CareHub OVERVIEW: Tasks

ℹ️ What it is

The Tasks module in CareHub is used to create, assign, track, and manage follow-up work across participant care and operational workflows. It serves as a centralized workspace for viewing task details, monitoring status, updating assignments, and keeping care team responsibilities organized.

Tasks may be created manually or generated from related CareHub workflows, such as assessments, IDT meetings, service tracking, scheduling, and participant-specific coordination activities. Each task can include key details such as participant, category, title, description, status, due date, priority, assignee, and comments.

🎥 Full Video Walkthrough: 

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⚙️ What it supports

• Helps teams manage participant-related follow-up actions and coordination needs
• Keeps task assignments, due dates, priorities, and statuses organized in one place
• Supports visibility into work that is assigned to specific users, unassigned, overdue, in progress, completed, or canceled
• Enables teams to review task details, add comments, and reassign work as needed
• Supports task tracking from both the Tasks module and participant-specific task views

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⭐️ Why it matters

• Gives teams a shared view of open work and follow-up responsibilities
• Helps ensure participant needs, care coordination items, and operational next steps are not missed
• Supports timely follow-through on IDT discussions, assessments, services, scheduling requests, and other workflows
• Improves accountability by clearly showing task ownership, priority, due date, and status
• Maintains a structured record of task activity, comments, and updates over time

The Tasks module supports day-to-day coordination by helping teams turn follow-up needs into visible, trackable action items across CareHub.

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👥 Audience

The Tasks module is used by team members who create, assign, complete, or monitor follow-up work, including:

• Interdisciplinary Team (IDT) members
• Care coordinators and home care staff
• Clinical and operational leaders
• Administrative and operations staff
• Schedulers or service coordinators
• Super Users or Admins supporting workflow oversight

Team members may also reference tasks from a participant profile to view follow-up required specific to that participant.

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🕒 When to use

You may use the Tasks module when:

• Creating, assigning, or reassigning tasks for participant follow-up or internal coordination
• Reviewing tasks assigned to you, another team member, or currently unassigned
• Monitoring task status, priority, due dates, and overdue items
• Adding comments or updates to document task progress and next steps
• Tracking follow-up items generated from related CareHub workflows

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🚀 How to get started

Step 1: Navigate to the Tasks module from the left-hand menu.

Step 2: Select a task to open the task details and review information such as participant, category, description, status, due date, priority, assignee, and comments.

Step 3: To create a new task, click the blue Actions button on the top-right of the screen and select Add New Task.

Step 4: Enter the required task details, including participant, category, title, description, status, assignee, due date, and priority.

Step 5: Save the task so it appears in the task list and can be tracked by the assigned team member.

Quick Tip: Use filters to sort tasks by category, priority, status, created by, due date, created date, or assigned to. You can also select column headers to filter the current view.

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💡 Best Practices and Tips

• Review existing tasks before creating a new one to avoid duplicating follow-up items.
• Use clear task titles and descriptions, so the assignee understands the expected action.
• If the auto-created task is not needed, update the status from “Not Started” or “In Progress” to “Canceled”.
  • Until security permissions are rolled out, we do not recommend utilizing “Delete” as there is no record of deleted tasks.  
• Refer to internal SOP to determine task priority (High, Low, Medium, Urgent)
• Assign each task to the appropriate team member whenever possible to support ownership and accountability.
• Update task status as work progresses, so the task list remains accurate.
• Use comments to document updates, barriers, or follow-up details.
• Review unassigned and overdue tasks regularly to prevent missed follow-up.
• If an assessment assignee or due date changes, review related tasks to confirm ownership and timing remain aligned.

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🖇️ Related Modules and Functionality 

• Participant Profile: Participant-specific tasks can be viewed and managed from the participant profile.
• Assessments: Tasks may be auto-created when assessments are assigned to team members, and assessment due date changes may update related task due dates.
• IDT Meeting: Review Tasks supports follow-up actions and next steps identified during IDT meetings. Tasks that are created as a result of a Huddle will display with that date’s Huddle, in the Task dashboard,
• Care Plans: Tasks may support follow-up actions connected to care plan goals, interventions, or coordination needs.
• Service Tracking: Tasks may support follow-up for service requests, authorizations, referrals, or coordination workflows.
• Scheduling: Scheduling requests and appointment-related follow-up may connect to task workflows.
• Reports: Task data may support operational tracking, workload review, and reporting.

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📒 Additional Resources

For more detailed guidance, review:

• 🔗 Knowledge Base Articles: Tasks

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💬 Need Help?

If you need additional support:

• Review related Knowledge Base articles
• Contact your internal Super User or Admin
• Reach out to IntusCare Support for issues or questions

Updated: June 29, 2026