Best Retail Task Management Software
Retail task management software empowers managers of retail stores and franchises to assign tasks to their workforce based off of store data and receive reports of completed tasks. This type of software simplifies communication between district and franchise managers and their employees by allowing them to create relevant tasks and send them to various store managers. Store managers can then adjust their inventory, shelving, or workforce accordingly and easily report when a task has been completed. By streamlining the communication process, managers can use store data to create actionable tasks and then see how the completion of those tasks affects future data. Retail task management software is similar to a task management tool, but built specifically to facilitate team collaboration among head offices and multiple retail locations. These tools may integrate with retail management systems and workforce management software tools.
To qualify for inclusion in the retail task management category, a product must:
Best Retail Task Management Software At A Glance
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- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Cegid Retail Store Excellence is a task management and retail operations platform specifically designed to enhance the efficiency and effectiveness of retail businesses. This solution caters to the un
- Retail
- 68% Enterprise
- 32% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
YOOBIC is an all-in-one frontline employee experience platform. Our mobile app gives business leaders and frontline teams the performance tools they need to communicate, learn, and work — all in on
- Retail
- Apparel & Fashion
- 48% Enterprise
- 39% Mid-Market
790 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Lark is an all-in-one collaboration platform for teams looking to streamline workflows and achieve business results faster. With a seamless user experience across desktop and mobile devices, Lark ensu
- Computer Software
- Information Technology and Services
- 50% Small-Business
- 30% Mid-Market
488 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Zipline is how best-in-class retailers bring brand strategies to life in stores. A unified platform for operational excellence, Zipline brings together frontline communications, task management, learn
- Retail
- 68% Enterprise
- 29% Mid-Market
324 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
LEAFIO AI Retail Platform empowering retailers, distributors, and CPG manufacturers with comprehensive supply chain and retail planning and automation solutions in Inventory management, Demand planni
- Retail
- 79% Mid-Market
- 14% Enterprise
269 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
WorkJam is a unified digital workplace solution designed to connect and empower deskless employees through a single, comprehensive platform. This innovative tool caters specifically to frontline teams
- Retail
- 41% Enterprise
- 31% Mid-Market
706 Twitter followers
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- Pros and Cons
- User Satisfaction
- Seller Details
Jolt is an operations execution software available on smartphones and tablets that helps restaurants, retail, hospitality, and other businesses achieve team accountability, digital food safety complia
- Owner
- Restaurants
- Food & Beverages
- 52% Mid-Market
- 39% Small-Business
288 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Wooqer is your oneApp for Work, used and loved by businesses to set expectations, share guidelines, measure compliance, and hold teams accountable. Wooqer helps you create the most consistent experien
- Retail
- Food & Beverages
- 47% Mid-Market
- 27% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Zenput is now part of Crunchtime – the leading operations management software for multi-unit restaurant brands and foodservice operators. Zenput is an operations execution platform used by brands such
- Restaurants
- Food & Beverages
- 56% Mid-Market
- 33% Enterprise
1,140 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Progress Retail is a comprehensive retail operations and learning platform focused on improving retail employee productivity, communication, and customer engagement. Founded by former retail operators
- Retail
- 57% Mid-Market
- 29% Small-Business
89 Twitter followers
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- Pros and Cons
- User Satisfaction
- Seller Details
Repsly’s retail execution platform is the driving force behind the world’s most effective merchandising and field sales teams. From brands to brokers, Repsly empowers RetEx teams with the data and too
- Food & Beverages
- 44% Small-Business
- 35% Mid-Market
3,983 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Discover Pazo: Revolutionizing Retail Operations Management | Industry-First Image Analysis Revolutionize your retail management with Pazo, the first operations platform to integrate cutting-edge A
- Retail
- Facilities Services
- 52% Mid-Market
- 28% Enterprise
41 Twitter followers
- Overview
- User Satisfaction
- Seller Details
The best-in-class solution that ensures employees deliver the same great experience every time, at every location
- Food & Beverages
- Restaurants
- 54% Mid-Market
- 36% Small-Business
- Overview
- User Satisfaction
- Seller Details
Concrete Tasks overcomes the challenge of trying to coordinate activity, share content, and track tasks through email, or generic task management solutions
- 46% Mid-Market
- 31% Small-Business
232 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Opterus took an Operational slant to operational communications and task execution and designed OPSCENTER and Holler to be clean and easy to use with light administration. Through Opterus’ modular ap
- Retail
- 62% Enterprise
- 35% Mid-Market
124 Twitter followers
Learn More About Retail Task Management Software
What is Retail Task Management Software?
Retail task management software provides retailers and stores with the ability to communicate with corporate offices and organize recurring and one-time tasks. Task management tools provide transparency into what must be done, who is expected to do it, and whether they have done what is asked of them. In essence, these tools function like any other task manager, but are specifically designed for retailers and the unique needs of a retail store and retail chains.
The intent behind retail task management is to streamline store operations and communication to both maximize sales and create a standardized brand experience. Standardized experiences for customers make it easier to implement multi-channel retail strategies in the future, which is a large priority for some retailers. Customer experience should always be a priority, and retail task management can help streamline the process between corporate and individual stores.
Key Benefits of Retail Task Management Software
- Streamlined communications between corporate headquarters and individual or regional franchises
- Transparency into whether or not tasks have been completed
- Brand consistency and improved customer experience across multiple store locations
Why Use Retail Task Management Software?
Running a business can often feel like maintaining an endless series of ever-growing to-do lists. For a retail store, particularly one that is part of a chain, it can become difficult to manage these tasks if they are coming from multiple sources. And a typical task management solution is not mobile enough for a workforce that spends very little time sitting at a computer. Project management software is also too involved for the basic tasks that need to be completed on a day-to-day basis. Retail task management software is lightweight and designed to be easy to use by both managers and employees.
Retail employees need to be able to help customers at any given moment, so store execution must sometimes be placed on the back burner. Task lists that are not structured or distributed on a regular basis can result in unperformed tasks and therefore an underperforming store. By using retail task management, tasks can be compiled from multiple sources, organized, and distributed using a means that makes sense for store managers and employees.
Transparency — In the retail industry, small changes can have a big impact. And for a retailer with multiple stores, ensuring that those changes are made ASAP in multiple locations ensures a consistent experience for both customers and corporate offices. By using online task management software designed for retail, tasks can be assigned to individuals with a deadline so that higher-ups can see exactly who is the blocker when tasks are not accomplished on time.
Labor Management — Retailers often deal with large workforces of employees working different shifts. This can mean a lack of consistency on a day-to-day basis. With retail task management software, workforce task management becomes easy, as tasks are updated in real time to reflect who is working and when. Assigned tasks provide structure for employees, allowing them to easily complete these tasks and then focus their time on customers and other, more labor-intensive tasks.
Who Uses Retail Task Management Software?
Retail task management software is primarily used by the corporate offices of retail businesses, regional managers, store managers, and employees. These roles can use these solutions to communicate with each other, allocate tasks, and maintain accountability.
Business Headquarters and Regional Managers — Maintaining a large number of stores can be extremely difficult. It’s impossible to have complete insight into the workings of all stores at once, so those managing multiple locations can use these solutions to set tasks to ensure that crucial actions are taken. These tasks may be daily, weekly, monthly, or quarterly.
Store Managers and Employees — Store managers and employees are by and large the ones carrying out the tasks set by headquarters and regional managers. However, store managers can also use retail task management software to create tasks for their employees and communicate with higher-level managers.
Retail Task Management Software Features
Task management – Task management is the main feature of retail management software. Users can send or receive tasks that include the scope and context of each individual task. Tasks may also have a deadline or multiple subtasks within a larger task. The advantage of task management software is that those who assign tasks can get notifications when a task is started or completed, which provides transparency into when a task will be finished. Many retail task management features will allow users to write directions or notes for each task, allowing for updates and clarifications to be made quickly and easily.
Communication – Retail task management software streamlines communication among several tiers of retail employees. Regional managers can easily communicate with store managers, and store managers can easily communicate with employees via the platform. Rather than rely on conference calls or emails, users can assign and complete tasks in real time. While retail task management software is not a dedicated team collaboration tool, it does provide more transparency between headquarters and individual stores.
Reports and analytics – Given that retail task management software is intended to help retail franchises organize multiple stores, there’s a lot of potential data to be gleaned. Users can create tasks based off of store data, but the execution of each task and the resulting change in sales is also valuable data. Users might find that sales increase when shelves are restocked a certain way or when there are more employees during rush times. By compiling all this information into reports and analytics, retail task management software provides further insight into store performance.
Workforce management – Using data gathered from store performance and task completion, users can manage their workforce effectively by either assigning tasks evenly among staff or determining when the most sales are made and therefore when the most employees are needed. While these workforce management tools are not as robust as dedicated workforce management software, they can help effectively staff individual stores. Retail task management software is intended to make staff more efficient, so current staff can be used more effectively by serving customers rather than stocking shelves or checking prices.
