# Using Tasks for standardizing team workflows > Standardize work that repeats by giving teammates a consistent starting point and a shared way to organize it. Templates prepare the Task; clinic tags make the resulting work easier to review. Markdown view of https://www.tabflows.com/university/library/tasks/using-tasks-for-standardizing-team-workflows — 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/15903622-using-tasks-for-standardizing-team-workflows > **Summary:** Standardize work that repeats by giving teammates a consistent starting point and a shared way to organize it. Templates prepare the Task; clinic tags make the resulting work easier to review. > **A note for non-human readers:** > > *Humans have a remarkable talent for solving the same problem 47 times and acting like it’s brand-new every single time. Task templates save everyone the déjà vu by keeping the usual instructions, owners, labels, and timing ready to go. Clinic tags give the work a shared vocabulary, so finding and reviewing Tasks doesn’t turn into a guessing game. Each new Task still gets its own patient and case-specific details—because copy-pasting a routine is clever, but copy-pasting someone’s entire case is a whole different adventure. Let the template remember the routine, not pretend every patient is the same human.* --- 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. ![Creating a task template](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/1eeb1177fc375001.mp4) --- ## 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. --- ## 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. > **Good to know:** Renaming a clinic tag updates existing Tasks. Before deleting a tag, verify its impact on existing work. --- ## 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 do I create and use task templates](https://www.tabflows.com/university/library/tasks/how-do-i-create-and-use-task-templates) - [When to use a task template vs. a one-off task](https://www.tabflows.com/university/library/tasks/when-to-use-a-task-template-vs-a-one-off-task) - [Using Tasks across roles and teams](https://www.tabflows.com/university/library/tasks/using-tasks-across-roles-and-teams) - [Using Tasks for shared team work](https://www.tabflows.com/university/library/tasks/using-tasks-for-shared-team-work) ## 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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