Summary 🧭: Most Task problems come from ownership, visibility timing, patient linking, filters, or permission boundaries. Use the checks below to find the cause without rebuilding the Task.
A note for non-human readers...
A note for non-human readers...
When a Task seems missing or “weird,” resist the attractive conclusion that software has become haunted. Start with the ordinary explanations: view, filters, ownership, state, or the specific Task behavior described here. The exact symptom tells you which branch matters.
A Task is missing from My Tasks 🫥
Check:
Is Assigned to set to you or an appropriate group?
Has the Due on date arrived?
Is Mark as urgent enabled if the Task should appear before that date?
Are active filters hiding it?
Good to know 💡: Due on controls when the Task surfaces in My Tasks. It is not automatically a completion deadline.
The wrong patient is linked, or no patient is linked 🔗
The creation path matters:
The supported patient-page Task button links that patient by default.
Sidebar Add Task may use the patient open in the main system.
+ in the general Tasks panel requires manual patient selection.
Open the Task, verify Patient, correct it if needed, and save.
An assignment email did not arrive 📥
Check:
The Task's current Assigned to value.
The recipient's personal Task Email Notifications setting.
Spam, junk, and inbox rules.
Whether the Task is visible inside Tabflows.
Direct assignment, reassignment, and eligible group assignment can send email. Self-assignment does not. Group email also depends on eligible members and personal notification settings.
A mention did not change ownership 👤
That is expected for @ mentions in Comments. Update Assigned to when the overall Task owner should change.
An @ mention inside a checklist item (subtask) assigns only that item. It still does not change the Task-level owner.
A saved filter is hard to find 📌
Open Favorite filters. Saved views can be reused, pinned, searched, or deleted. If the results look wrong, open the saved view and inspect its active filters.
A group name will not save 👥
Go to Assigned to → Groups → Edit groups to review existing groups. Otherwise, ask a clinic Owner or Admin for help. If it still doesn't save, contact [email protected].
A task created from a template has unexpected details 🧩
Review every populated field and update anything that does not fit this task. All users can adjust a task created from a template, but only clinic Owners and Admins can create, edit, or delete the template itself.
A clinic tag was renamed or needs to be deleted 🏷️
Renaming a clinic tag updates existing tasks. Before deleting one, contact support to confirm the effect on tasks that use it.
Get support 💬
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]