Why can't I find my Task, or why is it acting strange?

---

A Task is missing from My Tasks

Check:

1. Is Assigned to set to you or an appropriate group?
2. Has the Due on date arrived?
3. Should the Due on date be earlier? Mark as urgent alone does not bring a future Task into My Tasks.
4. Are active filters hiding it?

---

The wrong patient is linked, or no patient is linked

The creation path matters:

• The supported patient-page Task button links that patient by default.
• Sidebar Add task may use the patient open in the main system.
• + in the general Tasks panel requires manual patient selection.

Open the Task, verify Patient, correct it if needed, and save.

---

An assignment email did not arrive

Check:

• The Task's current Assigned to value.
• The recipient's personal Email notifications for tasks setting.
• Spam, junk, and inbox rules.
• Whether the Task is visible inside Tabflows.

Direct assignment, reassignment, and eligible group assignment can send email. Self-assignment does not. Group email also depends on eligible members and personal notification settings.

---

A mention did not change ownership

That is expected for @ mentions in Comments. Update Assigned to when the overall Task owner should change.

An @ mention inside a checklist item (subtask) names that teammate on the item and adds the Task to their Mentions. It still does not change the Task-level owner.

---

A saved filter is hard to find

Open Favorite filters. Saved views can be reused, pinned, searched, or deleted. If the results look wrong, open the saved view and inspect its active filters.

---

A group name will not save

Go to Assigned to → Group → Edit groups (Admins only) to review existing groups. Otherwise, ask a clinic Admin for help. If it still doesn't save, contact team@tabflows.com.

---

A task created from a template has unexpected details

Review every populated field and update anything that does not fit this Task. Team members can adjust an ordinary Task created from a template, and the shared template itself is created, edited, or deleted in Task Settings → Templates.

---

A clinic tag was renamed or needs to be deleted

Only Admins can rename or delete clinic tags. Team members can continue using existing tags.

Renaming a clinic tag updates existing Tasks. Before deleting one, contact Support to confirm the effect on Tasks that use it.

---

Why are my Tasks not showing up

---

Quick checks

• Make sure you are using the latest Tabflows extension.
• Refresh the page.
• Close and reopen the extension.
• Open Tasks again.

---

Restore Tasks

1. Sign in to Tabflows
2. Refresh the current page
3. Close and reopen the extension
4. Return to the sidebar or side tabs
5. Look for Tasks again

---

Didn't quite do the trick? Let's try reinstalling:

Uninstall the extension:

1. Navigate to chrome://extensions/
2. Find Tabflows in the list and click Remove

Reinstall the extension:

1. Go to tabflows.com/extension
2. Install the extension again
3. Navigate back to any of your apps and sign in
4. Look for Tasks again

---

Confirm it worked

Tasks appear in Tabflows and open the expected Task view.

---

Why is a task missing from My Tasks

---

By default, My Tasks shows incomplete Tasks assigned to the signed-in user or a group they belong to that are due today or overdue. Tasks due in the future and completed Tasks will not appear in this default view.

If a Task seems to be missing, first check its assignee, due date, completion state, and any active filters before assuming the Task is gone.

---

Quick checks

• Confirm Assigned to includes you or an eligible group.
• Review Due on.
• Set the Due on filter to Urgent to see a future urgent Task.
• Clear active filters.

---

Find the task

1. Open the full Tasks list.
2. Clear status, patient, To (assignee), Due on, and tag filters.
3. Search or filter for the task.
4. Open it and review Assigned to and Due on.
5. Correct the assignment or timing if needed.
6. Set Due on to today when it needs to appear immediately.

---

Confirm it worked

The Task appears in My Tasks under the expected timing and assignment conditions.

---