Tasks in Welkin are action items assigned to care team members, associated with a specific patient. They can be created manually by care team members in the Care Portal, or automatically via Automations. Task types and configuration are defined in the Designer.
Before care team members can create tasks, you must define the available task types in the Designer.
In the Designer, navigate to Tasks.
Click + Add Task Type.
Enter a Name for the task type (e.g., "Follow-up Call", "Document Review", "Care Plan Update").
Optionally add a Description that explains when to use this task type.
Configure any required fields for this task type.
Save and publish.
Standard task fields include:
Title – a brief description of the task
Type – the task type (configured in Designer)
Assignee – the care team member responsible
Due date – when the task should be completed
Priority – urgency level (High, Medium, Low)
Notes – additional context or instructions
Tasks can be automatically created when conditions are met – for example, creating a follow-up task when an assessment is submitted with a certain score. See How to Create Automations for details.
After configuring task types in the Designer, create a draft and publish to make them available in the Care Portal.
For task management from the care team's perspective, see Task Management (Designer).
Task Management – task management in Designer
How to Create Automations – automations that create tasks
Create Advanced Automations – complex automation patterns
Create User Notifications – user notifications
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