# Organize Tasks with clinic tags > Clinic tags give your team a consistent way to group and review Tasks without bloating the description. Markdown view of https://www.tabflows.com/university/library/tasks/organize-tasks-with-clinic-tags — 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/15902155-organize-tasks-with-clinic-tags > **Summary:** Clinic tags give your team a consistent way to group and review Tasks without bloating the description. > **A note for non-human readers:** > > *Tags are labels humans add so future humans can find related work without remembering exactly what it was called. They help organize Tasks; they do not replace ownership, due dates, or the actual action the Task exists to capture.* --- ## Clinic "Tag" and "Tag to system" are not the same - Clinic **Tag** is a label your clinic defines, such as Labs, Referrals, Billing, Intake, Forms, or Records. - **Tag to system** identifies the connected system where the work belongs. **Tags** add consistent categories to tasks without making the task description longer. > **Common tags include:** > > - *Labs, Refills, Referrals, Follow-up, Billing, Intake, Forms, and Records*. > > Use a small, consistent set so the same workflow is not split across duplicate tags. > **Good to know:** Only **Admins** can create, rename, or delete clinic tags. Team members can see and use existing tags. --- ## Add a tag to a task 1. Create a task or open an existing task. 2. Open the **Tag** field. 3. Select the tag that matches the work. 4. Save the task. --- ## Filter by tag 1. Open Tasks. 2. Select **Show filters**. 3. Choose Tag. 4. Select one or more tags. 5. Review the filtered list. --- ## Manage the clinic's tag set 1. Open the Tag dropdown from a new or existing task. 2. Select **Edit tags**. 3. Create a tag by choosing Create a new tag, entering a name, selecting a color, and saving. 4. Edit a tag by changing its name or color, then saving. Renamed tags update on existing tasks clinic-wide. 5. Delete a tag by selecting its delete or trash control. ![Creating clinic tags from sidebar](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/7c9461076d4e987e.mp4) > **Important:** Before deleting a tag, confirm that your clinic no longer needs it. --- ## Customize Task tags on the big screen You can also manage Task tags from the Tabflows big screen: - Open [Task Settings](https://app.tabflows.com/tasks-settings). - Select **Tags**. - Create a new tag, or edit or delete an existing one. ![Creating clinic tags from clinic settings](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/ca5ca2acf7f6875e.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 - [Decide when to use a Task group](https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-group) - [How do I create and use task templates](https://www.tabflows.com/university/library/tasks/how-do-i-create-and-use-task-templates) - [Using Tasks across roles and teams](https://www.tabflows.com/university/library/tasks/using-tasks-across-roles-and-teams) - [Using Tasks for standardizing team workflows](https://www.tabflows.com/university/library/tasks/using-tasks-for-standardizing-team-workflows) - [What are the most common ways clinics use Tasks](https://www.tabflows.com/university/library/tasks/what-are-the-most-common-ways-clinics-use-tasks) ## 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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