Overview
When someone completes a task in Enroll, they're given a list of options to report the results. Enroll organizes the list of possible results into the "Preferred Results" which match the task type and "Other Results" for those occasions when something weird happens.
If your organization has given you the correct user permissions, you can:
Add new Tasks and add new Results.
Edit Tasks and edit Results that you've created. (Be careful if you do this to tasks or results already in use: changes will be applied retroactively. If you've been using "Facebook Message Sent" as a result for "Send FB Message" tasks and then you change the result to "Collect paperwork", you'll have "Collect paperwork" as the result for previously completed "Send FB Message" tasks.)
Change which Results are Preferred Results for different sorts of Tasks.
To Begin: Open the Settings Interface
Click on "Families" in the left navigation to open the Families page.
Click the gear icon near the top right corner.
Click to expand the "Tasks, Results, and Logs" section
Make Your Choices: Edit Tasks, Results, and Task Groups
The page is divided into two, with Tasks listed on the left and Results listed on the right. They are associated with one another via "Task Groups"--if a Task is associated with the "Phone" Task Group, then Results associated with the "Phone" Task Group will appear as Preferred Results. If the Task is associated with the "Email" Task Group, Results also associated with the "Email" Task Group will appear as Preferred Results, and so on.
To add a custom Task: click the "Add Another" button at the bottom of the Task Drop-Down List Options column.
To add a custom Result: click the "Add Another" button at the bottom of the Results Drop-Down List Options column.
To edit a custom Task or Result: simply click on the label to edit it. (Sorry, non-custom labels cannot be changed.)
To add or remove a Result to the list of Logs: check or uncheck the Log checkbox next to that Result.
To make a Result only be available as a Log, not a Result to a task: make that Result's Task Group "Only Logs".
To change the Task Group a Task or Result is associated with: simply click the Task Group and select a new one.
To create a custom Task Group: scroll down until you see the "Task Group Name" table and click the "Add" button. You will need to click "Save" to see the new Task Group in your Drop-Down lists.
To edit or delete a custom Task Group: click the edit button next to the custom Task Group name.
(Click "Save" after any edits you want to keep.)
