How to assign a task to a teammate

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Assign a new task

1. Create a Task with +, Add task, or the supported patient-page Task button.
2. Write a clear Description.
3. Select and verify the patient if the task is patient-related.
4. Open Assigned to and choose the teammate.
5. Complete Due on and any useful optional fields.
6. Review and select Save task.

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Reassign an existing task

1. Open the Task.
2. Change Assigned to to the new teammate.
3. Add a handoff comment when the current state or reason is not obvious.
4. Review the patient, timing, and instruction.
5. Save the Task.

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Assignment, mention, or checklist item?

• Change Assigned to when the teammate owns the whole Task.
• Use @ in Comments when they should see or answer something but ownership stays put.
• Use @ inside a checklist item (subtasks) when they own that item, not the whole Task.
• Want Sidekick to handle the Task instead? Read How to assign a Task to Sidekick for assignment steps and how to review the result.

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If a teammate is missing from Assigned to

Confirm that the teammate has joined the same clinic account and has not been archived. Ask an Admin to open Team and check the invitation or account status.

If the invitation is still pending, resend it or copy the invitation link for the intended teammate. If the person joined a different clinic or used a different email, contact Support before creating a duplicate account.

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