✅ Finance & Admin

Campus follow-ups that do not die in chat

Task Manager turns admissions callbacks, fee escalations, and ops chores into owned tasks with due dates, reminders, and completion proof.

Tasks Owners Follow-ups
Owners on every task
Due dates with reminders
Links to CRM/fee records
The problem

Why work disappears between departments

“Please follow up” on WhatsApp has no owner, no due date, and no proof it happened.

No owner

Everyone thought someone else called the parent.

No deadline

Tasks float until complaints arrive.

No context

Staff reopen five screens to understand the issue.

No report

Leaders cannot see open vs overdue work.

Capabilities

What this module actually does

Operational depth your team will use every cycle — not a shallow feature list.

Task inbox

Personal and team queues.

Record linking

Attach admissions leads, fee accounts, or tickets.

Priorities

Urgent / normal with SLA hints.

Reminders

WhatsApp/email/push via Alerts.

Checklists

Sub-steps for complex jobs.

Delegation

Reassign with history.

Dashboards

Open, overdue, and completed KPIs.

Templates

Admission callback, fee chase, document pending.

Operating loop

How it works end to end

A clear path your staff and parents can follow without training manuals.

  1. 01

    Create

    From a module action or manually.

  2. 02

    Assign

    Pick owner and due date.

  3. 03

    Work

    Complete checklist and notes.

  4. 04

    Close

    Mark done with timestamp proof.

Who uses it

Role-aware access for every stakeholder

The right people see the right slice of the pipeline.

Lead tasks

Counselor

Works admission follow-ups.

Recovery tasks

Fee office

Owns defaulter calls.

Campus chores

Admin Ops

Tracks facilities/ops jobs.

Queue health

Manager

Watches overdue KPIs.

Outcomes

What changes after go-live

Measurable ops wins institutions report once this module runs inside ScholarERP.

Clear ownership
Fewer missed callbacks
Visible overdue work

“Our admissions overdue list went from “unknown” to a ranked queue counselors clear each morning.”

Admissions Head · Coaching network
FAQ

Questions teams ask before buying

Straight answers for setup, integrations, and day-two operations.

Can tasks auto-create from Admissions CRM?

Yes — stage changes and cold-lead rules can spawn follow-up tasks.

Do parents see tasks?

No. Tasks are internal; parents see outcomes via portals/alerts.

Can we set SLAs?

Due dates and priority conventions support operational SLAs; escalate with reminders.

Is this a full ITSM tool?

It is campus operations tasking — not a generic enterprise IT ticketing suite.

Create a sample admissions follow-up queue

Link leads, assign owners, and fire a reminder.