Automated Workflow Management Latest Task Management Update by TrackoField.pdf

Automated Workflow Management: Latest Task
Management Update by TrackoField
Diksha Bhandari September 4, 2023 October 31st, 2023
What’s new in TrackoField? Haven’t you heard of the Workflow management solu on, the latest addi on to our Task
Management module?
So ware without updates is like a watch without me. The former makes no sense without the la er.
A farsighted so ware provider will strive to bring new features, useful solu ons, and up-to-date UI/UX for a be er user
experience. With technology growing at a lightning-fast speed, so are customer/user expecta ons.
So here we are, with the latest addi on to the Task management solu on of TrackoField – Workflow management!
What is Workflow Management?
Workflow management involves designing, op mising, and monitoring the sequence of tasks and ac vi es within a
business setup. It ensures efficient task alloca on, progress tracking and resource u lisa on.
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Workflow management is crucial in any industrial domain that involves mul ple-level task execu on. Workflow
automa on is equally impera ve for in-office and on-field enterprise opera ons in this me and age.
Why is Task Management Module Important in Employee Tracking
Apps?
Task management solu on is the most relevant and important module in the employee management so ware. The en re
concept of employee monitoring stands on the founda on of task monitoring. Everything from resource assessment to
performance tracking relies on the task module to assess the metrics.
Let’s understand the importance of task management in the employee tracking app..
Progress Tracking
The task monitoring system tracks tasks in real- me, allowing you to see what’s completed, pending, or delayed,
streamlining project management.
Productivity Enhancement
Efficient task alloca on and me management improve employee output and resource u lisa on, increasing overall
produc vity. With numbers and data accessible to everyone, an inner urge to perform well kicks regularly.
Workflow Transparency
The so ware provides visibility into task assignment, progress and execu on w.r.t. to me and resources involved. This
promotes accountability and allows clear communica on within the team.
Easy Collaboration
With all the historical and shared data available on the so ware, task details and other informa on easily accessible on
the app, the scope for miscommunica on is very slim. Features like chat, custom forms and alerts make this a cakewalk.
Data-driven Insights
Analysing task data helps in iden fying trends at individual and team levels. Spot anomalies and areas of improvement for
be er decision-making backed by insights.

Goal Alignment
Numbers and data put things in perspec ve. Analysing task vs. achievement is the small part of the bigger picture. Tasks
are aligned with overarching company objec ves, ensuring that every effort contributes to the organisa onal goals.
Operational efficiency
All the things men oned above come together to work wonders in enhancing opera onal efficiency. Automa on of task
reminders and no fica ons streamlines processes, reducing manual efforts and errors. Thus enhancing opera onal
efficiency.
NOTE: Automated workflow management is one level up of the exis ng task module. In the next so ware update,
workflow automa on 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 solu on for its seamlessness and accuracy. Automated
workflow management will take the task management game to another level.
What’s so special about the Task Management Solu on?
Easy Scheduling and Allocation
A er we integrate TrackoField with your CRM or ERP solu ons to fetch order/lead details, everything a er that is easy
peasy. You can allocate tasks to the best-suited and available agent on the field. The calendar view makes weekly or
monthly task scheduling convenient for managers.
Self Allocation
TrackoField allows self-alloca on to the field employees if the business model is such. Managers can grant task crea on,
edit and alloca on access to employees and voila, it’s done. Don’t worry, you get reports for every ac on 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 alloca on of ad-hoc tasks without compromising on op mal task planning. How? That’s a secret recipe. We shall
discuss that over a coffee at our office.
Group of Tasks (GOT)
This is where automated workflow management fits! The GOT as the name suggests is a set of mul ple tasks to be
performed over a short or a long me span. Once the task is created in the name of a client/customer or user, the system
automa cally generates a strategic workflow w.r.t. op mal meline.

Location and Time Check
TrackoField’s task management or workflow management solu on comes with loca on and me checks. What does it
mean?
Loca on check: Field execu ves can’t start or end the task from anywhere other than the assigned loca on.
Time check: Employee can’t start or end the task before or a er the s pulated me.
This is absolutely op onal for managers to use depending on their business opera ons.
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
extrac ng the details of the order or product. Scan and go works as the fastest POD method. Everything happens in a
ma er of a few clicks.
Task Management Software v/s Workflow Management Software
As I said earlier, workflow automa on is the upgraded version of our task management module. Thereby, it-obvisouly-is
the advanced version of the solu on. Nonetheless, we’ll clear the picture with a point-to-point comparison.
TASK MANAGEMENT WORKFLOW MANAGEMENT
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
Deals with specific to-do tasks, often at a
micro-level.
Broader process orchestration, incorporating tasks as
part of a larger workflow.

Automation
Offers limited automation, such as task
reminders and report generation. Manual task
allocation.
Pre-defined rules and triggers, automate the entire
process from one task to another.
Complexity
Suitable for specific and single-level task flow
processes.
Apt for more complicated, multi-level task processes.
Industrial Applications of Automated Workflow Management.
While TrackoField’s task management module is quite equipped to streamline field opera ons, workflow automa on is
one level advanced. What could be the possible applica ons of automated workflow management?
In this me and age, there could be a million but we’ll discuss a few!
Read More – What Is Task Management In Field Force Management So ware?
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 instruc on.
Once all the tasks are done as per the s pulated meline, the group of tasks(GOT) is considered complete.

Appointment for Services
Appointment services such as internet installa on and pest control require more than one visit at a certain interval. In
order to ensure streamlined task alloca on, execu on and assessment, automated workflow management has to step in.
Similar to the above-men oned use case, the lead is arranged into a group of tasks – right from sight visit to connec on
availability check, then modem installa on to wiring. Un l 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 opera onal workflow automa on, the TrackoField app is of benefit in automa ng business processes too. It
orchestrates tasks related to inspec ng, assigning, and ensuring quality work. Workflow automa on helps maintain
consistency, reduces errors and ensures compliance with deadlines.
This fits in well in any industrial domain that involves mul -stage workflow and remote opera ons. Where movement
monitoring is involved real- me loca on tracking comes in handy.
Will the Workflow Automation Add Value to the Existing Working
Model?
💯
With me, businesses are not just realising the importance of automa on but also adop ng it. Only those who gauge
technology’s true worth scale and prosper. Hence, catering to the evolving needs of the customers and users.
Just like before, our employee monitoring so ware is perfectly adaptable to any working model, business size or industry.
As far as value addi on is concerned, it will totally enhance the efficiency of your team and reflect the improvement in
numbers too. How?
Simply by op mizing the workflow, bridging the gaps with automa on, reducing human errors and displaying produc vity
in legi mate numbers. This will infuse the quality of smart work in employees and ins l the a tude to perform be er.

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.
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