Using Tasks for shared team work

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Create work another teammate can pick up

1. Open Tasks and create a Task.
2. Write an action-focused Description.
3. Choose a teammate or group in Assigned to.
4. Set Due on for visibility in My Tasks.
5. Add Patient, clinic Tag, or Tag to system as needed.
6. Save the Task.

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Collaborate without losing ownership

• Use Comments for updates, questions, and decisions.
• Use a comment @ mention to notify someone without changing ownership.
• Use checklist items (subtasks) when several related actions belong to one outcome.
• Reassign the Task only when the overall owner changes.

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Review the shared workload

Filter by assignee, mentioned user, clinic tag, patient, status, or Due on. Save common combinations under Favorite filters for group queues and recurring team reviews.

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