Exploring Retail Task Management
Whether you're starting or expanding your implementation of the Retail Task Management application, learn more about the features available to optimize your retail tasks.
Retail Task Management overview
Retail Task Management builds on the Retail Core application to optimize processes around planning, organizing, assigning, and executing tasks in retail environments.
By using the Retail Task Management application, retail organizations can:
- Reduce errors and costs associated with tasks.
- Reduce compliance issues.
- Improve employee productivity.
Retail Task Management users
| User | Description |
|---|---|
| Store Associate | Store associates are responsible for on the ground task completion, along with standard job duties. They're often assigned tasks by store management, but if issues are found during task process they can be empowered to create work orders. |
| Store Manager | Store managers assign tasks to individual associates and coordinates between key parties. They're often responsible for logging issues and key paperwork. |
| Regional Manager | Regional managers oversee key issues involving the stores in their region. They're generally made aware of ad-hoc tasks being created, and can also be informed for issues found during routine tasks. |
| HQ Manager | Author of multi-store cases. Can create, monitor, and close multi-store cases. |
| Central Operations Support Agent | Central Operations support agents are responsible for making sure that stores are completing tasks on time, and if possible, helping resolve issues that arise. |
| Field Maintenance Technician | Field technicians are responsible for fixing some of the issues that can come up during tasks (for example, a store safety fix required). |
Retail Task Management workflow
- A Retail Task Management administrator configures the application.
- An HQ manager creates a multi-location case with case details and selects the stores that must complete the case.
- A store manager receives the case at the store and reassigns to store associates for fulfillment.
- A store associate completes the case and marks it as complete.
- The HQ manager has visibility into case completion status across all stores.
Retail Task Management benefits
| Benefit | Feature | Users |
|---|---|---|
| Use the multi-store case generator to assign work from HQ to multiple retail locations simultaneously. View and track these cases in the retail portal alongside other requests, monitoring completion status across all assigned locations. | Retail multi-store case | HQ Manager, Store Manager, Store Associate |
What to explore next
To learn more about configuring and using Retail Task Management Core, see: