-code automation engine

Build trigger → condition → action rules that fire when tickets and tasks are created or updated: routing, assignment, escalations, and status changes — so the busywork runs itself in the background.

Agile delivery for project teams

Epics, subtasks, a ranked backlog, and sprints with burndown and velocity charts keep delivery honest. Start from Kanban or Scrum project templates — or capture your own setup as a reusable template.

Flexible items and custom fields

Model work your way with 12 configurable column types — status, person, date, timeline, number, formula, dropdown, checkbox, files, link, rating, and dependency — all scoped to your institution.

Dashboards and goals

Build dashboards with a widget builder that aggregates across projects. Tie work to Goals/OKRs with status roll-up, and group projects into Portfolios for executive visibility.

Facilities & asset management

Run campus maintenance as a built-in CMMS: create work orders with custom statuses and numbering, schedule preventive maintenance from templates with recurrence, and plan on Board, List, and Calendar views. Track equipment with maintenance history and downtime, and keep a parts inventory that auto-decrements as parts are used on work orders.

Time tracking and dependencies

Track time against tasks, model blocks/blocked-by dependencies, set milestones, and break work into subtasks — the structure project teams expect, without a second tool.

The full capability map

Everything inside, area by area

Every line below is a shipped capability you can use during your pilot — not a roadmap item.

Helpdesk

A complete service desk for every office on campus — built to answer fast and prove it.

  • Ticket inbox with assignment, threaded conversations, and attachments
  • Business-hours-aware SLA timers for first response and resolution
  • Email-to-ticket: inbound mail becomes threaded conversations automatically
  • Configurable statuses and priorities, per institution
  • Impact × urgency priority matrix for consistent triage
  • Department → team auto-routing for new tickets
  • Canned responses for fast, consistent replies
  • Tags and CSAT fields on tickets
  • Escalate a ticket into a tracked task without losing the thread

Work management

Boards, sprints, timelines, and dashboards — the full toolkit, over one flexible data model.

  • Projects with saved views: List, Board, Table, Timeline, Calendar, Workload
  • Live drag-and-drop Kanban — boards update in real time over WebSockets
  • Sprints with burndown and velocity charts, plus epics and backlog ranking
  • Milestones, task dependencies, and subtasks
  • Goals/OKRs with roll-up and cross-project Portfolios
  • Dashboards with a widget builder
  • Time tracking on tasks
  • 12 custom field types: status, person, date, timeline, number, formula, dropdown, checkbox, files, link, rating, dependency
  • Project templates: Kanban, Scrum, or capture your own project as a template

Built for higher ed

The campus calendar and org chart are modeled in, not bolted on.

  • Academic terms as first-class configuration
  • One-click term rollover: clone a project's boards, views, members, milestones, and open tasks into the next term, with dates shifted
  • Departments with team routing
  • Requester affiliation on every ticket: student, faculty, staff, parent, or applicant

Intake + knowledge base

Capture requests from across campus, and deflect the ones you've already answered.

  • Email-to-ticket: inbound mail becomes threaded conversations automatically
  • Branching intake forms — embeddable on any campus page or shared as a public link
  • Structured fields per form, so requests arrive ready to route
  • Internal, agent-authored knowledge base: draft → publish, organized by category
  • Ticket deflection: the knowledge base answers repeat questions before they reach the queue
  • Knowledge base doubles as a shared reference so agents resolve tickets faster

Facilities & work orders

A campus CMMS built in — schedule maintenance, track equipment, and keep parts stocked alongside your helpdesk.

  • Work orders with custom statuses, priorities, types, and numbering
  • Board, List, and Calendar (month/week/day) views for scheduling work
  • Preventive maintenance scheduling with templates and recurrence
  • Campus → Building → Room location cascade
  • Equipment/asset registry with maintenance history and downtime tracking
  • Parts inventory that auto-decrements as parts are used on work orders
  • Asset inventory and custody tracking with full assignment history
  • Checklists/procedures, comments, and file attachments on work orders

Automation

Rules that actually fire — on every ticket and task create and update.

  • No-code trigger → condition → action rule builder
  • Rules fire on ticket and task creation and updates
  • Automate routing, assignment, escalation, and status changes

Platform & security

Structural isolation and enterprise sign-in, running on Cloudflare's global network.

  • Database-per-institution isolation — your data is structurally separate
  • Single sign-on via OIDC, with Azure Entra ID directory sync
  • Full audit log of key workspace actions
  • Approvals page for ticket approvals and project access requests
  • E-signature contracts — go from pilot to agreement without paper
  • 90-day institutional pilot, then a contract — no card at signup
  • Runs on Cloudflare's global network, encrypted in transit

See it with your own teams

Walk the five-step path from signup to your first term-end rollover, or start a 90-day institutional pilot in your own isolated workspace.