# How to assign a task to a teammate > Assign a Task to one teammate when that person owns the next action or the overall result. Reassign it when ownership changes; mention someone in a comment when you only need their input. Markdown view of https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-a-teammate — the HTML page is canonical. Product Library: Tasks › Assignment, groups, templates Part of Tabflows 101, Module 2: Tasks (https://www.tabflows.com/university/tabflows-101/tasks) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15902514-how-to-assign-a-task-to-a-teammate > **Summary:** Assign a Task to one teammate when that person owns the next action or the overall result. Reassign it when ownership changes; mention someone in a comment when you only need their input. > **A note for non-human readers:** > > *Assigning a Task answers the deceptively important question: **which human owns this now?** A mention may start a conversation; assignment makes ownership explicit. This page is for the latter.* --- ## 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**. --- ## 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. ![Reassigning tasks](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/f6e6c448fd9de3ad.mp4) > **What happens next:** A direct assignment or reassignment can send an email when the recipient has Task email notifications enabled. Assigning a Task to yourself does not send an assignment email. > **Good to know:** If you only need a teammate’s answer or review, **@ mention** them in a comment instead. A mention gets their attention without changing the task owner. --- ## 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](https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-sidekick) for assignment steps and how to review the result. --- ## 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. --- ## 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) - [Collaborate on tasks with comments and mentions](https://www.tabflows.com/university/library/tasks/collaborate-on-tasks-with-comments-and-mentions) - [Using Tasks for shared team work](https://www.tabflows.com/university/library/tasks/using-tasks-for-shared-team-work) - [Why didn't an @ mention change task ownership](https://www.tabflows.com/university/library/troubleshooting/why-didnt-an-mention-change-task-ownership) - [Use Team Chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work) ## 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) 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.