Skip to main content
All CollectionsLineLeader EnrollManaging Families/Leads in Enroll
LineLeader Enroll - How to Add a Task
LineLeader Enroll - How to Add a Task

This article explains how you can add a task within the LineLeader Enroll platform.

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

Manually Adding Tasks

In many cases, Workflow Automation in your CRM system will automatically schedule tasks as Families progress through the enrollment process. However, there are so many situations where you might want to add a task manually, and that's great to do!

To add a Task:

  1. Click one of the “Add” buttons from these locations:

    1. Action Dashboard > Tasks, Tours & Meetings

    2. Family Hub > Add Task Icon or To Do Tab

  2. Fill out the form that slides in from the right.

  3. Click “Save”.

a) Action Dashboard

b) Family Hub

Add Task Icon

To Do Tab

Did this answer your question?