Last updated 8 June 2026
Projects / Task Flow Optimisations

Task Flow Optimisations

Initiative / Admin Workflow Optimisation

Target / 30th June 2026 +25 days

Improve task routing, visibility, and performance to reduce admin friction and missed work.

Open in Linear

Focuses on targeted improvements to the existing task system to make it faster, cleaner, and easier to manage day-to-day work. This includes removing legacy task types, improving filtering and multi-select capabilities, auto-assigning tasks based on type, and addressing performance bottlenecks in the task list view.

Status

In Progress

Target

30th June 2026 +25 days

Lead

Maria Kudriavtseva

Teams

Releaf UK

Project updates

Recent status notes posted directly on this project in Linear.

1 shown

Maria Kudriavtseva

29 Apr 2026

We are keeping this project ongoing, as work related to task optimisation continues to surface on a regular basis. New improvements are added to the project as they come up, and we plan to progress them in parallel with BAU work.

Over the next sprints, the focus will be on progressing the next set of Task Flow improvements aimed at reducing manual admin effort and making task handling more consistent across teams. This includes the work around simplifying task types and improving task routing - specifically by removing outdated task types, adding better-fit categorisation, and shaping new task creation rules and auto-assignment logic in. The overall goal is to help tasks reach the right team faster, with less manual handling and less room for routing errors.

Alongside this, we are also planning to address task search reliability. Together, these changes are expected to make task creation clearer, reduce manual routing decisions, and improve the speed and reliability of day-to-day task management for internal teams.

Initiative updates

Recent updates shared from Admin Workflow Optimisation because this project has limited direct update history.

3 shown

Ian Lovell

16 Apr 2026

The Workflow Optimisations project is now complete, with major performance improvements delivered to the Workflow screen within the Admin app. This materially reduces wait times for admins and improves reliability when working across workflows at scale.

The most visible gain is page load speed. In production, loading with two workflows selected dropped from 23.65 seconds to around 388 milliseconds - roughly 60x faster. Overall, this gives admin teams a much faster and more scalable experience as workflow demand grows.

Ian Lovell

31 Mar 2026

The next release introduces a meaningful performance improvement to the Workflow screen by moving patient status generation to a scheduled background process. This reduces the need for heavy, on-demand computation when loading the grid.

Admins should experience faster load times, fewer expensive queries during grid access, and improved responsiveness when working across workflows. This change provides a more stable short-term foundation while longer-term architectural improvements continue to be developed.

Ian Lovell

16 Mar 2026

Task flow optimisations have progressed, with improvements delivered across performance and usability. Tasks grid performance has been optimised, helping reduce admin friction and speed up day-to-day task management.

Follow-up fixes also improved the task type and task assignee filters with autocomplete support, and introduced bookmarkable filter states. Overall, these updates help make task workflows faster and more reliable for admin teams.

Issues

Grouped by current Linear workflow status.

27 total

Todo

1

  • TEC-6141 - Create task for parcels not reshipped in 3 days
    Validate

In Verification

4

  • RLF-6508 - Video IC Support Task Type
    Reviewed
  • RLF-6221 - Remove Returns and Warehouse action task types
    Reviewed
  • RLF-5986 - Сreate a new task titled 'Review patient Case'
    Reviewed
  • RLF-5943 - Substring search not working in Tasks panel
    Reviewed

Done

19

  • RLF-6594 - Updated task assignee is not preserved in the edit modal and is reset to the default value
    Done
  • RLF-6591 - Cancel M2D instruction tasks are automatically assigned to Support group instead of Reconcile group
    Done
  • RLF-6239 - Add task type 'Pharmacy Query' for better categorization
    Done
  • RLF-6049 - An error occured when opening old TriageMedicalQuery tasks
    Done
  • RLF-6005 - Task Type and Task Assignee filters do not support autocomplete
    Done
  • RLF-5974 - "Create Neurology Review Task" permission should be enabled by default for Support and Operations admins
    Done
  • RLF-5872 - Remove legacy task types
    Done
  • RLF-5871 - Auto assign group/admin based on task type
    Done
  • RLF-5870 - Add multiple selection to task assignee filtering
    Done
  • RLF-5869 - Add multiple selection to task type filtering
    Done
  • RLF-5856 - Create new task type 'Triage Medical Query' and auto-assign to admins
    Done
  • RLF-5655 - Tasks grid performance optimisations
    Done
  • RLF-5611 - Edit Date button on admin
    Done
  • RLF-5476 - Tasks total count calculation
    Done
  • RLF-5416 - Add "Returns" task type
    Done
  • RLF-5405 - Create Clinic Services Group and assign Review Schedule Update and Reschedule consultations tasks
    Done
  • RLF-4981 - Add 'Neurology Review' task type for better triage identification
    Done
  • RLF-6465 - Assign Cancel M2D tasks to reconcile Task Assignee
    PO Review
  • TEC-5649 - Task Flow Optimisations Request
    Ready for Delivery

Canceled

2

  • TEC-6256 - Fix issue with medical records update task not working
    Canceled
  • RLF-4541 - Redesign the Workflow section on Admin to include distinct tabs for different task categories
    Canceled

Other

1

  • RLF-5897 - Switch tasks queries to use COUNT() and decouple from main query
    Duplicate