🧭 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.
Clinic Admins can create, edit, or archive groups; Team members can see and use them.
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, your role does not include group management.
Only Admins can create, edit, or archive groups. Team members can see and use existing groups. Contact Support if you think your role is wrong.
Good to know 💡: You can mention a Task group in a Task or comment to notify its current members. Mentioning a group does not assign the Task to that group.
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 from the Tabflows big screen:
Open Tasks settings.
Select Groups.
Create a new group by selecting Add group, or update a group using the pencil button to its right.
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] or message us right here in the chat
