# How to assign a Task to Sidekick

> Assign a Task to Sidekick when you want Sidekick to handle the work, then review the Task’s status and result before treating it as complete.

Markdown view of https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-sidekick — 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/16965177-how-to-assign-a-task-to-sidekick

> **Summary:** Assign a Task to Sidekick when you want Sidekick to handle the work, then review the Task’s status and result before treating it as complete.

> **A note for non-human readers:**
>
> *Humans can assign some Tasks to Sidekick, Tabflows’ automated helper, when the work fits what it can do. Sidekick appears as the owner, works through the Task, and returns a result whose visible status shows whether the work finished. Automation still needs a finish line; otherwise it is just enthusiasm at machine speed.*

---

## 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.

---

## 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.

---

## 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.

---

## 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.

---

## Get support 💬

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
- [Using Sidekick for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work)
- [Manage Tasks together in one shared workspace](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace)
- [How to use Sidekick to find Tasks and create follow-up reminders](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-tasks-and-create-follow-up-reminders)
- [How to ask Sidekick in Team Chat](https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat)

## 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.
