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Assign and Manage Tasks on Jobs

Learn how to assign tasks to team members directly from Jobs. Delegate responsibilities, track progress, set priorities, and keep everyone accountable while ensuring work moves smoothly through production.

Hoops includes a powerful Task Management system that helps teams delegate work, track responsibilities, and ensure important follow-ups are never missed.

Tasks can be created directly from the Tasks tab on a Job or from the Task list in the main menu, allowing operational actions to remain connected to the Job they relate to. This creates a clear workflow for collaboration between Sales, Artwork, Production, Purchasing, and Customer Service teams.


Delegate Work Across Your Team

Tasks are commonly used to assign work to other Hoops users as Jobs progress through production.

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Examples include:

  • Create artwork proofs

  • Requesting supplier updates

  • Confirming stock availability

  • Obtaining customer approvals

  • Scheduling production activities

  • Organizing deliveries

When creating a Task, teams can include detailed instructions, due dates, file attachments, and assign ownership to the appropriate team member.

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Once assigned, the recipient automatically receives an email notification advising them of the new Task.


Keep Follow-Ups Organized

Tasks are also frequently used by Sales and Customer Service teams to manage customer follow-up activities.

Common examples include:

  • Following up on quotations

  • Confirming shipping addresses

  • Checking customer approval requirements

  • Scheduling reorder follow-ups

  • Contacting customers before repeat order periods

For businesses with recurring customers, Tasks provide a simple way to create reminders for future opportunities, helping teams proactively manage customer relationships and generate repeat business.


Collaborate and Track Progress

Tasks support ongoing collaboration through comments, status updates, and ownership changes as work progresses.

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This allows teams to maintain visibility into:

  • Outstanding work

  • Completed actions

  • Current task ownership

  • Workflow progress

Because Tasks remain linked to the associated Job, all team members can easily understand the context behind each action.


Benefits of Using Tasks

Using Tasks within Hoops helps businesses:

  • Improve team collaboration

  • Delegate responsibilities clearly

  • Reduce missed follow-ups

  • Manage recurring customer opportunities

  • Improve accountability

  • Keep workflows organized

  • Centralize operational actions

By connecting Tasks directly to Jobs, Hoops helps teams manage production activities, customer communication, and future sales opportunities more effectively from one centralized platform.

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