Create a Task

Tasks help you organize and track work that needs to be done for patients in your care plan. While most tasks in Subflow are created automatically by workflows, you can also create tasks manually when needed.

Before you start

Make sure you have the following:

• Access to the Subflow dashboard.

• At least one contact (patient or team member) added to the system. See the Create a Contact guide to learn how to add contacts.

Get started

Follow the steps below to manually create a new task:

1. Navigate to My tasks in the left-side menu of your dashboard.

2. Click the New Task button at the top right of the page to open the task creation form.

3. Complete the form with the following information:

   • Title: A clear, actionable name for the task (e.g “Call the patient”)

   • Description: A detailed description of what needs to be done. Include any relevant context or instructions.

   • Status: The current stage of the task. The default is Requested. Status changes can trigger workflow events.

   • Priority: How urgently the task should be handled: Routine, Urgent, ASAP, STAT.

   • Due Date/ Time: When the task must be completed.

   • Requester: The person creating the task. This field auto-fills with your name.

   • For (Who benefits from this task): The contact (patient), team member, or care team this task is for. Click to select from Contact, Team Member, or Care Team tabs.

   • Performer: Who will be responsible for completing this task. Click to select from Contact, Team Member, or Care Team tabs.

4. Click Create task at the bottom of the form to save the task. The task is displayed on the performer’s dashboard under My tasks.

Related articles

• Manage tasks: Track progress, reassign work, and add context to tasks as your team moves patients through their care journey.

• Create a contact: Add patients, team members, and care teams to your system so you can coordinate care and track interactions.