When to use a task template vs. a one-off task

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Use a template when

• The workflow happens often.
• The same description or checklist applies most of the time.
• The same teammate or group usually owns it.
• A consistent clinic Tag and Due on offset are useful.
• The clinic wants everyone to start with the same instructions.

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Use a one-off task when

• The request is unusual or unlikely to repeat.
• The owner, timing, or instructions are unique.
• A template would require more editing than starting fresh.
• The process has not been standardized yet.

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Create the task

For a task template, open it and review every prefilled field. Add or verify Patient, adjust the current details, and save only when the instance is correct.

For one-off work, open Tasks, select +, complete Description, Assigned to, and Due on, add optional details as needed, then select Save Task.

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