Internal Tasks for Your Team

Create and manage internal tasks for your childcare team directly in Enrollio — no parent or family contact required. Perfect for managing staff responsibilities, program updates, facility tasks, and team projects.

In This Article

  • Create Contactless Tasks
  • Filter Internal Tasks
  • Assign, Remove, or Reassign Families to Tasks
  • Automate Contactless Tasks
  • Frequently Asked Questions

Create Contactless Tasks

You can create tasks on the Tasks page without attaching them to a specific family. These are perfect for internal team responsibilities.

To create a contactless task:

  1. Navigate to the Tasks section from your dashboard
  2. Click "Create Task"
  3. Fill in the task details (title, description, due date)
  4. Assign to a team member
  5. Leave the family/contact field blank
  6. Click "Save"
[SCREENSHOT: Tasks page showing the Create Task button and form with fields for title, description, assignee, due date, and the family/contact field left empty]
Pro Tip: Use contactless tasks for recurring staff responsibilities like weekly room audits, supply orders, or curriculum planning.

Filter Internal Tasks

Quickly view all your team's internal tasks by filtering out family-specific tasks.

To filter for internal tasks:

  1. Go to the Tasks page
  2. Click the "Family" filter dropdown
  3. Select "Unassigned"

This displays only contactless tasks — the ones meant for your team's internal work.

[SCREENSHOT: Tasks page showing the Family filter dropdown with "Unassigned" option highlighted]

Assign, Remove, or Reassign Families to Tasks

You have complete flexibility to attach or detach families from tasks after they're created.

To modify family assignment:

  1. Open the task you want to update
  2. Click the family field
  3. Search and select a family to attach it, or clear the field to make it contactless again
  4. Click "Save"

All tasks — whether attached to families or contactless — appear on your main Dashboard for easy oversight.

[SCREENSHOT: Task detail view showing the family assignment field with options to add, change, or remove a family]

Automate Contactless Tasks

Set up automations to create internal tasks automatically based on system events — no family contact required.

When you use the "Add Task" action in an automation that doesn't involve a family (like system triggers or scheduled events), Enrollio creates a contactless task. If a family is involved in the automation, the task attaches automatically.

To create automated contactless tasks:

  1. Go to Automations from your dashboard
  2. Create or edit an automation
  3. Add the "Add Task" action
  4. Configure task details and assignment
  5. Don't specify a family contact in the action
[SCREENSHOT: Automation builder showing the Add Task action with fields for task details and team member assignment, with no family contact specified]
Example Use Case: Create a weekly task every Monday for your director to review enrollment numbers — completely automated with no family attached.

Frequently Asked Questions

Can I schedule tasks with dynamic dates or create them automatically based on triggers?

Yes! While you can create tasks manually in the Tasks section, advanced scheduling and dynamic due dates (like "2 days from now at 5 PM") require automations.

Set this up in Automations using the "Add Task" action. You'll have full control over:

  • Dynamic due dates based on triggers (form submissions, enrollment updates, etc.)
  • Automatic assignment to team members
  • Task creation based on specific conditions

This gives you powerful project management capabilities tailored to your childcare operations.

[SCREENSHOT: Automation workflow showing Add Task action with dynamic due date configuration options]