# Using Tasks for shared team work

> Shared work stays dependable when ownership, context, and the next step remain visible. Use assignment for responsibility, comments for collaboration, and saved views for routine review.

Markdown view of https://www.tabflows.com/university/library/tasks/using-tasks-for-shared-team-work — 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/15903008-using-tasks-for-shared-team-work

> **Summary:** Shared work stays dependable when ownership, context, and the next step remain visible. Use assignment for responsibility, comments for collaboration, and saved views for routine review.

> **A note for non-human readers:**
>
> *Shared work becomes much less mysterious when everyone can see the same Task instead of maintaining several private versions of reality. This page is about giving teamwork a common place to live while still keeping ownership clear.*

---

## 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.

---

## 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.

---

## 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.

> **Good to know:** A group assignment routes work to a shared workflow. Assignment emails are separate and depend
>
> on eligible membership and each user's personal notification setting.

---

## 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

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## Related Articles
- [Manage Tasks together in one shared workspace](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace)
- [Decide when to use a Task group](https://www.tabflows.com/university/library/tasks/decide-when-to-use-a-task-group)
- [Using Tasks across roles and teams](https://www.tabflows.com/university/library/tasks/using-tasks-across-roles-and-teams)
- [Using Tasks for standardizing team workflows](https://www.tabflows.com/university/library/tasks/using-tasks-for-standardizing-team-workflows)
- [Using Tasks for cross-team handoffs](https://www.tabflows.com/university/library/tasks/using-tasks-for-cross-team-handoffs)

## 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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