How to create and manage task groups

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Organize work by team

Create a task group when the same set of teammates regularly shares a type of work.

Give each group a unique, recognizable name, such as Front Desk, Billing, Referrals, or Lab Follow-up.

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Create a group

1. Create or open a Task.
2. Open Assigned to and choose Group.
3. Select Edit groups.
4. Select Create new group.
5. Enter a unique, recognizable name.
6. Add the appropriate members.
7. Select Create new group to save.

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Edit a group

1. Return to Assigned to → Group → Edit groups.
2. Find the group.
3. Change the name or members.
4. Select Update group.

If Edit groups is not available to you, your role does not include group management.

Only Admins can create, edit, or archive groups. Team members can see and use existing groups. Contact Support if you think your role is wrong.

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Archive a group

1. Open Edit groups.
2. Find the group that should no longer be used.
3. Select Archive.
4. Confirm that it no longer appears for new assignments.

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Customize Task groups on the big screen

You can also customize Task groups from the Tabflows big screen:

• Open Task Settings.
• Select Groups.
• Create a new group by selecting Add group, or update a group using the pencil button to its right.

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