# Using Tasks across roles and teams > Tasks gives different clinic roles one shared place to coordinate work without forcing every team into the same routine. Each workflow can look different, but every Task still needs a clear action, owner, and review date. Markdown view of https://www.tabflows.com/university/library/tasks/using-tasks-across-roles-and-teams — the HTML page is canonical. Product Library: Tasks › Task use cases Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15902724-using-tasks-across-roles-and-teams > **Summary:** Tasks gives different clinic roles one shared place to coordinate work without forcing every team into the same routine. Each workflow can look different, but every Task still needs a clear action, owner, and review date. > **A note for non-human readers:** > > *A clinic contains humans with different jobs: some greet and schedule patients, some assist with care, some make clinical decisions, and others manage money or operations. Work often crosses those job boundaries before it is finished. A Tabflows Task carries the action, owner, patient, and timing as it moves, so the clinic does not depend on every role sharing one enormous collective memory. Job titles may differ; unfinished work remains stubbornly unfinished for everyone.* --- ## Common ways teams use Tasks - **Front desk teams** can track scheduling follow-up, forms, intake steps, and paperwork. - **Medical assistants** and **nurses** can coordinate callbacks, lab follow-up, records, and visit preparation. - **Providers** can route follow-up, review outstanding work, and check patient-related tasks. - **Billing** and **administrative teams** can manage payment questions, membership issues, and operational follow-up. --- ## Set up work that another role can follow 1. Create a Task from a patient page, sidebar **Add Task**, or **+** in **Tasks**. 2. Enter the required **Description**, **Assigned to**, and **Due on** fields. **Due on** controls when the task appears in **My Tasks.** 3. Add a **Patient** when the work is patient-related. 4. Add optional details such as **Tag to system**, clinic **Tag**, **Repeat**, or **Mark as urgent** when they help the team understand or organize the work. 5. Use **Comments** for updates. Choose **Save Task**, then type **@** followed by a teammate's name in a comment when they need a notification. --- ## Let each role build a useful view Filters can focus the list by owner, patient, status, timing, tag, system, or mentioned user. Save common combinations under **Favorite filters** so each role can return to the work it reviews most often. > **Good to know:** Different roles may use different tags or views, but ownership should not become ambiguous. One teammate or one defined group owns each Task. --- ## 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 - [Keep tasks clear with due dates, urgency, and task details](https://www.tabflows.com/university/library/tasks/keep-tasks-clear-with-due-dates-urgency-and-task-details) - [Using Tasks for shared team work](https://www.tabflows.com/university/library/tasks/using-tasks-for-shared-team-work) - [Using Tasks for multi-step workflows](https://www.tabflows.com/university/library/tasks/using-tasks-for-multi-step-workflows) - [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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