---
title: "Lead Tasks"
slug: "lead-crm-tasks"
updated: 2026-04-17T13:51:44Z
published: 2026-04-17T13:51:44Z
canonical: "www.procaresupport.com/lead-crm-tasks"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Tasks

> [!NOTE]
> Navigation Changes
> 
> The **Leads** and **Registration** sections are now under **Enrollment**.

When working with potential families who are interested in placing their child at your center, you need to ensure that leads are contacted quickly so that they don't lose interest or decide to go somewhere else. Procare makes keeping track of your to-do's easier by adding a **Tasks** section to our **Enrollment** feature.

The **Tasks** window allows you to create tasks related to an action, email or phone call that a specific staff member will need to complete within an assigned due date.

> [!NOTE]
> Note
> 
> The **Tasks** window is a premium feature. Contact Support for more information.

## Create a Task

1. Go to **Enrollment > Tasks**.

![navigation enrollment tasks](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/nav-enrollment-tasks.png)
2. Click **Create Task**.

![create task](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks1.png)
3. Complete the fields.

![create task](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks2.png)

| Field | Description |
| --- | --- |
| Title | Enter the name of the task |
| Lead | Search for or select the lead to associate the with |
| Type | Select the type of task: Call, Email or To-Do |
| Note | Enter any additional details or steps the staff member must take to complete the task |
| Due Date | Select a date and time the task must be completed by |
| Assigned To | Select the staff member to assign the task to. This staff member will receive an email notifying them of the task |
4. Click **Save**.

## Filter Tasks

### Filter by Any Criteria

1. Click **Filter** ![filter icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/filter.svg) to specify which tasks to display in the list. The list is filtered to only display **Open** tasks by default.

![filter tasks](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks3.png)
2. Enter your filter criteria.
3. Click **Apply**.

> [!WARNING]
> Note
> 
> To remove the filter, click ✖ on the filter label above the list.
> 
> ![remove filter](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks5.png)

### Filter by Due Date

1. Click the **Due Date Filter** ![due date filter icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/due%20date%20filter.svg) to quickly view tasks due today, due in the next seven days or past due.

![due date filter](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks6.png)
2. Select a due date to filter by.

> [!WARNING]
> Note
> 
> To remove the filter, select the due date from the filter again or click ✖ on the filter label above the list.

## Change the Status of a Task

To complete an open task, click **Open** in the **Status** column to change it to **Closed**.

![task status](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks4.png)

The completed task displays with a strikethrough across the task details.

![completed task](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/tasks7(2).png)