Decide when to use a Task group

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Know when a Task group makes sense

Task groups are best for work shared by a team instead of one specific person. Once created, they appear alongside individual teammates in the Assigned to field, making it easy to route work to the right group.

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Group or individual: Who should own the Task?

• Choose a group for shared queues such as Front Desk, Billing, Referrals, or Lab Follow-up.
• Choose an individual team member when one person owns the outcome from the start.
• Use a comment @ mention when you need input but want ownership to stay unchanged.

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Assign to an existing group

1. Create a task or open an existing task.
2. Open Assigned to.
3. Select Group.
4. Choose the group that owns the workflow.
5. Confirm Patient, Due on, clinic Tag, and Description.
6. Save the task.

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Make the queue operational

Group assignment works best when the group name is specific, and the clinic has agreed on how members review shared work. Use filters to review tasks assigned to a group, and keep updates in task Comments.

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