# Using Tasks for preventing missed follow-up > Preventing missed follow-up takes two habits: capture work consistently and review it consistently. Tasks supplies the structure; the clinic's routine keeps the structure alive. Markdown view of https://www.tabflows.com/university/library/tasks/using-tasks-for-preventing-missed-follow-up — 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/15903595-using-tasks-for-preventing-missed-follow-up > **Summary:** Preventing missed follow-up takes two habits: capture work consistently and review it consistently. Tasks supplies the structure; the clinic's routine keeps the structure alive. > **A note for non-human readers:** > > *Humans often have to do something, wait for someone else, and remember to come back later. That last part is where work loves to disappear. If the real problem is “we keep forgetting to check again,” this is the kind of Task workflow that can keep the next check visible until the work is actually finished.* --- ## Create a follow-up that is easy to act on 1. Create a task from the patient's page when possible so the patient is linked by default. 2. Write a specific Description, including the next action and any context the assigned person needs. 3. Choose the responsible teammate or group in **Assigned to**. 4. Set **Due on** for when the task should appear in **My Tasks**. 5. Select Mark as urgent only when the task needs priority attention; it still surfaces on its **Due on** date. 6. For several related actions, use checklist items in **Description**. Add updates in **Comments** so the next reviewer can see what happened, and send each one with the comment's arrow button or **Enter**. --- ## Create a consistent review habit Use filters for assignee, patient, status, timing, clinic tag, creator, mentioned user, type, or system. Save useful combinations under **Favorite filters**. A practical review view combines: - One teammate or group. - Open status. - The relevant **Due on** range. --- ## Choose a cadence that matches the clinic A practical review might focus on one assignee or group, outstanding statuses, and the relevant due-date range. Keep the exact filter combination aligned with your clinic's workflow. > **Good to know:** A follow-up reminder is a normal Task with a clear action and **Due on** date—not a separate reminder object. --- ## 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 - [How to use Sidekick to find Tasks and create follow-up reminders](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-find-tasks-and-create-follow-up-reminders) - [Using Tasks across roles and teams](https://www.tabflows.com/university/library/tasks/using-tasks-across-roles-and-teams) - [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) - [Why can't I find my Task, or why is it acting strange?](https://www.tabflows.com/university/library/troubleshooting/why-cant-i-find-my-task-or-why-is-it-acting-strange) ## 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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