5 Pieces of Data That You Need from Your Retail Task Management Software

By on March 20, 2019 | Topics: Operations, Store Audits/Walks, Task Management

Basic retail task management software allows you to create to-do lists for your team, track their progress, and, if you’re lucky, gives you the ability to put together recurring checklists.

The truth is, basic isn’t enough for your business. Your retail task management software should be doing more for you than just allowing you to check off your daily tasks. It should be a platform that provides you with accountability, intuitive accessibility, and real-time data so that you can make more informed business decisions.


Why data is the key to effective task management software

At its core, task management software is a way for you to track what’s getting done in your business. However, if it doesn’t allow you to learn from what you’re tracking, you’re not using it to its full potential.

Data is the key to an effective task management software because it breaks down the information that you’re tracking into charts and statistics that make mass amounts of data understandable. Your task management software should have a dashboard that gives you insights into trends that are emerging based on your teams’ activities, as well as a real-time ability to pivot based on those findings.

Without access to this data, you could just be using a pen and paper checklist. The draw of task management software is that all of your information is being collected and analyzed in one place, providing you with comprehensive data that you can use to effectively run your business in real time.

Let’s face it – when is the last time that you’ve looked through filing cabinets worth of store audits and daily checklists to see if you could identify a trend? Your task management software should be doing that for you.


5 pieces of data that you need from your retail task management software

Having access to data is one thing, but having access to the right data is another. Some software platforms provide numbers for numbers’ sake, and don’t actually give you the information that you need in order to make informed business decisions. These are the five pieces of data that your retail task management software should offer you:


Date & time-stamped task completion data

When your teams use your task management software to get through their daily routine, they are likely to use it for its checklist features. This is where date and time-stamped task completion data comes in. You’ll be able to verify that tasks were completed, that the right people were completing them, and that they were completed at the right time of day during the right day of the week. This information allows you to hold your staff accountable for their work, as you can prove when something wasn’t completed to your standards, or when someone is doing an excellent job at staying on schedule. This piece of data is one of the most basic that your task management software should provide you. If it doesn’t, you may want to consider looking at other options to fit your needs.


Store walk scores

Task management software can also be an ideal place to keep track of the information that your team collects during a store walk. These routine audits of a store’s internal workings require a keen attention to detail, and should result in actionable takeaways. If your task management software is up to snuff, you’ll be able to track high-level summaries, create reports for each individual location, and give each store a “store walk score”, which you can then use to compare your locations. With more basic software, you wouldn’t be able to draw overarching conclusions from these store walks, because each piece of information would appear separately in a checklist. Great task management software compiles everything that you track in one place, making it easy for you to see the current state of your stores at a glance.


Individual user data

Data from your task management software can also help you analyze employee performance. Where basic software simply keeps track of whether a task was completed or not, next-level task management software like Taskle can tell you who completed it, when they completed it, and whether it meets your standards. Through the dashboard you can access individual user profiles that compile a user’s entire activity history into one place, allowing you to determine if there are any areas for improvement, or if you have a truly stellar employee on your hands. Use this data to promote effective employees, and provide training and assistance to those who are falling behind.


Repeat fails

During a store audit, a typical task management software would simply let you indicate whether a standard was being upheld or if something was completed incorrectly. An exceptional software will notify you of repeat fails within your store audit history, so that you can implement a fix as soon as possible. Without that data, you may think that an audit failure could be a mistake or an anomaly, when it is really an indicator of a larger problem that needs to be corrected. Taskle takes this idea a step further, alerting staff immediately to the issue instead of waiting for a manager (or a store owner like yourself!) to access the data at a later date. A great customer experience relies on consistency and proactivity, and Taskle gives your store a chance to correct mistakes as the occur, providing a seamless experience for your customers.


Operational efficiency data

Last, but not least, efficiency data is one of the main areas where a great task management software overtakes a traditional pen and paper system, or basic checklists. This data is collected using the software’s timing component, wherein each task is timed and attributed to team members. When you have access to this data, you’ll be able to clearly see how long each task takes each of your team members, and grade it against the average duration of that task. Determine what routines are taking your team longer than they should, and which efficient processes open up opportunities for your team to work on other priorities – all in one easy-to-read report. Your paper checklist can’t do that.

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Log & Task Management
Log & Task Management