Features

One platform for support and the work behind it

ActionConnect pairs a complete, SLA-backed helpdesk with a full work-management suite and a campus facilities CMMS — work orders, equipment, parts, and vendors — over one flexible data model. It models the things campuses actually have: academic terms, departments, multiple campuses, 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.

Governed knowledge base, linked to tickets

Agents draft articles that go through review and approval before they publish — organized by category. Two-way ticket linking surfaces and attaches articles on a ticket, spins up a new article straight from one, and shows which tickets cite each article, so a vetted answer deflects the repeat questions your offices field over and over.

AI intake and triage

Scheduled AI turns inbound email into triaged tickets with a suggested priority and category, and automatically flags likely duplicates — so your queue arrives sorted and your team isn't working the same request twice.

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.

Change management built in

A dedicated change-tracking work type alongside tickets, projects, and work orders. Plan, review, approve, schedule, and implement operational and IT changes — with links to the assets each change affects — so updates ship with a paper trail instead of a hallway conversation.

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 & work-order management

Run campus maintenance as a built-in CMMS: work-order intake, a queue and Board, List, and Calendar views, and preventive maintenance scheduled from recurring templates. Track equipment with maintenance history and downtime, organize assets with admin-managed categories, check assets out with due dates and return reminders, and link assets to the tickets that involve them. Keep a parts inventory that auto-decrements as parts are used, and manage a vendor registry with contracts and payment terms.

Multi-campus isolation

Organize facilities by campus or site group — Bronx vs New Rochelle — with strong data separation between locations. Each campus sees only its own work orders, equipment, parts, vendors, and PM templates, while staff overseeing multiple campuses and admins see across all. Per-campus team chat keeps each site coordinated.

Unified reporting across work types

Reports and dashboards span tickets, work orders, changes, project tasks, and action items, with cross-module workload views that show what every team is carrying. Every report respects each user's access — including campus scope — so people see only the data and report types they're permitted to.

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
  • AI email intake: scheduled AI turns inbound mail into triaged tickets with a suggested priority and category
  • AI duplicate detection flags likely duplicate tickets automatically
  • Surface and attach knowledge-base articles right on a ticket — or spin up a new article from one
  • Link the assets a ticket involves, visible from both the ticket and the asset
  • Role-based people visibility: control which roles appear as requesters, assignees, and collaborators

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
  • Change management: a dedicated work type to plan, review, approve, schedule, and implement operational and IT changes — with affected-asset links
  • 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
  • Governed publishing: drafts go through review and approval before they go live
  • Two-way ticket linking: attach KB articles on a ticket, spin up an article straight from one, and see which tickets cite each article
  • AI email intake: scheduled AI turns inbound mail into triaged tickets with a suggested priority and 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 full campus CMMS built in — schedule maintenance, track equipment, manage vendors, and keep parts stocked alongside your helpdesk.

  • Work orders with custom statuses, priorities, types, and numbering
  • Work-order intake plus a queue and 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
  • Asset check-out with due dates, return reminders, and live status
  • Admin-managed asset categories to organize inventory
  • Link assets to the tickets that involve them, visible from both sides
  • Per-work-order to-do checklists, comments, and file attachments
  • Vendor registry with contacts, contracts, and payment terms — assign service vendors to equipment and suppliers to parts

Multi-campus isolation

Organize facilities by campus or site group, with strong data separation between locations — purpose-built for districts and multi-site institutions.

  • Group facilities by campus/site (e.g. Bronx vs New Rochelle)
  • Each campus sees only its own work orders, equipment, parts, vendors, and PM templates
  • Staff overseeing multiple campuses — and admins — see across all sites
  • Per-campus team chat to coordinate facilities work where it happens
  • Campus scope flows through every list, board, and report automatically

Unified reporting

One set of reports and dashboards across every kind of work — and every view respects each user's access.

  • Reports and dashboards span tickets, work orders, changes, project tasks, and action items
  • Cross-module workload views show what every team is carrying, in one place
  • Reports respect each user's permissions — people see only the data and report types they're allowed
  • Campus scope is enforced in reports, so multi-site data stays separated
  • Dashboards built with a widget builder that aggregates across projects and work types

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, module- and campus-scoped access, and enterprise sign-in, running on Cloudflare's global network.

  • Database-per-institution isolation — your data is structurally separate
  • Granular, module-based roles: grant some staff only Facilities, others only the helpdesk
  • Least-privilege access by module and by campus, so people see only their scope
  • Role-based people visibility: control which roles appear as requesters, assignees, and collaborators per work type
  • Governed knowledge base: drafts go through review and approval before they publish
  • 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
  • Clean, print-friendly sheets for work orders, action items, project tasks, and tickets
  • 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.