Task Management

Overview

Task management in Welkin allows care teams to create, assign, track, and complete action items associated with patients. The Designer is where task types and configurations are defined. Care team members use tasks in the Care Portal to manage their work.

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Task Configuration in the Designer

The Designer controls:

• Task types – the categories of tasks available to care team members (see Create Tasks)
• Required fields – which fields must be filled when creating a task
• Automation triggers – rules that auto-create tasks based on patient events

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Task Workflow

1. A task is created – either manually by a care team member or automatically via an Automation.
2. The task is assigned to a user and given a due date.
3. The assignee sees the task in their task list in the Care Portal.
4. The assignee completes the task and marks it done.

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Task Visibility

Tasks are associated with specific patients. Care team members see tasks for their assigned patients. Supervisors with broader access may see tasks across their team or region, depending on security policy configuration.

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Automating Task Creation

Common automation patterns for tasks:

• Create a "Follow-up Call" task when a patient's assessment score exceeds a threshold
• Create a "Document Review" task when a patient is enrolled in a program
• Create a "Check-in" task 7 days after program enrollment

See How to Create Automations for setup details.

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Publishing

After updating task configuration in the Designer, create a draft and publish to apply changes.