Team Workboard
Assign tasks and follow-ups to your team, such as customer visits, stock checks, deliveries and collections, and track them to done.
Why and when you use it
Not every job fits a beat plan. A complaint needs a follow-up, a shop needs a stock check, a payment needs chasing. Team Workboard lets a manager assign such one-off tasks to a salesman and see where each stands, instead of relying on phone calls and memory.
Before you start
- Salesmen added and mapped to logins (Salesman Mapping)
Step by step
- Open Team WorkboardUnder Stockivio ERP, open Team Workboard. You see your team with Name, Code, Territory, Status, and any open Challan # against each Salesman.
- Choose the task typePick the kind of task: Follow-up, Customer visit, Stock check, Delivery, or Collection (needs delegation).
- Assign the taskPick the person, describe the task and press Assign. It appears on that person's My Work screen.
- Collections need delegationA Collection task allows someone to receive money for the business, so it needs delegation set up first by an admin in Admin Workboard.
- Track progressPress Refresh to see the latest status as team members update their tasks.
Worked example
Gupta Kirana Store complains that a carton of biscuits was short in its last delivery, and the same shop owes ₹18,000. The manager at Sharma Traders wants Ravi to handle both.
- Open Team Workboard and press Refresh.
- Choose Stock check, select Ravi Kumar, describe: count biscuit cartons delivered to Gupta Kirana Store on 12 Nov 2026; press Assign.
- Choose Collection (needs delegation), select Ravi, describe: collect ₹18,000 outstanding; press Assign (Ravi already has delegation).
- Next morning press Refresh to see both tasks' status.
Result: Both tasks appear on Ravi's My Work. When he marks them done, the manager sees the status change and can verify in Admin Workboard.
💡 Tips
- Keep each task to one clear action; long instructions get ignored.
- Use Collection tasks only for salesmen trusted to handle cash, and record the money the same day.
- Check the Challan # column before assigning a Delivery; the salesman may already be carrying the stock.
⚠️ Common mistakes
- Assigning a Collection to someone without delegation. Set it up in Admin Workboard first.
- Assigning tasks by phone and not here, so nobody can see what is pending.
Questions
Where does the salesman see the task?
On My Work, under Stockivio ERP, on his phone or computer.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Team Workboard and explain the columns.
- Scene 2: Choose Stock check and assign it to Ravi.
- Scene 3: Choose Collection (needs delegation) and explain why it needs delegation.
- Scene 4: Switch to Ravi's My Work to show the tasks.
- Scene 5: Back on Team Workboard, press Refresh to show updated status.