# Team Chat

> Talk with your team in Team Chat, keep private notes in My chat, and link the Task when a conversation turns into work.

Markdown view of https://www.tabflows.com/university/tabflows-101/team-chat — the HTML page is canonical.

Tabflows 101, Module 3 · Admin track 4 min · Team track 4 min

Talk with your team in Team Chat, keep private notes in My chat, and link the Task when a conversation turns into work.

Team Chat is how your team talks inside Tabflows. **Team** holds the clinic's shared channels, and **My chat** is a private space for your own notes and Sidekick questions.

A message is not an assignment, and a mention is not ownership. When a conversation turns into work that needs an owner and a due date, it belongs in a Task, and you can link that Task in the conversation so everyone sees its live status.

## Topics

### Pick Team or My chat

Open **Chat**, and select **Team** if you see the switch. **Team** holds the shared clinic channels; **My chat**, if your account has it, is private to you, for notes and Sidekick questions.

Tip: If something needs an owner or a due date, make it a Task instead of leaving it in chat.

- [Use Team Chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work)
  Markdown: https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work.md
- [Use My chat for private notes and Sidekick questions](https://www.tabflows.com/university/library/team-chat/use-my-chat-for-private-notes-and-sidekick-questions)
  Markdown: https://www.tabflows.com/university/library/team-chat/use-my-chat-for-private-notes-and-sidekick-questions.md

### Post, mention and reply in a thread

Mention a teammate or group when you need their attention. A mention doesn't assign work.

1. Open Team Chat, type your message, and mention anyone who needs to see it.
2. To keep follow-up together, open **Reply** on a message and answer in the thread.
3. When someone mentions you, tick the acknowledgement checkbox to show you've seen it.

Tip: Use **Unreads**, **Mentions** and **Find** to catch up on what you missed.

- [Use Team Chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work)
  Markdown: https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work.md

### Put a Task in the conversation

Link a Task so everyone can see its owner, due date and status beside the message. Linking a Task doesn't reassign it.

1. Start a message and select **Link task**.
2. Search by the Task description and choose up to three Tasks.
3. Add a message if it helps, and send.

- [Use Team Chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work)
  Markdown: https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work.md

### Ask @Sidekick in a channel

Type **@Sidekick** in a message and Sidekick replies in the thread, where everyone in the conversation can read it.

1. Type **@Sidekick** and your question, such as "what is our cancellation policy?"
2. Send it, and review the reply before acting on it.

Tip: A Task Sidekick creates from Team Chat isn't connected to a patient, so put the patient's name in the Task title and check the saved Task.

- [How to ask Sidekick in Team Chat](https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat)
  Markdown: https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat.md

### Schedule a repeating request

In **My chat** you can schedule a note or **@Sidekick** request to run once or repeat, even when your browser is closed. Scheduling isn't turned on for every account.

1. In **My chat**, write the note or **@Sidekick** request, without files.
2. Select the caret beside **Send** and choose a timing, such as **Every weekday**.
3. Select **Send** (for Custom, select **Schedule** in the dialog first). You can pause, edit or delete it later under **Scheduled**.

- [Schedule and repeat messages in My chat](https://www.tabflows.com/university/library/team-chat/schedule-and-repeat-messages-in-my-chat)
  Markdown: https://www.tabflows.com/university/library/team-chat/schedule-and-repeat-messages-in-my-chat.md

## Read
- [Use Team Chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work)
  Markdown: https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work.md
- [How to ask Sidekick in Team Chat](https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat)
  Markdown: https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat.md
- [Use My chat for private notes and Sidekick questions](https://www.tabflows.com/university/library/team-chat/use-my-chat-for-private-notes-and-sidekick-questions)
  Markdown: https://www.tabflows.com/university/library/team-chat/use-my-chat-for-private-notes-and-sidekick-questions.md
- [Schedule and repeat messages in My chat](https://www.tabflows.com/university/library/team-chat/schedule-and-repeat-messages-in-my-chat)
  Markdown: https://www.tabflows.com/university/library/team-chat/schedule-and-repeat-messages-in-my-chat.md

## Do it in Tabflows

Share the Task you created in Module 2 with your team.

1. Open **Chat**, and select **Team** if you see the switch. No **Chat**? Update Tabflows, refresh, then ask Tabflows Support.
2. Start a message and @mention the teammate who owns the Task.
3. Select **Link task**, search for the Task, and choose it.
4. Send the message. Anyone in the channel can open the card to see the Task's owner, due date and live status.
5. Open **My chat**, if your account has it, and write yourself a note about what to check tomorrow. Only you can see it.

## Related markdown

Alongside this page:

- [Automations](https://www.tabflows.com/university/tabflows-101/automations.md)
- [Magic buttons](https://www.tabflows.com/university/tabflows-101/magic-buttons.md)
- [Mobile](https://www.tabflows.com/university/tabflows-101/mobile.md)
- [Practice brain](https://www.tabflows.com/university/tabflows-101/practice-brain.md)
- [Security basics](https://www.tabflows.com/university/tabflows-101/security-basics.md)
- [Set up your clinic](https://www.tabflows.com/university/tabflows-101/set-up-your-clinic.md)
- [Sidekick](https://www.tabflows.com/university/tabflows-101/sidekick.md)
- [Tasks](https://www.tabflows.com/university/tabflows-101/tasks.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. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.