Managing tasks
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The mobile app has a built-in Tasks tab for booth schedules, follow-up reminders, and meeting assignments. The goal: keep team coordination inside Mobly instead of bouncing to a separate to-do app.
Tap Tasks in the bottom tab bar.


Every task is one of four types, each tailored to a common booth/event workflow:
Task
A general to-do that doesn't fit the other categories — "Print more flyers," "Confirm dinner reservation"
Meeting
A specific meeting on the calendar — with a person, time, and place
Booth
Booth duty rotations — who's covering the booth at what time
Note
A reminder or a piece of context that doesn't need an action — "Demo flow change for this event"
Each type collects different fields so you're not filling in irrelevant boxes.
You can:
Assign to yourself for personal to-dos
Assign to a teammate — they see it in their own Tasks tab on their device
Set a priority — Low, Medium, or High
Across the top of the Tasks tab, a horizontal calendar strip shows the full event run. Tap any day to see what's scheduled for that day and who's responsible.
Booth duty rotations — set up Booth tasks for each shift; each rep sees their slot in their tab
"Demo this lead at 3pm" reminders — a Meeting task with the lead linked
Post-event follow-up to-dos — bulk-create Tasks for the team the morning after the event
Capturing session notes — a Note task while the session is fresh
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