Tabflows

Getting started with tasks and creating your first task

Creating my first task

Create, Edit, and Delete Tags in Tasks

Task Templates

How to filter Tasks (by tags, status, due dates, and more)

Creating Task Templates

Adam Bragg

Guide for how to use the Tabflows Task feature

Feature: Tasks

View the relevant tasks associated with your patient

Getting Started: 1-click view of patient tasks

Getting Started: Tag, Filter, and Search Through Tasks

Getting Started: Task, Mention, and Email Notifications

Edit tasks or change select attributes with 1-click

Getting Started: Quick-change or edit tasks

Create groups and assign tasks to these groups

Getting Started: Create and Assign Groups

Sort your task list with the most recent comments at the top

Getting Started: Sort tasks by recent comments

Everything you need to get started with Tasks, including how to create, assign, organize, and track work across your team.

Getting Started with Tasks

How to create Tags in Tasks

How to edit Tags in Tasks

How to delete Tags in Tasks

Everything you need to know about task tags, including how to create, edit, and delete them.

Tags in Tasks

Turn tasks into a single, central collaboration environment for your practice

Use Case: Tasks with Your Team Members

Limit open tabs and get familiar with Tasks

Use Case: Tasks as Your Personal To-Do List

Discover common use cases for Tasks and learn best practices for organizing, assigning, and tracking work.

Tasks Use Cases

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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