What is Unified Task Management?
Unified Task Management in Enrollio lets you create and manage tasks from both the Families and Enrollment Opportunities modules using the same interface. The system offers a clean layout, powerful filters, and advanced task options—making it easier to stay on top of your to-dos no matter where you're working in the platform.
In the Families module, you can access the task panel from within a family's detailed view to create, view, and manage tasks directly associated with that parent or child. In the Enrollment Opportunities module, clicking into any enrollment record opens a similar task panel, allowing you to manage tasks tied to that specific enrollment or pipeline stage—using the same familiar interface.
Key Benefits of Unified Task Management
Consistent Interface Across Modules
Tasks look and function the same whether you're working from a Family or Enrollment Opportunity record. This minimizes confusion and standardizes how you handle follow-ups, tours, and enrollment tasks.
Simplified Task Creation
A clean and organized task form helps you enter task details quickly, with clearly labeled fields for title, description, due date, and assignee. Perfect for scheduling tour follow-ups or enrollment check-ins.
Recurring Task Options
Set up tasks to repeat on a schedule, allowing automation of ongoing reminders or processes without additional manual effort. Ideal for weekly waitlist reviews or monthly parent check-ins.
Centralized Filtering and Search
Locate tasks easily with built-in filters and a search bar that work across all task views—no matter the module. Find all tour follow-ups or enrollment paperwork tasks in seconds.
Quick Task Edits
Open and edit tasks directly using a unified layout, making updates simple and accessible. Reschedule a tour or reassign a task to another team member with just a few clicks.
How to Use Unified Task Management
Access Your Family List
Go to the Families section in your left-hand menu and select the Smart Lists tab. This displays a list of all families in your account, where you can view basic info like name, phone number, and email.
Click any family to view their full profile and access task tools.
[SCREENSHOT: Families module with Smart Lists tab highlighted, showing list of parent contacts with basic information]Open a Family Record
Clicking a family opens their detailed profile, showing email, phone, preferences, and activity history. To manage tasks, locate and click the Tasks icon at the top right corner of the family view.
[SCREENSHOT: Family detail view with Tasks icon highlighted in top right corner]Filter Tasks by Team or Status
Use the filter icon to quickly narrow down your task list. You can filter tasks by assignee or task status, helping you focus on what's relevant for your workflow.
This makes it easier to manage workloads and ensure accountability within your childcare center's team.
[SCREENSHOT: Task filter dropdown showing options to filter by assignee and task status]Sort Tasks for Better Visibility
Click the sort icon to organize tasks by due date or creation date. You can toggle between ascending or descending order to prioritize what needs attention first.
This helps maintain clarity when reviewing large task lists—especially during busy enrollment seasons.
[SCREENSHOT: Task sort options showing due date and creation date with ascending/descending toggle]Edit or Delete Tasks
Click the three-dot menu next to any task to open options for editing or deleting it. Select "Edit" to modify task details or "Delete" to remove the task permanently from the record.
[SCREENSHOT: Three-dot menu open next to a task showing Edit and Delete options]Add a New Task
To create a new task from the Tasks panel of a family or enrollment opportunity record, click the + Add Task button. This action opens the full task creation form where you can enter all task details.
[SCREENSHOT: Add Task button highlighted in the Tasks panel]Enter the Task Title
Start by giving your task a clear and concise title in the Title field. This is a required field and helps identify the task easily when viewed in lists or filters.
For example: "Follow up on tour" or "Send enrollment paperwork to Johnson family."
[SCREENSHOT: Task creation form with Title field highlighted and example text entered]Add Task Description
Click "Add description" to include more details about the task. Use this field to provide context, instructions, or important notes that help the assignee understand the objective.
Include specific details like which rooms to show during a tour or which forms still need to be completed.
[SCREENSHOT: Task description field expanded with example notes about a family tour]Set Due Date and Time
Use the calendar and time picker to select when the task should be completed. This helps structure deadlines and ensures accountability within your team.
Click the time dropdown to set when the task is due. You can choose the exact hour and minute to schedule task reminders with precision.
[SCREENSHOT: Calendar picker and time dropdown in task creation form]Configure Recurring Tasks
To configure a recurring task, first toggle on the Recurring tasks option. Then use the "Repeats every" field to define how frequently the task should recur—for example, every X days, weeks, or months.
Under "Ends on," choose whether the task should repeat indefinitely (Never), stop on a specific date (On), or after a certain number of repetitions (After).
You can also enable the option to create a new task even if the previous task is overdue, which ensures that the recurrence continues on schedule regardless of completion status. This setup is ideal for automating repetitive actions like weekly waitlist reviews or monthly parent satisfaction check-ins.
[SCREENSHOT: Recurring task options expanded showing repeat frequency, end conditions, and overdue handling options]Assign to a Team Member
Use the "Assign to" dropdown to designate the task to a specific user. You'll see a list of all staff members associated with your account—select the appropriate person responsible for completing the task.
Assigning tasks helps organize accountability and ensures clear ownership of follow-ups with prospective families.
[SCREENSHOT: Assign to dropdown showing list of staff members]Save or Add Another Task
Once your task details are complete, click Save to finalize and create the task, or choose Save and Add Another to quickly continue creating additional tasks.
This dual-option approach helps streamline bulk task entry without having to reopen the form for every new entry—perfect when planning multiple tour follow-ups or enrollment tasks.
[SCREENSHOT: Bottom of task form showing Save and Save and Add Another buttons]Frequently Asked Questions
Is Unified Task Management available to all users?
It must be manually enabled in Labs for your account before it becomes accessible. Contact your Enrollio administrator if you don't see this feature.
Can I return to the previous task system?
Yes, you can disable the toggle in Labs to switch back to the earlier version if needed.
Are my existing tasks affected?
No. All current tasks are fully available in the unified interface with no data loss. Your tour follow-ups, enrollment tasks, and other to-dos remain intact.
Can Recurring Tasks be created in both Families and Enrollment Opportunities?
Yes. Recurring task functionality is available across all records with task tabs, whether you're working with prospective families or active enrollments.
Do these changes impact my automations?
No. The feature update applies only to the user interface and task management experience. Your existing automations continue to work as configured.