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Intelocate Task Management Helps Increase Operational Efficiency

Task Management

Intelocate Makes Task Management Simple

Creating, assigning, and tracking tasks is key to the success of any multi-location business. Without the right platform to manage your tasks things can very quickly fall through the cracks, and it can take weeks, or even months, to notice. With Intelocate, that’s never going to be a concern. Our Task Management system makes it easy for even the largest organizations to manage tasks, and track compliance across thousands of locations in seconds.

Increase
Transparency

Build
Accountability

Automate
Assignments

Empower
Employees

Simple to use

We’ve built everything about Intelocate to be simple for your team to use. Our Task Management system allows your Head Office or District / Regional Managers to create, assign, and track tasks from day one.

Customizable task visibility

Your team can set up tasks to ensure that only those to whom the task is relevant can access, complete, and receive status updates about it – while Head Office retains the ability to see all tasks throughout the organization.

Access data from any device, anywhere

Whether you’re at the office, on the road, or visiting a location, your Intelocate data is always accessible thanks to our mobile app (available for iOS, iPadOS, and Android) and browser based environments.

Bulk add tasks with CSV upload

Our task upload system makes it simple to bulk add dozens, hundreds, or even thousands of tasks in seconds by uploading a CSV file created using the appropriate template.

Set up automated, recurring tasks in minutes

We’ve made it quick and easy to add recurring scheduled tasks, set their frequency, what personnel or locations they’re assigned to, and the dates and times they’re due.

Assign approvers for task reviews

Ensure that tasks have been completed correctly by assigning an approver (for example, a Store or Regional / District Manager) to verify them before they can be marked as complete.

Require photo or video proof of task completion

Photo or video uploads can be required, or set as optional, for any task, allowing your team to verify correct and proper execution of potentially complicated tasks, like planogram implementation, or promotional installations.

Get a clearer understanding of your organization

Head office or District / Regional Managers can easily generate detailed reports to establish compliance levels for specific tasks, groups of tasks, or all tasks by location, groups of locations, or the entire organization for any time period.

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