Hoops allows teams to create and assign Tasks throughout the platform, helping businesses manage follow-ups, production actions, approvals, and operational responsibilities in a centralized and organized way.

Tasks can be created directly from the centralized Task List or within individual Customer Cards, SalesDocs, and Job Cards, allowing teams to manage work directly within the workflow they are actively working on.

Tasks can be created from:

Creating Tasks within the relevant workflow helps ensure actions remain connected to the correct customer, quote, or production job.

When creating a Task, teams can define important workflow information including:

Assigning ownership helps ensure accountability while giving teams visibility into who is responsible for the next stage of work.

Tasks can also be linked directly to Customers, Jobs, Quotes, and files to help maintain context and improve workflow visibility.

All created Tasks remain visible within the centralized Task List, allowing users to monitor:

This helps teams stay organized while maintaining visibility across Sales, Production, Purchasing, and Fulfillment operations.

Using Tasks throughout Hoops helps businesses:

By integrating Tasks directly into Customers, SalesDocs, and Jobs, Hoops helps teams manage operational workflows more efficiently from initial sales activity through to production and delivery.