Find the right tasks with views and filters

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Bring the right tasks into view

When your Tasks list gets busy, filters help you quickly find the work you need.

Narrow tasks by patient, assignee, status, due date, workflow, and other details. Combine filters to create more specific views, such as open lab tasks assigned to a team.

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Narrow the list

1. Open Tasks from the Tabflows sidebar or side tabs.
2. Select Show filters.
3. Choose a field, such as Created by, Assigned to, Patient, Due date, Task status, Task type, Tag, or Mentioned.
4. Select the value or values you want to include.
5. Select Tabflows under Assigned to to view Tasks assigned to Sidekick.
6. Add another filter if needed.
7. Close the filter panel and review the updated list.

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Filter by status

Choose All, To do, In progress, Waiting, or Done.

• All — Includes every status allowed by your other filters.
• To do — Includes every unfinished Task: To do, In progress, and Waiting. This keeps older open and To do views from losing unfinished work.
• In progress — Shows only Tasks currently being worked.
• Waiting — Shows only Tasks paused for input, approval, or another dependency.
• Done — Shows only completed Tasks.

When a status other than All is active, its chip appears below the filters with an ×. Select the × to clear only the status selection and return it to All. Other filters, search terms, and sorting remain unchanged.

Select the chip’s label instead when you want to reopen the filter and choose another status.

If the status came from a Favorite filter, clearing it also removes that Favorite filter’s selected state. The remaining filter criteria continue to apply.

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Review recently completed Tasks first

After filtering to the Tasks you want to review, open Sort and choose Completed (recent first).

Completed Tasks appear first, starting with the Task completed most recently. Open Tasks follow the completed work. This option is available in the web Tasks view and the Chrome extension Tasks view.

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Save a view you use often

1. Open the Tasks side panel in Tabflows
2. Apply the filters you want to save
3. Once your filters are active, a blue Save filter link will appear
4. Click Save filter. A pop-up will appear titled Save filter to favorites
5. Review the Save filter to favorites dialog
6. Enter a clear name in Filter name
7. Click Save filter

Open Favorite filters to reuse, search, pin, or delete a saved filter. Useful names include “My open follow-ups,” “Urgent tasks,” and “Front desk tasks due today.”

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Keep one Task in reach

Open a Task’s menu and choose Pin task. The Task moves to a Pinned section above the list and stays there while you change views or filters.

You can pin one Task at a time for each clinic. Pinning another replaces the current pin. Open the same menu and choose Unpin task when you no longer need it at the top.

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