Best practices for team task workflows

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Agree on the clinic's minimum standard

Good team task workflows make the next action obvious to anyone who opens the task.

Every Task should include:

• An action-focused Description.
• The correct Patient when applicable.
• One teammate or group in Assigned to.
• A useful Due on date.
• A clinic Tag only when it helps the team organize or review the work.

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Keep ownership clear

• Assign the task to a teammate when one person owns the outcome.
• Assign it to a group when the group shares responsibility for the work.
• Mention a teammate in a comment when you need input without transferring ownership.
• Reassign the Task when responsibility actually changes.

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Match the status to the next move

Move a Task through the status that best describes the next responsibility: To do before work begins, In progress while someone is working on it, Waiting when a reply or external result is needed, and Done only when the outcome is complete and no follow-up remains. Status explains the stage; the assignee still explains who owns the next move.

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Review work consistently

Use filters and Favorite filters to build a regular review view. During review:

1. Check open work by a team member or group.
2. Look for Tasks that have surfaced by Due on.
3. Review urgent work separately.
4. Read comments for blockers or handoffs.
5. Complete finished work and update Tasks whose plan changed.

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