# Using Tasks for reviewing patient task history > Filter Tasks by patient to review related work, ownership, timing, checklist progress, and comments in one focused list. This is a working Task view, not a formal audit log. Markdown view of https://www.tabflows.com/university/library/tasks/using-tasks-for-reviewing-patient-task-history — 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/15903683-using-tasks-for-reviewing-patient-task-history > **Summary:** Filter Tasks by patient to review related work, ownership, timing, checklist progress, and comments in one focused list. This is a working Task view, not a formal audit log. > **A note for non-human readers:** > > *A* *patient’s Task history is the story of work the clinic has organized around that person—what was assigned, handed off, completed, or left open. It is not the patient’s entire medical story; that lives in the medical record. One history explains clinic work, while the other explains care.* --- ## Review tasks for one patient Review the Tasks connected to a patient without searching through your entire Task list. You can open Task History from the patient’s record or filter Tasks manually. --- ## Open Task History from a patient record When working in any supported system, such as Hint, Elation, or Spruce: 1. Open a patient page in your selected system. 2. Select the dropdown button next to the patient's name 3. Click **Task History**. 4. Tabflows opens Tasks and filters it to that patient. > **Important:** You don't need to open Tasks in the sidepanel before clicking **Task History**. The button opens the side panel on Tasks and applies the patient filter itself. ![](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/7a30a600fba118f8.mp4) > **Good to know:** Task History shows the Tasks already linked to that patient, so you can check what's been handled before creating a new one. --- ## Filter Tasks by patient manually You can also find a patient’s Tasks directly from the Tasks view: 1. Open **Tasks**. 2. Open the filters and choose **Patient**. 3. Select the patient. 4. Add other filters when helpful. 5. Review the matching Tasks. --- ## Read the view for a specific question - **Status** and **Due on** for outstanding or time-sensitive work - **Assigned to** for work owned by a specific person or group - **Tag** or **System** for a particular workflow - **Creator** or **Mentioned user** for work involving a specific teammate --- ## What you can review The patient-focused list helps you see: - What work was requested - Who owns each Task - Whether the Task is open or complete - Due dates and urgency - Subtask (checklist) progress - Comments and mentions > **Good to know:** This is a focused working history of the patient’s Tasks, not a formal compliance or audit log. --- ## Improve future patient links Remember the creation rule: the patient-page Task button links by default, **+** in **Tasks** requires manual selection, and sidebar **Add Task** may use the open patient. Always verify **Patient** before saving. --- ## 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 - [Manage Tasks together in one shared workspace](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace) - [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) - [What Tabflows does (and what it doesn’t replace)](https://www.tabflows.com/how-it-works) - [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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