Effective retail and hospitality execution requires certain components, first communication, second task management, and third audits / assessments. In this post, we focus on task management.
Retail task management is the process of managing tasks including priority, due date, granular distribution to selected recipients, verification photos, tracking and real-time reporting. Task management helps retail and hospitality brands achieve specific business goals through the distribution of actionable and trackable requests.
Key Functions of Retail Task Management software
If you are using Action Card, GoAudits, GoSpotCheck, Repsly, Safety Culture, VisitBasis, WorkJam, Zenput or Zipline, it is time to ⚡ save time, cut costs, and onboard fast with Bindy, the #1 rated audit/inspection, task and communication platform for retail and hospitality.
Create a task “ad-hoc” or in the context of a larger Project
For example, if the project is a site opening, conversion, construction, renovation, closing, or site improvement plan, the task exists in this specific business context and timetable. In this case, the task is part of an overall project and appears in the Gantt chart and progress reports of the project.
Be nimble, and quick
Creating a task should take a few seconds and be entirely controlled by the task creator, subject to their seniority and store affiliation in the store list.
Send Reminders
Info recipients when there is a new task (app notifications, email, and dashboard) and remind those who have not completed the task before the deadline.
Priority and Best Practice photos
Support priority and best practice photos. Document, illustrate and qualify the task to give recipients context. As much as possible, don’t just tell recipients “what” to do but “why” to do it.
Verification photos
Support verification photos to ensure the task are properly completed.
Work on any device
Users should be able to view and complete tasks on a PC, tablet or mobile phone, any time, from anywhere.
Full visibility with up-to-date information
Allow the task creator or project manager to instantly view who has completed the task, when it was completed, with verification photos, all in real time.
Support task dependencies and linkage
Link tasks so when Task A is completed, Task B is triggered. This allows multi-step workflows.
The right retail task management software makes all the difference. It must work in real-time and provide a centralized record of integrity for all tasks. Excel checklists and email are not enough.
Professional Tasks and Site Inspections
Looking for a task management solution for your retail or hospitality business? Try Bindy.
Want to learn more about retail task management? See our guide:
EN 
AR 
NL 
FR 
DE 
EL 
HE 
HI 
IT 
JA 
KO 
PL 
PT 
ES 
SV 
TR