Automated Workflow Management: Latest Task Management Update by TrackoField

1
Automated Workflow Management Latest Task
Management Update by TrackoField
Diksha Bhandari
September 4, 2023
October 31st, 2023
Author
Read Time
Published
Last Update
Whats new in TrackoField? Havent you heard of
the Work?ow management solution, the latest
addition to our Task Management module? Sohware
without updates is like a watch without time. The
former makes no sense without the later. A
farsighted sohware provider will strive to bring
new features, useful solutions, and up-to-date
UI/UX for a beter user experience. With
technology growing at a lightning-fast speed, so
are customer/user expectations. So here we are,
with the latest addition to the Task management
solution of TrackoField Work?ow
management! What is Work?ow Management? Work?ow
management involves designing, optimising, and
monitoring the sequence of tasks and activities
within a business setup. It ensures e?cient task
allocation, progress tracking and resource
utilisation.
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Work?ow management is crucial in any industrial
domain that involves multiple-level task
execution. Work?ow automation is equally
imperative for in-o?ce and on-?eld enterprise
operations in this time and age.
Why is Task Management Module Important in
Employee Tracking Apps? Task management solution
is the most relevant and important module in the
employee management sohware. The entire concept
of employee monitoring stands on the foundation
of task monitoring. Everything from resource
assessment to performance tracking relies on the
task module to assess the metrics. Lets
understand the importance of task management in
the employee tracking app.. Progress
Tracking The task monitoring system tracks tasks
in real-time, allowing you to see whats
completed, pending, or delayed, streamlining
project management. Productivity
Enhancement E?cient task allocation and time
management improve employee output and resource
utilisation, increasing overall productivity.
With numbers and data accessible to everyone, an
inner urge to perform well kicks
regularly. Work?ow Transparency The sohware
provides visibility into task assignment,
progress and execution w.r.t. to time and
resources involved. This promotes accountability
and allows clear communication within the
team. Easy Collaboration With all the
historical and shared data available on the
sohware, task details and other information
easily accessible on the app, the scope for
miscommunication is very slim. Features like
chat, custom forms and alerts make this a
cakewalk. Data-driven Insights Analysing task
data helps in identifying trends at individual
and team levels. Spot anomalies and areas of
improvement for beter decision-making backed by
insights.
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Goal Alignment Numbers and data put things in
perspective. Analysing task vs. achievement is
the small part of the bigger picture. Tasks are
aligned with overarching company objectives,
ensuring that every e?ort contributes to the
organisational goals. Operational
ef?ciency All the things mentioned above come
together to work wonders in enhancing operational
e?ciency. Automation of task reminders and
noti?cations streamlines processes, reducing
manual e?orts and errors. Thus enhancing
operational e?ciency. NOTE Automated work?ow
management is one level up of the existing task
module. In the next sohware update, work?ow
automation will be incorporated into the
TrackoField Apps. What Makes Task Management
Solution by TrackoField Different? The task
module of the TrackoField app is the most
applauded solution for its seamlessness and
accuracy. Automated work?ow management will take
the task management game to another
level. Whats so special about the Task
Management Solution? Easy Scheduling and
Allocation Aher we integrate TrackoField with
your CRM or ERP solutions to fetch order/lead
details, everything aher that is easy peasy. You
can allocate tasks to the best-suited and
available agent on the ?eld. The calendar view
makes weekly or monthly task scheduling
convenient for managers. Self
Allocation TrackoField allows self-allocation to
the ?eld employees if the business model is such.
Managers can grant task creation, edit and
allocation access to employees and voila, its
done. Dont worry, you get reports for every
action performed on the app. Ad Hoc
Tasks Have everything planned for the day or the
week already, and something urgent comes up at
the end moment? We allow easy allocation of
ad-hoc tasks without compromising on optimal task
planning. How? Thats a secret recipe. We shall
discuss that over a co?ee at our o?ce. Group of
Tasks (GOT) This is where automated work?ow
management ?ts! The GOT as the name suggests is a
set of multiple tasks to be performed over a
short or a long time span. Once the task is
created in the name of a client/customer or user,
the system automatically generates a strategic
work?ow w.r.t. optimal timeline.
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Location and Time Check TrackoFields task
management or work?ow management solution comes
with location and time checks. What does it
mean? Location check Field executives cant
start or end the task from anywhere other than
the assigned location. Time check Employee
cant start or end the task before or aher the
stipulated time. This is absolutely optional for
managers to use depending on their business
operations. Scan Support It seems like a very
minimal feature, but the scanner on the app has
many crucial use cases. They come in handy when
extracting the details of the order or product.
Scan and go works as the fastest POD method.
Everything happens in a mater of a few clicks.
Task Management Software v/s Work?ow Management
Software As I said earlier, work?ow automation is
the upgraded version of our task management
module. Thereby, it-obvisouly-is the advanced
version of the solution. Nonetheless, well clear
the picture with a point-to-point comparison.
TASK MANAGEMENT WORKFLOW MANAGEMENT
Scope of Action Scope of Action
Primarily focuses on individual or team-level task assignment, tracking and completion Includes the design, automation and monitoring of the entire process, including task sequence and interdependencies.
Granularity Granularity
Deals with speci?c to-do tasks, often at a micro-level. Broader process orchestration, incorporating tasks as part of a larger work?ow.
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Automation Automation
Offers limited automation, such as task reminders and report generation. Manual task allocation. Pre-de?ned rules and triggers, automate the entire process from one task to another.
Complexity Complexity
Suitable for speci?c and single-level task ?ow processes. Apt for more complicated, multi-level task processes.
Industrial Applications of Automated Work?ow
Management. While TrackoFields task management
module is quite equipped to streamline ?eld
operations, work?ow automation is one level
advanced. What could be the possible applications
of automated work?ow management? In this time
and age, there could be a million but well
discuss a few!
Read More What Is Task Management In Field
Force Management Sohware?
Appliance Delivery and Installation Once the
manufacturer receives the order for an electronic
appliance, the system shoots the lead to the
nearest dealer. Then the task gets assigned to
the available delivery agent. Once the order is
delivered, task two is assigned to the technical
expert, who assembles or mounts the appliance as
required. Later, the third task is assigned to
the engineer, who would brief them about the
usage and instruction. Once all the tasks are
done as per the stipulated timeline, the group of
tasks(GOT) is considered complete.
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Appointment for Services Appointment services
such as internet installation and pest control
require more than one visit at a certain
interval. In order to ensure streamlined task
allocation, execution and assessment, automated
work?ow management has to step in. Similar to the
above-mentioned use case, the lead is arranged
into a group of tasks right from sight visit to
connection availability check, then modem
installation to wiring. Until the last of the
tasks is completed and the customer shares the
happiness Code/OTP, the GOT is considered
incomplete. Business Process Automation Other
than operational work?ow automation, the
TrackoField app is of bene?t in automating
business processes too. It orchestrates tasks
related to inspecting, assigning, and ensuring
quality work. Work?ow automation helps maintain
consistency, reduces errors and ensures
compliance with deadlines. This ?ts in well in
any industrial domain that involves multi-stage
work?ow and remote operations. Where movement
monitoring is involved real-time location
tracking comes in handy.
Will the Work?ow Automation Add Value to the
Existing Working Model?
?? With time, businesses are not just realising
the importance of automation but also adopting
it. Only those who gauge technologys true worth
scale and prosper. Hence, catering to the
evolving needs of the customers and users. Just
like before, our employee monitoring sohware is
perfectly adaptable to any working model,
business size or industry. As far as value
addition is concerned, it will totally enhance
the e?ciency of your team and re?ect the
improvement in numbers too. How? Simply by
optimizing the work?ow, bridging the gaps with
automation, reducing human errors and displaying
productivity in legitimate numbers. This will
infuse the quality of smart work in employees and
instil the attitude to perform beter.
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Diksha Bhandari Currently creating SaaSy content
strategies for TrackoBit and TrackoField, this
content professional has dedicated a decade of
her life to enriching her portfolio and continues
to do so. In addition to playing with words and
spilling SaaS, she has a passion for traveling
to the mountains and sipping on adrak wali chai.
Author Showcase
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What is Field Employee Tracking Software? Ayushi
Nagalia 24 March 2021 When most of your team is
in the ?eld, you might need employee tracking
software to control operations. After all, it is
hard to know what everyone is up to when theres
no physical contact, right?
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