Completing Tasks
The best part about task management in LineLeader Enroll is that you can do everything you need. Whether making a phone call, sending an email, or texting a family, completing a task in your system is easy!
Navigate to Dashboard> Action “To Do” or the " To Do or Future" tabs in the Family Hub. and simply click "Action" on the task you wish to complete.
Review the form that slides in from the right. Perform the task—many tasks can be performed right from that form.
Click “Results” and select the outcome of your task from the dropdown.
(Optional) Add a comment.
Click the “Save” button at the bottom of the form, or if you want to Add a new task, click "Save + Add Task" .
2.1.26 Update
An Updated Tasks and Meetings Interface!
Based on user feedback, we have made several improvements to the Add Task, Add Meeting, Manage Task, and Manage Meeting windows.
For example, here is a side-by-side view comparing the old Add Task modal to the new Add Task modal:
Improved aesthetics.
Everything you needed before is still present.
Content is organized in a more sensible way, making use easier.
Child data is now available! It collapses to reduce scrolling when it’s not needed, but a single click gives you access to key information on any child.
You no longer need to change the reminders every time you add a new task or add a new meeting! Edit them once on an Add Task window and they’ll remain that way every time you add a new task (until you log out). Same for Add Meetings!
And here’s how the Manage Meeting window looks:
All the improvements listed above remain present here.
Clicking the View Family icon opens the Family Hub in a new tab!
The child’s birth date is now present!
It’s not shown below, but mousing over the birthdate shows the child’s current age!
Finally, after you save any of these tasks or meetings, the confirmation bar gives you several options on how to proceed depending on what you need to do next:
These improvements are intended to benefit anyone who adds or completes tasks or meetings in the Enroll platform. We are excited to roll out these redesigned interfaces and hope you’ll enjoy an improved experience using Enroll because of them.