Skip to main content
All CollectionsLineLeader EnrollManaging Families/Leads in Enroll
LineLeader Enroll - How to add custom tasks, results and logs
LineLeader Enroll - How to add custom tasks, results and logs

This articles explains how to manage custom task, results and logs.

Mitchell Loft avatar
Written by Mitchell Loft
Updated over 6 months ago

Intro

LineLeader provides you endless options when it comes to customizing your tasks. Tasks are to-do items or follow up items for you to complete and tick off your digital to-do list. An example of a task may be "Phone Call". Not only does LineLeader provide you the option to add custom tasks, but it also allows you to add in custom results as well. A result is the outcome corresponding to the Task. For example you may have a result "Called - Spoke with" that corresponds to your "Phone Call" task.

Task - A task is a to do item typically due now or in the future.

Result - A result is the outcome of the task.

Log - A log is an event that happened in the past that you want to record/

Family Hub Settings

You can navigate to the Family Hub Settings to manage your Tasks, Results and Logs. To do this go to the Families Table and click on the Setting's Gear Icon at the top right. (This will require access to the "Access Gear Icons" user permission in Settings.)

In the Family Hub Settings, scroll down to expand "Tasks, Results, and Logs".


If you are wanting to create a custom task, scroll down to the bottom of the page and click on the "Add Another" button under your "Tasks Drop-Down List Options".

If you are wanting to create a custom result, scroll down to the "Results Drop-Down List Options" if you are wanting to create a custom result.

When creating a log, you will see a tick box under the "Log" column. in the "Results Drop-Down List Options". You have the option to create a custom result and a log, or if you only want to create a log without a custom result you can dropdown the "Task Group" to select "Only Logs".

Did this answer your question?