Start here1
Everyday tasks11
- Creating your first Task 101, part of Tabflows 101You can create a Task from a supported patient page, from sidebar Add Task, or with + in the general Tasks panel. The important difference is how each path handles the patient link.
- Create a Task with AI RecommendationsOpen a linked patient conversation in Spruce, select the lightbulb, review the recommended Task, then save it, edit its details, or ask for another idea. Nothing is created until you select Save task.
- Find the right tasks with views and filters 101, part of Tabflows 101Filters turn the shared Task list into a focused working view. Combine them to answer practical questions, then save useful combinations under Favorite filters.
- How to update, complete, reopen, or delete tasksA Task changes as the work changes. Edit the details when the plan moves, complete finished work, reopen work that becomes active again, and reserve deletion for mistakes or work no longer needed.
- Keep tasks clear with due dates, urgency, and task detailsEach Task field has one job. Use the smallest set of details that gives the owner a clear action, the right context, and the right visibility.
- Break larger tasks into subtasksSubtasks divide one outcome into smaller actions while keeping the patient, owner, timing, and conversation together. Mention a teammate with @ in an item when they own that step.
- Collaborate on tasks with comments and mentionsComments keep updates, questions, decisions, and handoff context attached to the Task. Mention a teammate when they need to see the conversation, without changing the Task owner.
- Get notified via email when tasks are assigned to youTask assignment emails help you notice work when you are outside Tabflows. Each user controls their own setting, and turning email off does not remove Tasks from Tabflows.
- Organize Tasks with clinic tagsClinic tags give your team a consistent way to group and review Tasks without bloating the description.
- Best practices for team task workflowsA dependable Task workflow is simple: capture the next action, choose one owner, connect the right patient, and review the work at a consistent time. Shared habits matter more than complicated setup.
- How do I write a clear TaskA useful Task tells the reader what to do, who owns the outcome, and when the work should surface. Clear writing reduces follow-up questions and makes handoffs safer.
Assignment, groups, templates7
- How to assign a task to a teammate 101, part of Tabflows 101Assign a Task to one teammate when that person owns the next action or the overall result. Reassign it when ownership changes; mention someone in a comment when you only need their input.
- How to assign a Task to SidekickAssign 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.
- How to create and manage task groupsCreate, 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.
- How to assign a task to a groupAssign a Task to a group when the work belongs to a shared queue and any qualified member can handle it. Give the group enough context to act without returning to the creator for basic details.
- Decide when to use a Task groupA Task group is a shared queue for a defined team that regularly handles the same kind of work. Use a group when any appropriate member can take the Task; use a teammate when one person already owns it.
- How do I create and use task templatesTask templates prefill reusable details for recurring work. Only Admins can create, edit, or delete shared templates from + in Tasks; Team members can do it in Task Settings → Templates. Team members can use existing templates when creating Tasks.
- When to use a task template vs. a one-off taskUse a template when the same workflow repeats with similar instructions, ownership, tags, and timing. Use a one-off Task when the request is unusual, or the process is still taking shape.
Task use cases11
- What are the most common ways clinics use TasksUse a Task when work needs a clear next action, an owner, or follow-up after you leave the original patient chart, message, or system. A useful Task should show what must happen, who owns it, when it matters, what context is needed, and what completion means.
- Review an automated morning report in TasksWhen automated morning reports are enabled for your clinic, Tabflows creates a workflow-managed Task after the nightly patient sync. Sidekick completes the automated steps, then hands the Task to the clinic’s designated reviewer. Review the linked report, leave comments when follow-up is needed, and complete only the review step assigned to you.
- Using Tasks across roles and teamsTasks gives different clinic roles one shared place to coordinate work without forcing every team into the same routine. Each workflow can look different, but every Task still needs a clear action, owner, and review date.
- Using Tasks for shared team workShared work stays dependable when ownership, context, and the next step remain visible. Use assignment for responsibility, comments for collaboration, and saved views for routine review.
- Using Tasks for cross-team handoffsA good handoff tells the receiving teammate or group what happened, what they own next, and when the work should surface. Put the context in the Task so it travels with the work.
- Using Tasks for time-sensitive workTime-sensitive work needs a clear owner and the right visibility. Use Due on for when a Task should surface, and Mark as urgent when it needs priority attention.
- Using Tasks for preventing missed follow-upPreventing missed follow-up takes two habits: capture work consistently and review it consistently. Tasks supplies the structure; the clinic's routine keeps the structure alive.
- Using Tasks for patient follow-upUse Tasks for callbacks, forms, labs, records, referrals, and other patient work that needs a visible next action. Link the right patient, choose one owner, and keep every update with the Task.
- Using Tasks for reviewing patient task historyFilter Tasks by patient to review related work, ownership, timing, checklist progress, and comments in one focused list. This is a working Task view, not a formal audit log.
- Using Tasks for multi-step workflowsUse one Task with checklist items when several related actions support one outcome. The Task owner remains responsible for the whole result while individual checklist items can be assigned to teammates.
- Using Tasks for standardizing team workflowsStandardize work that repeats by giving teammates a consistent starting point and a shared way to organize it. Templates prepare the Task; clinic tags make the resulting work easier to review.
Quick answers9
- How to find my open tasksUse My Tasks for work assigned to you that has surfaced based on its Due on date. Tasks marked urgent appear there on that date too, flagged with a red urgent icon.
- How to create a follow-up reminder taskA follow-up reminder is a normal Task with a clear action and Due on date. There is no separate reminder type to configure.
- How to mark a task completeMark a Task Done after the assigned work, required checklist items, and follow-up are finished. Done removes the Task from the normal open-work view while preserving it as completed work.
- How to use urgent tasksMark a Task urgent when it needs priority attention. It will appear in My Tasks on its Due on date with a red urgent icon.
- How to mention a teammate in a taskMention a teammate in a Task in Comments when they should see or answer something but should not own the whole Task.
- How to use comments on a taskUse Comments for updates, questions, decisions, blockers, outreach attempts, and handoff context that should stay with the Task.
- How to reassign a taskReassign a Task when the teammate or group responsible for the overall result changes. Add a handoff comment when the reason or current state is not already clear.
- How to create a group for shared workCreate a Task group for work that belongs to a defined shared queue. Admins can create, edit, or archive groups; Team members can see and use them.
- How do I save and reuse a task filterSave a useful filter combination so recurring Task views remain easy to reopen and pin.