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I am excited to announce the latest update to the TAS Platform – task management! In TAS Online and TAS Mobile, users now can keep track of to-do’s by creating, updating, and sharing tasks.

TAS Online Tasks

When a task is created for someone, they are sent a notification within the platform and emails are sent as a reminder to complete the task. In addition, administrators may build data triggers for task creation. As data is updated in Online, Mobile, or through TAS Sync, the triggers can create tasks to notify users to perform a follow up action.

Let’s look at a few examples of how tasks can be used in the platform.

Operations Surveys

For those in Ops, take advantage of the new tasks in TAS by collaboratively tracking the progress of fixing issues found from store tours. Many of our users in operations, like district managers, already take TAS Mobile with them so they can fill out their store surveys during visits and log if store signage needs to be updated or repairs are needed.

Take this one step further by adding the data triggers in the survey. When the store signage issue is logged, a trigger can create a task for the store manager, who also uses TAS Mobile, so they can track progress fixing the sign. Once the sign is fixed, the status of this issue can be updated, and a picture of the final product can be submitted. With this status update, a trigger can fire once more to notify the district manager with a new task to review the fixed sign. The entire process can be tracked from within TAS Online or TAS Mobile where you are already managing your store portfolio.

Competitor Casings

Streamline workflows in Market Research with the use of tasks. As an analyst, you have field users ready to case competition locations. By using the Bulk Edit tool, you can flag locations for casing very quickly. Add a trigger to the competition data so when a location as flagged, the field user is notified of their new task. This gives the field users direction on what competitors they need to visit and the casings they need to complete.

As the location is cased, add in another trigger to notify you when the field user has confirmed that the casing is complete. Introducing tasks into the workflow between you and field users will provide visibility on what competitor needs to be completed.

These are just a few of many ways the new tasks can be used within the TAS Platform. For more info on how to use the tasks and create data triggers, check out the TAS Support Center’s TAS Online, TAS Mobile, and TAS Management Studio help sections.


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Author
Glenda Bemis