Tasks give your clinic one place to keep work visible after it comes up. A Task can be tied to a patient, assigned to a person or group, given a due date, tagged, marked urgent, repeated, saved as a template, broken into smaller steps, and discussed with teammates.

A good Task makes four things easy to see later: what needs to happen, who owns it, when it matters, and what still needs to happen before it is actually done.

You can create Tasks from the part of the workflow you are already in.

Use the Tabflows Task button beside the patient while you are working in a supported system. When the patient context is available, Tabflows can carry that patient into the new Task so you do not have to find them again.

Choose Add Task from the sidebar while you work. If a patient is already active in the connected system, confirm that the intended patient is attached before saving.

Open Tasks, choose the + button, and create the Task from there. If the work is patient-specific, make sure the correct patient is selected before saving.

Add only the fields that help the next person understand and complete the work:

Before saving, confirm the description, owner, patient, and timing are correct.

Tags help your team group and filter related work without changing the Task description itself.

Owners and Admins can manage reusable clinic Tags from the Task controls. On the full-size interface, they can also manage clinic Task settings from Settings → Clinic Settings → Tasks.

Use Tags for categories your clinic will genuinely search or filter by later, such as labs, refills, referrals, billing, or follow-up.

Reference: 👉 Organize Tasks with clinic tags

Use subtasks when one Task contains several smaller steps that belong to the same outcome.

Inside the Task description, use the checklist control to add the smaller steps. A subtask can mention the teammate responsible for that part of the work. Check off the smaller steps as they are completed, but keep the main Task open until the overall outcome represented by the Task is complete.

Reference: 👉 Break larger tasks into subtasks

Groups let a clinic assign a Task to a team group instead of choosing only one individual.

From a Task, open Assigned to → Groups to choose an existing group. Owners/Admins can manage clinic groups from the Task controls and, on the full-size interface, from Settings → Clinic Settings → Tasks.

Use a Group when the work belongs to a team function and any appropriate member of that group may pick it up. Use an individual assignee when one specific person owns the work.

Reference: 👉 How to assign a task to a group

Comments and @ mentions help teammates discuss a Task without silently changing who owns it.

Mention someone when you need their input, review, or attention. Reassign the Task when responsibility for completing the work actually changes.

Reference: 👉 Collaborate on tasks with comments and mentions

Some work has an action, then a wait, then another check. A patient may reply later, a lab may result later, or another teammate may need to act.

If something still needs to happen after the wait, keep the Task open or give the next check a visible due date/owner. Do not use completion to mean only “nothing else can be done right now.”

Use My Tasks and filters to find the work that needs attention.

By default, My Tasks is intended to surface incomplete work assigned to the signed-in user that is due today or overdue. Future-due and completed Tasks will not appear in that default view. Urgent work may surface immediately based on current Task behavior.

Use filters when you need a wider or different view — for example by assignee, due date, status, Tag, patient, system, or other available fields.

Reference: 👉 Find the right tasks with views and filters

A Task’s visible state should match the work it represents.
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Mark a Task complete only when its outcome is finished. If follow-up is still needed, keep the Task open so the remaining work stays visible. If something changes after completion, reopen or update the Task so the team can see its current state.

Reference: 👉 How to update, complete, reopen, or delete tasks

Now that your team has a shared place for follow-up, meet Sidekick and the AI-assisted workflows that can help you work with patient context, clinic information, and common next actions.

Need help or have a question? Reach out to our Support team however works best for you: