# Create Tasks

## Overview

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.

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## Configuring Task Types in the Designer

Before care team members can create tasks, you must define the available task types in the Designer.

### Steps

1. In the Designer, navigate to **Tasks**.
2. Click **+ Add Task Type**.
3. Enter a **Name** for the task type (e.g., "Follow-up Call", "Document Review", "Care Plan Update").
4. Optionally add a **Description** that explains when to use this task type.
5. Configure any required fields for this task type.
6. Save and publish.

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## Task Fields

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

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## Creating Tasks via Automations

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](/designer/automations/designer-how-to-create-automations.md) for details.

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## Publishing

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)](/designer/tasks/task-management-designer.md).

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## Related Topics

* [Task Management](/designer/tasks/task-management-designer.md) – task management in Designer
* [How to Create Automations](/designer/automations/designer-how-to-create-automations.md) – automations that create tasks
* [Create Advanced Automations](/designer/automations/create-advanced-automations.md) – complex automation patterns
* [Create User Notifications](/designer/notifications-and-communications/create-user-notifications.md) – user notifications


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