# How to assign a task to a group

> Assign a Task to a group when the work belongs to a shared queue and any qualified member can handle it. Give the group enough context to act without returning to the creator for basic details.

Markdown view of https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-a-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/15902556-how-to-assign-a-task-to-a-group

> **Summary:** Assign a Task to a group when the work belongs to a shared queue and any qualified member can handle it. Give the group enough context to act without returning to the creator for basic details.

> **A note for non-human readers:**
>
> *Sometimes the owner of work is not “Alex” but “the people handling referrals.” Group assignment is how humans express that. This page explains how to send a Task to the intended shared owner instead of merely talking to the group about it.*

---

## Route work to the right team

Group assignment routes a task to a defined team, such as Front Desk, Medical Assistants, Providers, Billing, or Operations.

Use a group when the work belongs to a shared queue rather than one named person. Use an individual assignee when one teammate must own the outcome from the start.

---

## Assign a task to a group

1. Create a new Task or open an existing one.
2. Add or review **Description**.
3. Confirm **Patient** when applicable.
4. Open **Assigned to**.
5. Switch to **Group**.
6. Choose the group.
7. Complete **Due on** and add a clinic **Tag** or urgency when useful.
8. Review and save.

![Assigning tasks to a group.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/14a5c8b1fc0cb8e7.mp4)

---

## What happens after saving

The Task enters the group's shared workflow. Eligible group members can receive an assignment email when their personal Task email setting is enabled. The person assigning the Task does not receive that group-assignment email.

> **Important:** Before assigning to a group, make sure the group name clearly matches the workflow. Add enough detail for any group member to understand the next action without asking the creator for basic context.

> **Choose this when:** If one person clearly owns the outcome, assign that teammate instead. A group should represent a real shared workflow, not uncertainty about who should do the work.

---

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## Related Articles
- [Decide when to use a Task group](https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-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 shared team work](https://www.tabflows.com/university/library/tasks/using-tasks-for-shared-team-work)
- [How to create a group for shared work](https://www.tabflows.com/university/library/tasks/how-to-create-a-group-for-shared-work)
- [How to assign a Task to Sidekick](https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-sidekick)

## 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)
- [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)

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