Using Tasks for cross-team handoffs

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Create a clear handoff

1. Create the Task from the patient page, sidebar, or Tasks.
2. Write the receiving team's next action in Description.
3. Choose the receiving teammate or group in Assigned to. Use group assignment when the work belongs to a defined group of members.
4. Set Due on for when the task should appear in My Tasks.
5. Confirm Patient when the work is patient-related and add a clinic Tag or Tag to system when useful.
6. After saving, add a comment with the handoff update.
7. Mention a teammate with @ when they need a notification.
8. Save the Task

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Keep the three ownership layers separate

• Assigned to owns the overall Task.
• A subtask @ mention assigns one checklist item.
• A comment @ mention notifies someone about the conversation.

Reassign only when overall ownership changes. Keep decisions and blockers in Comments so the receiver can understand the current state.

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