Salesfloor's Task Management feature allows retailers and associates to create, view, and assign tasks from within the Salesfloor app. Associates can create tasks for themselves or link tasks to a specific client in their address book.
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KPIs: Where can I see performance metrics for tasks?
Access to your active tasks is made available at the bottom of your Hub home screen under My Tasks. A summary of task deadlines will be visible and sorted by Due Today, Overdue, and Upcoming. To view all tasks and their details, select View All.
Creating and Editing Tasks
Once you've clicked into the View All tasks option, to create a new task, tap on the Add Task button found at the bottom of your screen.
Your tasks list will display all unresolved tasks in chronological order, but can also be filtered with the drop-down menu found at the top of your task list:
When creating a new task, you can:
- Attach the task to a specific client (optional)
- Enter your task description/details
- Set both the date & time for your task reminder
Tasks which have been assigned to your clients can be viewed within your Salesfloor My Contacts list and directly on the Contact card. You also have the option to create new tasks for that contact by selecting the orange task icon at the top of the contact's card:
When viewing a Task, you can also choose to edit any field, or dismiss, or resolve the task:
If you wish to dismiss multiple tasks at a time, you can do so by tapping on Edit in the top-right corner of your Tasks list. From here, you will be presented with the option to either Select All or selecting the tasks you wish to have dismissed individually. Once the tasks you wish to dismiss have been selected, you may proceed with tapping on "Dismiss" found in the bottom-right corner.
Automated task reminders
Salesfloor also creates automated task reminders for you based on your retailer's configurations:
- Completing your account set-up (system tasks):
- You have not updated your About Me details within 3 days of your account activation.
- You have not updated your Profile Picture within 3 days of your account activation
- You have not connected your Social Media accounts within 3 days of your account activation
- Your engagement (system tasks):
- You have not added any new contacts within 3 days of your account activation
- You have not updated your Storefront in 3 weeks
- You have not Shared an Update to your contacts in 3 weeks
- Your customer's online purchase history (Salesfloor follow-up tasks)
- Post transaction follow-up X days after your customer's online purchase
- Post transaction follow-up X days after your customer's online purchase
- Your customer's in store purchase history (follow-up tasks)*
- Post transaction follow-up X days after your customer's in store purchase
- Soon to lapse reminders after X days since your customer's last purchase
*Purchase history tasks are only made available to retailers who have activated Salesfloor's Customer insights feature.
Managers: assigning new tasks
Automatically generated tasks are governed by retailer policies and predetermined rules. These are acted upon at the discretion of the associate. It is expected that associates will action tasks using existing communication channels (live chat, email, etc.) and will complete Salesfloor tasks by making the needed updates to their profile and storefront sections. For more details on importing custom tasks, please reach out to your program manager.
KPIs: Where can I see performance metrics for tasks?
As a manager, you can view your users' task feature performance in the KPIs of your Backoffice, or mobile app's reporting.
Tip from Salesfloor: For retailers' using Salesfloor's Team Mode solution, you can always log into your Salesfloor account to review any outstanding tasks that have not yet been addressed by your team.
Salesfloor captures Key Performance Metrics (KPIs) for tasks group listed as follows:
- Automated Tasks:
- Any non-manual tasks created during the specified time period.
- System Tasks:
- Any task created to promote the execution of a Salesfloor-related action listed under 'automated tasks' above.
e.g. "You have not shared an update in over 4 weeks".
- Any task created to promote the execution of a Salesfloor-related action listed under 'automated tasks' above.
- Follow-Up Tasks:
- Any task created under the soon-to-lapse or post-transaction follow up reminder configuration set by your retailer during the specified time period (soon-to-lapse and post in-store transaction only available for retailers with Customer Insights enabled)
- Corporate Tasks:
- Any task created for associates or stores by a corporate admin using Salesfloor's Corporate Tasking creator available in the Backoffice
- Manual Tasks Created:
- Any task manually created by an associate for their own account or store during the specified time period.