How to assign a Task to Sidekick

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Assign a Task to Sidekick

1. Open a new or existing Task.
2. Open Assigned to.
3. Select Tabflows, or type Tabflows to find it.
4. Review the Task description, patient, due date, and any other details.
5. Save the Task.

The Task now shows Tabflows as its assignee.

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Other ways to choose Sidekick

You can also choose Sidekick:

• as the default assignee in a Task template,
• for recurring assignments,
• when reassigning an existing Task,
• under Assigned to in Task filters,
• or by asking Sidekick to assign a Task.

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Review the result

Follow the Task status and review any result Sidekick returns. Assignment alone does not confirm that the work finished.

When Sidekick queues work for an open Task, the Task can move to In progress. When that job ends—even if it failed or was cancelled—the Task can move to Waiting so a person can review what came back. Sidekick can later choose Done when the overall Task work is finished.

Read the returned result and Task comments before relying on the status. Done means the Task was marked finished; it does not mean a human verified every fact.

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If Sidekick is missing

If Tabflows does not appear in Assigned to for one of your team members, the Tabflows assignee is not turned on for your clinic or for that person. If it is still missing, contact Tabflows Support.

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