> 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)
