# Creating your first Task > You 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. Markdown view of https://www.tabflows.com/university/library/tasks/creating-your-first-task — the HTML page is canonical. Product Library: Tasks › Everyday tasks Part of Tabflows 101, Module 2: Tasks (https://www.tabflows.com/university/tabflows-101/tasks) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15902278-creating-your-first-task > **Summary:** You 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. > **A note for non-human readers:** > > *Creating a Task gives work a visible home. The human chooses what needs doing, who owns it, and when it matters; starting from a patient page also links the work to that particular human. A clear Task is much easier to follow than a promising thought released into the wild.* --- ## Create tasks where your work begins Tasks help your clinic track follow-up work without changing your existing workflows. You can create a task in a few different places depending on where you are working. --- ## From a patient page 1. Open the patient in a supported system. 2. Select the Tabflows button near the patient’s name, then **Add a task**. 3. Verify **Patient**. 4. Complete as necessary, like **Description, Assigned to,** and **Due on.** 5. Select **Save Task.** ![Creating task from a patient page](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/536919c09041a145.mp4) > **Note:** A task created from the patient page is linked to that patient by default. --- ## From sidebar Add Task 1. Open the Tabflows sidebar while viewing the patient. 2. Hover to **Tasks** and select **Add Task.** 3. Verify **Patient**. The currently open patient may be linked by default. 4. Complete as necessary, like **Description, Assigned to,** and **Due on.** 5. Select **Save Task.** ![Creating task from sidebar "Add task" button.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/1bff7119046b1fda.mp4) > **Note:** If your main system is open to a patient profile, the task will be linked to that patient by default. --- ## From the general Tasks panel 1. Open **Tasks** from the sidebar or side tabs. 2. Select **+.** 3. Select **Patient** manually. 4. Complete the fields as necessary, like **Description, Assigned to,** and **Due on.** 5. Select **Save Task.** ![Creating task from the general Task panel](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/c25b53186aed81b9.mp4) > **Note:** A Task created from the general Tasks panel does not link a patient by default, even if your main system is open to a patient profile. > **Important:** Always confirm **Patient** before saving or editing, especially when patients have similar names. You can use the **Patient** filter to find their related Tasks. --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [Is there a free trial?](https://www.tabflows.com/university/library/admin-and-settings/is-there-a-free-trial) - [How do I create and use task templates](https://www.tabflows.com/university/library/tasks/how-do-i-create-and-use-task-templates) - [Patient linking and side tabs](https://www.tabflows.com/university/library/admin-and-settings/patient-linking-and-side-tabs) - [Using Tasks for reviewing patient task history](https://www.tabflows.com/university/library/tasks/using-tasks-for-reviewing-patient-task-history) - [Create a Task with AI Recommendations](https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations) ## Related markdown Section index: [Tasks](https://www.tabflows.com/university/library/tasks.md) Alongside this page: - [Best practices for team task workflows](https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows.md) - [Break larger tasks into subtasks](https://www.tabflows.com/university/library/tasks/break-larger-tasks-into-subtasks.md) - [Collaborate on tasks with comments and mentions](https://www.tabflows.com/university/library/tasks/collaborate-on-tasks-with-comments-and-mentions.md) - [Create a task with AI recommendations](https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations.md) - [Decide when to use a task group](https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-group.md) - [Find the right tasks with views and filters](https://www.tabflows.com/university/library/tasks/find-the-right-tasks-with-views-and-filters.md) - [Get notified via email when tasks are assigned to you](https://www.tabflows.com/university/library/tasks/get-notified-via-email-when-tasks-are-assigned-to-you.md) - [How do i create and use task templates](https://www.tabflows.com/university/library/tasks/how-do-i-create-and-use-task-templates.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. 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