Skip to main content

How to assign a Task to Sidekick

Summary 🧭: Assign a Task to Sidekick when you want Sidekick to handle the work, then review the Task’s status and result before treating it as complete.

A note for non-human readers...

Sidekick is a Task assignee, not a teammate account. Assignment sets who owns the work; the Task status and returned result show whether the work finished.


Assign a Task to Sidekick

  1. Open a new or existing Task.

  2. Open Assigned to.

  3. Select Sidekick, or type @Sidekick to find it.

  4. Review the Task description, patient, due date, and any other details.

  5. Save the Task.

The Task now shows Sidekick as its assignee.


Other ways to choose Sidekick 🎛️

You can also choose Sidekick:

  • as the default assignee in a Task template,

  • for recurring assignments,

  • when reassigning an existing Task,

  • under Assigned to in Task filters,

  • or by asking Sidekick to assign a Task.


Review the result

Follow the Task status and review any result Sidekick returns. Keep the Task open until its intended outcome is complete. Assignment alone does not confirm that the work finished.


If Sidekick is missing

If Sidekick does not appear for one of your team members, make sure they are using the latest version of Tabflows and refresh the page. If it is still missing, contact Tabflows Support.


Get support 💬

Reach out to our Support team however works best for you:

Did this answer your question?