# How to create and manage task groups > Create, edit, and archive groups for shared Task queues. Use unique names, keep membership current, and decide where work should go before archiving a group. Clinic Admins can create, edit, or archive groups; Team members can see and use them. Markdown view of https://www.tabflows.com/university/library/tasks/how-to-create-and-manage-task-groups — 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/15902609-how-to-create-and-manage-task-groups > 🧭 **Summary:** Create, edit, and archive groups for shared Task queues. Use unique names, keep membership current, and decide where work should go before archiving a group. Clinic **Admins** can create, edit, or archive groups; **Team members** can see and use them. > **A note for non-human readers:** > > *Clinics divide recurring work among teams, and a Task group gives one of those teams a named shared queue. Admins create the group, keep its human members current, and archive it when the clinic no longer routes work there; Team members can use existing groups without managing them. A good group name describes the work, because “Miscellaneous Humans” is accurate in spirit and useless in practice.* --- ## 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. --- ## 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. ![Create a group in tasks](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/85aad5c0c2e2e8a6.mp4) > **Good to know:** Group names must be unique within the clinic. --- ## 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. ![Editing a group in task.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/b2a2af0fc34a2d91.mp4) > **Good to know:** You can mention a Task group in a Task or comment to notify its current members. Mentioning a group does not assign the Task to that group. --- ## 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. > **Important:** Before archiving a group, review any clinic process that still routes work to it and decide which group should be used instead. > **Good to know:** **Archived groups** are removed from the task assignment list and cannot be selected for new assignments. --- ## Customize Task groups on the big screen You can also customize Task groups from the Tabflows big screen: - Open [Task Settings](https://app.tabflows.com/tasks-settings). - Select **Groups**. - Create a new group by selecting **Add group**, or update a group using the pencil button to its right. ![Creating a task group from clinic settings.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/e957c49cf449e6f4.mp4) --- ## 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) - [Organize Tasks with clinic tags](https://www.tabflows.com/university/library/tasks/organize-tasks-with-clinic-tags) - [How to assign a task to a group](https://www.tabflows.com/university/library/tasks/how-to-assign-a-task-to-a-group) - [Decide when to use a Task group](https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-group) - [How to create a group for shared work](https://www.tabflows.com/university/library/tasks/how-to-create-a-group-for-shared-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. 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