Hoops allows teams to create and manage Tasks directly within both SalesDocs and Jobs, helping keep operational actions connected to the workflow they relate to.

By creating Tasks within Sales and Production workflows, teams can assign responsibilities, track progress, and maintain visibility without needing to move between separate systems or disconnected task lists.

Tasks can be created directly from the Tasks tab inside a SalesDoc or Job.

When a Task is created from within a SalesDoc or Job, Hoops automatically associates the Task with that specific record, helping maintain context and workflow visibility.

This ensures all related communication, files, operational updates, and follow-up actions remain connected to the correct quote or production Job.

Tasks can be assigned to any Hoops user along with important workflow details such as:

This helps teams clearly define ownership and accountability across Sales, Production, Purchasing, Artwork, and Fulfillment workflows.

Tasks can also be updated throughout the workflow as progress is made, helping teams maintain visibility into outstanding work and completed actions.

When a Task is assigned, Hoops automatically sends an email notification to the assigned user.

This helps ensure important actions are seen quickly and reduces the risk of missed follow-ups or production delays.

Assigned users can then update the Task status as work progresses or once the Task has been completed.

Using Tasks directly within SalesDocs and Jobs helps businesses:

By embedding Task management directly into operational workflows, Hoops helps teams collaborate more efficiently from quotation through to production and delivery.