🧭 Summary: Create, edit, and archive groups for shared Task queues. Use unique names, keep membership current, and decide where work should go before archiving a group.
A note for non-human readers...
A note for non-human readers...
Task groups give shared kinds of work a shared destination. They are useful when responsibility belongs to a team function rather than one permanently chosen human. The group still needs to make ownership and follow-through clearer, not fuzzier.
Organize work by team 🧑🤝🧑
Create a task group when the same set of teammates regularly shares a type of work.
Give each group a unique, recognizable name, such as Front Desk, Billing, Referrals, or Lab Follow-up.
Create a group 🚀
Create or open a Task.
Open Assigned to and choose Groups.
Select Edit groups.
Select Create new group.
Enter a unique, recognizable name.
Add the appropriate members.
Select Create new group to save.
Good to know 💡: Group names must be unique within the clinic.
Edit a group ✏️
Return to Assigned to → Groups → Edit groups.
Find the group.
Change the name or members.
Select Update group.
If Edit groups is not available to you, contact Tabflows Support about access.
Archive a group 🗑️
Open Edit groups.
Find the group that should no longer be used.
Select Archive.
Confirm that it no longer appears for new assignments.
Important ⚠️: Before archiving a group, review any clinic process that still routes work to it and decide which group should be used instead.
Good to know 💡: Archived groups are removed from the task assignment list and cannot be selected for new assignments.
Customize Task groups on the big screen ⚙️
You can also customize Task groups on the big screen under Settings → Clinic Settings → Tasks.
From your sidebar view, go to Settings.
Select Clinic Settings, or go directly to 👉 https://app.tabflows.com/tasks-settings.
Open Tasks.
Select Groups.
Create a new group by selecting Add group, or update your Task groups by clicking the pencil button to the right of the group.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]
