Task groups allow users to assign a single task to a group of employees. Once you create a task group, you can assign employees to that group to begin sending tasks. Whenever a task is assigned to that task group all of the task group employees will see it in their task list until one of them completes it.

This article will go over how to remove a task group. To learn how to edit the employees of a task group skip to the end!

Ava dashboard with button labeled 'Clinic Management' highlighted in red.

How to Create a New Task Group 1

2. Navigate to Task Groups on the left side menu

Workspace toolbar with button labeled 'New Task Group' highlighted in red.

How to Create a New Task Group 2

Give the group a descriptive title such as “Front desk staff” or “Consult followup team”.

Workspace toolbar with button labeled 'Add employees' highlighted in red

How to Create a New Task Group 3

Reception's Employees workspace with 'Add Employee' button highlighted in red

How to Create a New Task Group 4

This will allow you to select any employee from your clinic to add to the task group.

When staff members leave or join your clinic you may want to remove or add them to the task groups. This will all happen under the same Task Groups section as described above.

1. Select the names of the current employees in the task group

You will see the popup shown below with the Remove From Group and Add Employee buttons

This article will go over how to remove a task group.

Ava dashboard with a button labeled 'Clinic Management' highlighted in red

How to Remove a Task Group 1

Ava dashboard with a button labeled 'Task Groups' highlighted in red

How to Remove a Task Group 2

You will be able to view all task groups for your clinic.

If you belong to multiple clinics, please make sure you have the correct one selected from the dropdown.

Workspace toolbar with a button labeled 'Remove' highlighted in red.

How to Remove a Task Group 3

If there are any uncompleted tasks in the group, the EMR will prompt you to assign them to another group or staff member. You can do this with the 

A confirmation pop-up will appear after selecting 

A pop-up will appear to ask you to confirm the removal.

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