Assignment of tasks to team members

Purpose

1.1. Automate the assignment of clinical, administrative, or follow-up tasks to midwifery team members, ensuring workload balancing, shift coverage, client need matching, and compliance documentation in real time.
1.2. Automating workflow steps to reduce manual tracking, missed tasks, double-booking, and delays in maternity client care and operational management.
1.3. Automated task delegation optimizes scheduling, increases response speed for urgent maternal needs, and centralizes collaboration across dispersed midwife teams.

Trigger Conditions

2.1. New maternity patient intake form submission.
2.2. Change in staff availability or on-call status update.
2.3. Incoming urgent communication (phone, email, portal).
2.4. Lab result, prescription, or document uploaded to EHR/EMR.
2.5. End of shift or daily operational cycle.
2.6. Task marked as incomplete after deadline.
2.7. Manual trigger by supervisor or care coordinator.

Platform Variants

3.1. Asana
• Feature/Setting: Automated task creation via Asana API endpoint `/tasks`, assign by team member ID, triggered by webhook.
3.2. Trello
• Feature/Setting: Automate card creation and assignment using Trello Power-Up Automation and REST API `POST /cards`, include member ID.
3.3. Monday.com
• Feature/Setting: Automator using Monday API `create_item` for task; set `assignee_id` from intake data or shift status.
3.4. ClickUp
• Feature/Setting: Automate task assignment using ClickUp API `/task` with `assignees` array, set via workflow trigger.
3.5. Wrike
• Feature/Setting: Automated task creation and assignment using Wrike API `POST /tasks`, tag by project and assignee.
3.6. Jira
• Feature/Setting: Use Jira Automation rules with `assign issue` action, extract user from on-call rota or incident trigger.
3.7. Microsoft Teams
• Feature/Setting: Automate Planner task creation using Microsoft Graph API `/planner/tasks`, set assigned user and due date.
3.8. Slack
• Feature/Setting: Automate direct messages and reminders to assigned midwife using Slack Bot API `chat.postMessage`.
3.9. Google Workspace (Sheets + Tasks)
• Feature/Setting: Automate task row entry and assignment using Apps Script triggers, push to Google Tasks API.
3.10. Notion
• Feature/Setting: Automate new database entry and relation to staff member using Notion API `POST /pages`.
3.11. Smartsheet
• Feature/Setting: Automate row creation with assignment column using Smartsheet API `POST /rows`.
3.12. Zoho Projects
• Feature/Setting: Automate task assignment with Zoho Projects API `addTask` and parameter `owner`.
3.13. Basecamp
• Feature/Setting: Automate To-do creation and assignment using Basecamp API `/buckets/{{project_id}}/todosets`.
3.14. Salesforce Health Cloud
• Feature/Setting: Automate Case and Task assignment using `Task` object APIs, with conditional routing logic.
3.15. Airtable
• Feature/Setting: Automate record creation in Tasks table with linked Staff member using Airtable API `createRecord`.
3.16. Freshdesk
• Feature/Setting: Automate Ticket Tasks and assignment via Freshdesk API `create_ticket` with agent ID.
3.17. Intercom
• Feature/Setting: Automate conversation assignment using Intercom API `/conversations/assign`.
3.18. Zendesk
• Feature/Setting: Automate ticket assignment using Zendesk API `/api/v2/tickets/{id}`, set `assignee_id`.
3.19. Todoist
• Feature/Setting: Automate task project and assign using Todoist REST API `add task` with `responsible_uid`.
3.20. Microsoft Outlook Tasks
• Feature/Setting: Automate task creation and assignment using Microsoft Graph API `/me/tasks`, trigger via Rules or Power Automate.

Benefits

4.1. Automating assignment processes increases operational efficiency and eliminates manual bottlenecks in midwife team coordination.
4.2. Tasks are distributed fairly and reflected automatically in all staff schedules and notifications.
4.3. Automated assignment reduces communication errors and ensures coverage for time-sensitive maternity care situations.
4.4. Standardized documentation and workflow histories are auto-generated for audits, quality assurance, and regulatory compliance.
4.5. Automates and scales onboarding of new staff through templated tasks and seamless delegation.
4.6. Automation enables fast intervention response in emergencies by routing tasks to available or most qualified midwives automatically.
4.7. Reduces task overlap and conflicting assignments by ensuring single-source automated assignment logic.
4.8. Increases staff satisfaction and retention by automating fair task distribution and workload management.