Skip to main content

View and Track Your Assigned Tasks

Learn how to use My Tasks to view and manage work assigned to you across Hoops. Stay organized, track priorities, monitor progress, and ensure important actions don't fall through the cracks.

Hoops includes a centralized Task List that gives teams visibility into all Tasks across Customers, SalesDocs, and Jobs. This helps users track outstanding work, monitor progress, and manage operational priorities from one location.


Filter Tasks by User

All Tasks can be accessed from the Tasks section in the left-hand navigation menu. This centralized view helps teams quickly identify what requires attention and maintain visibility across operational workflows.

The Task List also includes filtering tools that allow users to narrow results based on specific criteria.

Snapshot

Filtering by User is especially useful for reviewing:

  • Your own assigned Tasks

  • Team workloads

  • Department responsibilities

  • Outstanding actions for specific users

Once applied, the Task List updates to display only the Tasks matching the selected filter criteria.


Clear Task Filters

Filters can be removed at any time using the Clear All option.

Snapshot

Clearing filters returns the Task List back to the full view of all available Tasks across the organization.


Benefits of Centralized Task Visibility

Using the Task List in Hoops helps businesses:

  • Improve task visibility

  • Monitor team workloads

  • Reduce missed follow-ups

  • Improve accountability

  • Centralize operational actions

  • Keep workflows organized across departments

By providing centralized Task management and filtering tools, Hoops helps teams stay aligned and manage work more efficiently across Sales, Production, Purchasing, and Fulfillment workflows.

Did this answer your question?