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Tasks: One Place for Your Whole Team's To-Dos

Patient action items live everywhere right now — open tabs, sticky notes, text messages, email threads. Things fall through the cracks. Follow-ups get missed.

Written by Adam Bragg

Tabflows Tasks is a shared task layer built on top of your existing workflow.

Create a task from any patient's chart in any system. Assign it to a team member. Set a due date. It shows up in their task list automatically — tied to the right patient, visible to the whole practice.

What your team can do with Tasks:

  • Create a lab charge task the moment a lab is ordered, assigned to the right person with the lab IDs and prices already in the description

  • Assign a follow-up task after a visit with a summary of next steps

  • Use @mentions to loop in a colleague without reassigning the task

  • Set recurring tasks for workflows that happen on a schedule

  • Ask AI Assist to create tasks directly from a patient chat — no extra steps

Nothing falls through the cracks.

Every task is tied to a patient, has an owner, and has a due date. Your team sees their task list turn orange when something needs attention today. Urgent tasks push to the top immediately.

Tasks is included in every Tabflows plan — free to use from day one.

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