For the complete documentation index, see llms.txt. This page is also available as Markdown.

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
New task — Booth type with date and time

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

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