Tasks are a great way to maximize efficiency and keep yourself and others organized! The dotloop mobile app allows complete control of tasks and task lists not only from within a loop, but also within the overall task section of your account!
Tasks within loops can help you stay organized and on time in loops! With these lists you can have an itemized to-do list that is able to alert not only yourself, but others of when certain tasks must be completed.
Let's first navigate to your loop.
While within the loop, you will see your TASKS located at the bottom of the loop. To create a new task list, begin by tapping the icon to the right.
This will now prompt a new screen which will allow you to name your new task list, and add your first task. When finished, tap DONE at the top of the screen.
Now that we have our first task, we can always add more via the plus sign to the right of your task list, but for now let's get more in depth with our new task. Begin by tapping on the menu icon to the right of the task.
We will now be prompted with options for our task. Here we can assign the task to a specific person in the loop, set up a due date for them to complete the task, edit the task name, or remove the task if need be.
The global tasks section of your account is a great way to quickly check on your tasks for your account. We can also create non-loop specific tasks here as well! To navigate to this section, tap on the tasks icon from the bottom menu bar.
We will now be presented with all tasks within the account, which are sorted in folders by due date. Tapping on a folder will open and close it to display the tasks within. To switch the task type we are wanting to view tap on the drop-down menu at the top.
We can now quickly switch between viewing all tasks on your account, completed tasks, tasks only assigned to you, and any task that is overdue!
