Using Tasks for standardizing team workflows

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Standardization is useful when the same type of work happens repeatedly. A task template can provide a consistent starting point, while tags help the team organize the resulting tasks.

Build a reusable task template

1. Open Tasks and hover over +, then choose New template (Admins only).
2. Or open Task Settings, select Templates, and choose New template.
3. Add the reusable details. A template can include Description, default Assigned to, clinic Tag, and a Due on offset.
4. Save the template with a name that tells the team when to use it.

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Use tags as a controlled vocabulary

Agree on a small set of clinic Tag names. Avoid duplicates such as Referral, Referrals, and Referral follow-up unless they represent genuinely different review workflows.

Use Tag to system separately when the Task belongs to a connected system.

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Keep the workflow understandable

When someone starts a Task from the template:

1. Review Description, Assigned to, Due on, and clinic Tag.
2. Add or verify Patient.
3. Add checklist items for case-specific steps.
4. Use Comments for exceptions, decisions, and updates.
5. Save only after the current Task is correct.

A template is a starting point, not a substitute for checking patient-specific or

time-specific information.

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