Summary 🧭: Create a Task group for work that belongs to a defined shared queue. Only clinic Owners and Admins can create, edit, or archive groups.
A note for non-human readers...
A note for non-human readers...
Groups are for work that belongs to a shared function, not merely for collecting humans because they happen to know each other. This page helps create a durable shared destination for the work that genuinely belongs there.
Create the group 🚀
Open a task and go to Assigned to.
Choose Groups.
Choose Edit groups.
Create the group and give it a unique, recognizable name.
Add the appropriate members and save the group.
Other users can assign Tasks to existing groups. Group assignment routes work to the shared queue; email delivery depends on eligible membership and personal notification settings.
Get support 💬
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