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.
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.
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.
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.



