> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-mobly-app/team-and-personal-tools/managing-tasks.md).

# Managing tasks

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.

## Where to find it

Tap **Tasks** in the bottom tab bar.

![New task — Task type](/files/S6zhb1wmO31Ghn9CHb2F)

![New task — Booth type with date and time](/files/4KlXdGHZ3RsTJmzGgp0k)

## The four task types

Every task is one of four types, each tailored to a common booth/event workflow:

| Type        | Use when...                                                                                               |
| ----------- | --------------------------------------------------------------------------------------------------------- |
| **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.

## Assigning tasks

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

## The calendar strip

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.

## A few use cases that work well

* **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

## Related articles

* [The Mobly App overview](/help-center/the-mobly-app/the-mobly-app.md)
* [How to assign users to an event](/help-center/the-hub/managing-events/how-to-assign-users-to-an-event.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.getmobly.com/help-center/the-mobly-app/team-and-personal-tools/managing-tasks.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
