- [Presenter] It can be hard to manage
the business critical work that needs to be completed
by your frontline workforce,
especially when they're dispersed across many locations.
Making it clear to your frontline workers
what work is required
and tracking how that work is completed
can be particularly challenging.
Task publishing available as part of the planner app
and Microsoft Teams can help your organization create tasks
centrally at the corporate level
and send those tasks to targeted frontline locations.
Whether you need to reach tens, hundreds,
or thousands of locations,
and once the tasks are published to the right locations,
you can track completion of the work.
Let's take a closer look using a retail example.
To start, the Communications Manager creates a list of tasks
that need to be completed
by her frontline workforce. Per each task,
she can use the notes field
to communicate what work is needed.
She can attach an image for reference,
and she can also use the checklist items
to break the work down into smaller steps.
What's more she can mark the checklist required,
so frontline workers can't mark the task complete
until they've marked all checklist items complete.
When the tasks are ready,
the communications manager chooses the set of store teams
that should each receive a copy of the tasks.
They have a few options for how to choose these stores.
In this case, she wants to use the hierarchy.
When selecting the recipients,
she can select a team hierarchy, filtered by an attribute
or a combination of both.
Both elements are fully configurable,
so North Wind Traders has created the hierarchy
and attributes that best match their needs.
Once the communication manager
has selected their recipients, she'll see a summary
of the task list she's about to publish.
She can choose who should receive notifications
when the new list is published,
and then she can confirm she's ready
to publish the task list.
At each frontline location,
frontline managers can use the Planner Act
and Teams to see tasks received for their location
and track completion of those tasks.
They can open any task to see the details
of what work must be completed.
Managers can also apply filters such as Due Today
or unassigned to quickly spot any work
that hasn't been picked up yet
and assign it to a member of their team.
Managers have access to several different views
to help them understand the work they're responsible for,
including charts view, which provides a visual report
and schedule view where task due dates can be viewed
on a calendar by month or by week.
Meanwhile, frontline workers can use the assigned to me view
to see the work they've been asked to complete
where they can open a task to see more information.
View the detailed instructions in the notes field,
pull up photos or PDFs showing
how the work should be completed,
and use checklist items to walk
through each step of the work.
Finally, they can also take a photo to show their work.
When they're all done with the task,
they can mark it complete and move on to their next task.
At any time after publishing the tasks,
the communications manager can check back on the status
of the work and see the percentage of store teams
that have assigned and completed each task.
They can also drill down into a specific task
to see the status within different parts of the organization
all the way down to a specific team.
Similarly, they can see a drill down for the list as a whole
to understand assignment and completion status at each level
of the organization, including a specific team.
This allows them to see the status of each task
and the task list for that team,
which gives them a better insight
into whether the work is on track.
That's how Task Publishing can help you clarify
what work is required
and track the progress of that work,
so you can get the right work done at the right time.
Ready to try Task Publishing?
Learn more about it at aka.ms/taskpublishing.