Summer 2025 Release: Introducing Intelligent Tasks

Building on our Spring release that connected Store Associates to the intelligent management ecosystem, this summer we’re introducing Intelligent Tasks.

Task management tools have become must-haves for retail operations, but they work like megaphones, sending the same message to every store whether it applies or not. Teams get buried under routine tasks that might not even matter for their situation, while managers can’t tell what’s actually getting done versus what’s just being checked off. The result? Busy work instead of smart work, with stores wasting time instead of focusing on what actually moves the business forward.

Intelligent Tasks are data-driven and powered by Quorso, to connect every level of task management across your entire organization in one unified platform.

Data-Driven Task Intelligence

Traditional task management sends the same message to every store. Intelligent Tasks send messages only when needed.

Tasks appear based on real conditions

Tasks are automatically generated when your stores actually need them, not on static schedules. Real situations create real tasks.

Example use cases:

•   Events: New store manager joins → onboarding tasks appear

•   Data conditions: High waste detected → waste reduction protocol tasks        activate

•   Audit results: Store walk identifies issues → follow-up action tasks deploy

•   Store conditions: Extreme weather warnings → relevant tasks sent to store in affected regions

Need to send the same task to all stores at 9am every other Monday? You can still do that. Intelligence and automation work together. You choose what makes sense.

Views customized to your role

Associates see their assigned tasks. Store and district managers can switch between their own work and their team’s. Field leaders see everything across multiple stores. One platform, different views for different roles.

Inbox organized by what matters

Focus your team on what needs to be done today. Tasks automatically move up the inbox based on priority and deadlines. Each person’s view stays relevant to them, reducing noise and task fatigue. Less overwhelm for your team, more focus on what actually matters right now.

Store-specific context to guide work

Send only what’s relevant to each location. Ability to send out store-specific data tables, checklists, and guidance. Eliminate time trying to identify specifically what to do.

Ensure execution with automated escalations and follow-ups 

Set-up and manage escalation and follow-up to create seamless chains of accountability. Task not done by deadline? It escalates automatically. See patterns of non-compliance? Set up escalation rules. Issue identified in a store? Task automatically generated and assigned to the correct person. No balls dropped, manually chasing people or missed deadlines.

Streamlined Task Creation for Central Teams

Configure tasks exactly how you need them and eliminate manual, repetitive work.

Insights come to you 

Stop combing through reports to find what matters. The system pushes what you need to know, like completion rates and bottlenecks, so you can act quickly and effectively.

Workload balancing

Data-driven guidance suggests the best times to schedule tasks. Distribute workload based on staffing levels and operational capacity, preventing task overload during busy periods and ensuring realistic completion expectations.

Flexible task scheduling

Multiple ways to create tasks efficiently: use our date picker for routine scheduling, upload CSV files for store specific schedules, or set up automated feeds that generate tasks when needed – new employee joining, promo calendar events, or other business triggers. Choose the method that works for what that task requires.

Target the right stores

Tag stores however it makes sense for your business – high shrink stores, mega vs small formats, or seasonal demands like “back to school.” Send tasks only where they’re needed. Use your store data or upload your own attributes to create smart groups.

Custom task templates

Frequently deploying a certain type of task like recalls, for example? Create a template once and save time by easily recreating similar tasks with pre-built formats and messaging.