Tasks & Projects
Streamlining The Task Management Process
Creating and Assigning Tasks
Whether it’s a simple request, a photo submission, or a form, tasks streamline the communications between employees.
Tasks can be automatically created and assigned based on pre-set conditions or exceptions.
Assign tasks to be completed at a specific location and during a specified time frame.
Tasks On Mobile
When employees get a task assigned to them, they will automatically get a text, push, and/or email notification informing them about their new task.
GPS and Time Stamp
All submissions completed in the field are GPS and time stamped, which helps management maintain accountability over their employees.
Store Task Status
A field employee visiting a store can view all locations nearby and instantly see the status of all the tasks assigned to a store.
On-the-go Task Creation
Quickly create and assign tasks as issues arise -- all from the mobile app.
Tracking and Reporting
Tasks are tracked from creation to completion. Easily generate reports on completed and incomplete tasks and see breakdowns by location, date, and user to pinpoint issues.
Tracking Progress Across Locations
Projects are the most efficient way to track the progress of a group of tasks that must take place across many employees and locations.
Compare Regions, Teams, and Locations
With projects, management can compare regions, teams, and locations; identify which are doing well and which are not; and respond accordingly.
Native iOS & Android App
Also runs on Windows and Blackberry through a mobile web browser.
Mobile app is optimized for increased productivity.
Data automatically syncs once online.
Analytics & Reporting
Advanced out of the box analytics and custom report generation.
Track who, where, and when users are completing tasks.
View history of all activity.
Email & push notifications based on performance or defined threshold.
View previous submissions while in the field.
User submitted images and video support.
GPS & Timestamp
Verify submissions are completed where and when they are supposed to.
Barcode, QR code, & Signature Fields.