# Decide when to use a Task group > A 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. Markdown view of https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-group — the HTML page is canonical. Product Library: Tasks › Assignment, groups, templates Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15902599-decide-when-to-use-a-task-group > **Summary:** A 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. > **A note for non-human readers:** > > *Some work belongs to one human; other work belongs to a clinic function such as referrals or billing. A Task group gives that shared function a visible destination when responsibility is intentionally collective. It is less useful when ‘the group’ is merely a polite name for nobody deciding.* --- ## 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. > **Examples include:** *Front Desk, Medical Assistants, Providers, Billing, Operations, Referrals, and Lab Follow-up.* --- ## 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. --- ## 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. --- ## 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.** > **Good to know:** Assigning a Task to a group routes it to the shared team workflow. Email delivery is separate and depends on each eligible member's personal Task email setting. --- ## 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 - [Manage Tasks together in one shared workspace](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace) - [Organize Tasks with clinic tags](https://www.tabflows.com/university/library/tasks/organize-tasks-with-clinic-tags) - [How to assign a task to a group](https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-a-group) - [How to create and manage task groups](https://www.tabflows.com/university/library/tasks/how-to-create-and-manage-task-groups) - [Using Tasks for patient follow-up](https://www.tabflows.com/university/library/tasks/using-tasks-for-patient-follow-up) ## 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) - [Creating your first task](https://www.tabflows.com/university/library/tasks/creating-your-first-task.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. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.