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Tasks in Hoop let you create action items linked to contacts, assign them to team members, set due dates, and track completion status — all from within the Contacts section.

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Creating a task

1

Navigate to the Tasks section

In the Contacts section, click the Tasks tab, or open a contact record and click the Tasks icon.
2

Click '+ New Task'

Click the ”+ New Task” button to open the task creation form.
3

Fill in task details

Enter:
  • Title — a clear, actionable name for the task
  • Due date — when the task should be completed
  • Description — additional context or instructions
  • Assigned to — the team member responsible
  • Associated contact — the contact this task is linked to
4

Save

Click Save to create the task. It will appear in the task list and on the Task Widget if you have one on your dashboard.

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Multi-object tasks

Multi-object tasks let you link a single task to more than one contact or CRM object. This is useful for tasks that span multiple relationships, such as preparing for a group meeting. To set up a multi-object task, click ”+ New Task”, fill in the standard details, and use the Associations field to add multiple contacts or objects.

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Managing tasks

From the Tasks view, you can:
  • Filter by user — view tasks assigned to a specific team member
  • Filter by status — show open, completed, or all tasks
  • Sort by due date — ascending or descending order
  • Edit a task — click the three dots next to any task and select Edit
  • Delete a task — click the three dots and select Delete

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Task widget on the dashboard

The Task Widget on your dashboard shows all tasks at a glance. You can filter by user and status, sort by due date, and click a task title to navigate directly to the associated contact. See Custom widgets for setup instructions.
Last modified on March 4, 2026