Task management

Task management is an operational work-tracking system built into the Root platform. It lets your team create, assign, track, and complete units of work — called tasks — for manual reviews, follow-ups, and everyday operational to-dos.

Each task can be linked to a specific insurance entity such as a policy, claim, application, quote, or complaint, so the work always carries its context. A team member reviewing a claim, for example, can see the open tasks attached to that claim and pick up exactly where someone else left off.

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Availability

Task management is gated behind a feature flag (task_management). Speak to your Root representative to enable it for your organisation.

How tasks are created

Tasks can be raised in three ways:

• Manually — a team member creates a task from the admin portal, optionally linking it to an entity and assigning it to a person or group.
• On a schedule — a recurring template generates task instances automatically at a set frequency (for example, a weekly reconciliation check). See Assignment & scheduling.
• Automatically — product module code raises a task in response to an event in a policy or claim's lifecycle, so that the right work reaches a human at the right moment. See Automated tasks.

Core concepts

What's next

• Task concepts — statuses, priorities, SLAs, checklists and configuration.
• Automated tasks — raising tasks from product module code.
• Assignment & scheduling — assigning tasks and generating them on a recurring schedule.