If you have already created the loop then you will need to click on the loop name to open it and add tasks. If you still need to create a loop then click here to view those steps.
Click on the "Tasks" tab to the right of documents.
Click into the search bar and start typing the task you want to search for.
When you see the task you are searching for you can now click on the task and dotloop will scroll to that task in the list. From there you can edit or complete the task.
Note: You can also complete the task from the search bar!
If you have already created the loop then you will need to click on the loop name to open it and add tasks. If you still need to create a loop then click here to view those steps.
Click on the "Tasks" tab to the right of documents.
Click on the filters button to make your selection(s).
Click on Apply in the bottom right to apply your filters.
Note: If you don’t have any tasks in your loop yet, click here to learn how to add tasks.
If you have already created the loop then you will need to click on the loop name to open it and add tasks. If you still need to create a loop then click here to view those steps.
Click on the "Tasks" tab to the right of documents.
Click on the Sort button.
Note: If you don’t have any tasks in your loop yet, click here to learn how to add tasks.You have the option to sort your tasks by Due Date or Custom Order.
Due Date will sort the tasks in each list, if you have multiple task lists in your loop, by due date.
Custom Order will allow you to drag the tasks into a custom order by using the drag handles to the right of the pencil icon.