Managing a retail business requires keeping track of multiple moving parts—from inventory management to employee scheduling and store operations. Jotform Boards is a retail task management software designed to help retail businesses organize tasks, automate workflows, and improve team collaboration.
Benefits
Visualize tasks in a Kanban layout to track progress easily. Drag and drop tasks between stages like "To Do," "In Progress," and "Completed" for better workflow management.
Turn form submissions (e.g., inventory requests, and customer orders) into tasks automatically. By streamlining data collection and task creation, you can ensure that no request or order is misse
See which team members are active on the board and what they’re working on. Assign tasks, add comments, and communicate in real time for efficient teamwork.
Model your board to reflect your retail process, such as "Order Received," "Processing," and "Shipped." Customize task fields to include priority, due dates, and attachments.
Manage tasks on the go with a mobile-friendly interface. Update task statuses, communicate with your team, and track progress from anywhere, ensuring retail operations run smoothly.
Retail businesses face unique challenges, from managing inventory and staff schedules to handling customer inquiries and processing orders. Jotform Boards simplifies these processes by turning form submissions, AI agent interactions, and workflow triggers into actionable tasks.
Track and manage inventory levels seamlessly. Turn stock alerts or purchase orders into tasks, assign them to team members, and ensure shelves are always stocked.
Create and assign shift schedules effortlessly. Use boards to visualize shifts, track availability, and ensure proper staffing during peak hours.
Turn customer inquiries or complaints into tasks. Assign them to the right team member, add due dates, and track resolution progress in real time.
Automate order fulfillment by connecting order forms to your board. Create packing, shipping, and delivery tasks, ensuring timely and accurate order processing