# Using Tasks for cross-team handoffs

> A good handoff tells the receiving teammate or group what happened, what they own next, and when the work should surface. Put the context in the Task so it travels with the work.

Markdown view of https://www.tabflows.com/university/library/tasks/using-tasks-for-cross-team-handoffs — 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/15903668-using-tasks-for-cross-team-handoffs

> **Summary:** A good handoff tells the receiving teammate or group what happened, what they own next, and when the work should surface. Put the context in the Task so it travels with the work.

> **A note for non-human readers:**
>
> *A handoff is the moment one human says, in effect, “this part is yours now.” The dangerous version is when both sides think the other still owns it. This page is about making the receiving owner and next action visible enough that the work survives the transfer.*

---

## 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

---

## 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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## Related Articles
- [Using Tasks for patient follow-up](https://www.tabflows.com/university/library/tasks/using-tasks-for-patient-follow-up)
- [Using Tasks for shared team work](https://www.tabflows.com/university/library/tasks/using-tasks-for-shared-team-work)
- [How to use comments on a task](https://www.tabflows.com/university/library/tasks/how-to-use-comments-on-a-task)
- [How to reassign a task](https://www.tabflows.com/university/library/tasks/how-to-reassign-a-task)
- [Why didn't an @ mention change task ownership](https://www.tabflows.com/university/library/troubleshooting/why-didnt-an-mention-change-task-ownership)

## 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)

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