Bolt Tasks: Increase Efficiency and Student Engagement
by Sirley Carballo
A Streamlined Process and Stronger Student Relationships
Element451 Bolt Tasks is the latest in a series of modules to undergo our Bolt overhaul. We’ve refreshed Tasks to increase the efficiency of your admissions and engagement teams.
Centered around our Bolt user interface and our core product principles — Productivity, Personalization, Intelligence & Connectivity — Bolt Tasks brings new features and more power to help you get more done in less time while connecting more deeply with learners to increase student engagement.
A Tasks Module That Increases Efficiency
Bolt Tasks is task and case management software built into your CRM. Always know what you’re working on and easily share priorities, statuses, and assignments with team members.
Some of our newest key features include:
- Custom Statuses: Configure as many custom statuses as you like beyond the typical “complete” or “incomplete.”
- Priorities: Create custom priorities that work for your organization.
- Queues: Set conditions to build dynamic to-do lists.
- Sub-Tasks: Build relationships between tasks to understand complex, multi-part issues better.
- Multiple Assignees: Assign more than one person to a task.
- Subscribers: Be in the know, even when a task isn't assigned to you.
- Task Mode: A playlist of today's tasks. As you navigate across Element451, you'll always know the task at hand.
A Smoother Process and Time Saved
When admissions and engagement staff have clearly outlined tasks, they can work more effectively. A smooth and efficient process is not only helpful for your staff, but for your students, parents, and alumni.
For example, let’s say your institution is planning one of the largest visit days of the year. With a task that large, you’re bound to have multiple people, assignments, and stakeholders.
Plus, you need to ensure creating awareness and engaging students every step of the way.
With Bolt Tasks, you can assign multiple assignees to one task. Subscribers can also be made aware of tasks that aren’t assigned to them, so no matter who’s the task owner, everyone on the team can always know the status of a project.
Because visit events are complex, using sub-tasks helps connect multi-part assignments to the overarching project.
Whether you need to reach out to a faculty speaker, connect with the events department to book the room, coordinate catering with the dining hall, and begin outreach through counselor calls, you can create and assign sub-tasks that connect back to your visit event.
No matter the task, in Task Mode, it will even stay visible and top of mind as you navigate to other areas of Element451.
Priorities also help put tasks in perspective and help your team spend their time wisely. Custom statuses provide important context beyond “complete” or “incomplete,” so anyone can pick up where a colleague has left off.
Using Queues allows you to create dynamic to-do lists to help you map out the details of your team’s work.
When projects run smoothly behind the scenes and “real world engagement" like phone calls and mailings are timely, students will take notice.
A stress-free visit day for your staff means they can focus on building relationships and providing a great event experience.
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Beat the ChallengesBuild Student Relationships and Strengthen Engagement
Bolt Tasks don’t just help you streamline your business process, but they help you manage the process of building relationships and creating stronger engagement with your students.
Once your visit event registration is live, and students begin signing up, you can create a workflow to trigger tasks that ensure maximum student engagement before, during, and after their visit.
Set task reminders that trigger once students sign up so you can reach out with a phone call or text introducing yourself and thanking them for registering. Today’s learners expect quick responses and tasks can help you stay on top of your outreach efforts and meet those expectations.
You can also create a task to prompt a counselor or student ambassador to reach out to registered students a day before the event.
Adding that personal touch to the process lets prospects know you’re excited to welcome them to campus. Plus, it gives you an opportunity to connect and answer any last-minute questions.
Finally, Bolt Tasks can help maintain student engagement even after the event. Set tasks to prompt timely follow-up communication that's aligned with student interests to keep learners moving forward in their enrollment journey.
Increase Staff Efficiency and Student Engagement with One Solution
When your process is streamlined and efficient, you can do the same for your students. As your school caters to students in the digital age, it’s essential that you provide a streamlined student experience in order to increase student engagement.
By using an efficient task assignment system, you can stay on track and get things done quickly and easily.
There’s no better way to form meaningful connections and increase student engagement than through an easy-to-understand process and a personal touch.
When you prioritize an excellent user experience, you not only make your staff happy, but you exceed expectations and create trust and transparency with students and their families.
Not using Element451 yet? Book your demo today to begin your school’s journey to better processes, increased student engagement, and higher enrollment.
About Element451
Element451 is an AI-first CRM and Student Engagement platform for higher education. Designed to simplify and personalize every interaction across the student journey. Welcome to the era of student-centric engagement.
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