# Keep tasks clear with due dates, urgency, and task details > Each Task field has one job. Use the smallest set of details that gives the owner a clear action, the right context, and the right visibility. Markdown view of https://www.tabflows.com/university/library/tasks/keep-tasks-clear-with-due-dates-urgency-and-task-details — the HTML page is canonical. Product Library: Tasks › Everyday tasks Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15902047-keep-tasks-clear-with-due-dates-urgency-and-task-details > **Summary:** Each Task field has one job. Use the smallest set of details that gives the owner a clear action, the right context, and the right visibility. > **A note for non-human readers:** > > *“Do the thing soon” is a wonderfully human instruction and a terrible Task. This page shows how due dates, urgency, and useful details turn vague intention into work another human can actually understand and act on.* --- ## The fields that move work forward Clear task details turn a short reminder into work that another teammate can confidently complete | Field | Description | | --- | --- | | **Description** | The action and expected outcome | | **Assigned to** | The teammate or group that owns the Task | | **Patient** | The patient connected to the work, when applicable | | **Due on** | The date the Task surfaces in My Tasks | | **Mark as urgent** | Flags the Task Urgent in red; it still surfaces on its Due on date | | **Tag** | Your clinic's own category for organizing work | | **Tag to system** | The connected system associated with the work | | **Repeat** | A schedule for work that genuinely recurs | --- ## Build the Task in a sensible order 1. Write an action-specific **Description**. 2. Choose a teammate or group in **Assigned to**. 3. Select or verify **Patient**. 4. Add **Tag to system** or a clinic **Tag** when it will help someone find the work. 5. Set **Due on** for when the owner should see the Task in **My Tasks**. 6. Add **Repeat** only for a matching recurring schedule. 7. Turn on **Mark as urgent** only for immediate attention. 8. Review and save. > **Good to know:** **Urgency** does not replace a clear instruction, owner, or timing. If timing changes, add a comment so teammates can see what changed instead of silently rewriting the original direction. --- ## Choose how Task titles appear with Smart Triage Clinic Admins can open the full Tabflows web app, select Task Settings, then Smart Triage. Choose one option for the clinic: - **Use first line of task description as title —** keeps the visible title tied to the way the Task begins. ![Use first line of task description as title](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/3f97c2945b677863.mp4) - **Generate AI titles for tasks —** shows a short AI-generated title to make longer Task descriptions easier to scan. ![Generate AI titles for tasks](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/1900e70433957307.mp4) Changing this setting changes the title style shown on Task cards. It does not rewrite the Description or change the owner, patient, due date, urgency, tags, or comments. > **Good to know:** If an AI title is not available, Tabflows continues showing a description-based title. --- ## Protect attention and patient context Use enough detail to make the work safe and clear. Do not add patient-sensitive information that the owner does not need for the action. ### Write useful details - Prefer *“Call patient about unsigned intake form”* over *“Follow up.”* - Include the expected outcome, not protected details the teammate does not need. - Use comments for updates instead of rewriting the original instruction without explanation. - Reserve urgent for genuinely time-sensitive work so it remains meaningful. --- ## 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) - [Using Tasks across roles and teams](https://www.tabflows.com/university/library/tasks/using-tasks-across-roles-and-teams) - [Using Tasks for time-sensitive work](https://www.tabflows.com/university/library/tasks/using-tasks-for-time-sensitive-work) - [Create a Task with AI Recommendations](https://www.tabflows.com/university/library/tasks/create-a-task-with-ai-recommendations) ## 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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