Admin Workboard
Every task across the business in one list, with filters by status, the power to assign and reassign, and delegation settings for who may act on your behalf.
RefreshAssignSave Delegation
Any statusAssignedAcceptedIn ProgressCompleted
TaskEntityAssigneeAssigned ByPriorityस्टेटस
Why and when you use it
Team Workboard is for one manager's team; Admin Workboard is the owner's or admin's view of all tasks everywhere. It is where you check that tasks are not stuck, verify completed work, and set delegation, for example allowing a salesman to collect money on the company's behalf.
Before you start
- You need an admin or owner login
- Team members with logins (Team, Salesman Mapping)
Step by step
- Open Admin WorkboardUnder Stockivio ERP, open Admin Workboard. The list shows Task, Entity, Assignee, Assigned By, Priority and Status.
- Filter by statusUse the status filter: Any status, Assigned, Accepted, In Progress, Completed or Verified. Start with Assigned to find tasks nobody has picked up.
- Assign or reassignSelect a task and press Assign to give it to someone else, for example when the assignee is on leave.
- Verify completed workOpen tasks marked Completed, check the result (for example the payment in Payments) and move them to Verified.
- Set delegationSet who may act for the business on certain tasks, such as collections, and press Save Delegation.
- RefreshPress Refresh to bring in the latest updates from the team.
Worked example
On Saturday the owner of Sharma Traders reviews the week's tasks. Ravi had a ₹18,000 collection from Gupta Kirana Store, and Imran had two follow-ups.
- Open Admin Workboard, filter Completed.
- Ravi's collection task shows Completed; the owner checks Payments and finds the ₹18,000 receipt, then marks it Verified.
- Filter Assigned: one of Imran's follow-ups has not been accepted for 4 days; the owner presses Assign and gives it to Ravi.
- The owner gives Imran collection delegation for the Sanganer route and presses Save Delegation.
Result: All completed tasks for the week are verified, the stuck follow-up has a new owner, and Imran can now be given Collection tasks.
💡 Tips
- Verify only after checking the actual record (payment, stock count); Verified means you confirmed it.
- Review the Assigned filter twice a week to catch tasks nobody accepted.
- Give delegation only for as long as needed and review it monthly.
⚠️ Common mistakes
- Marking tasks Verified without checking, which hides cash that was never deposited.
- Giving collection delegation to every salesman by default.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Admin Workboard and explain columns.
- Scene 2: Filter Completed and verify Ravi's collection after checking Payments.
- Scene 3: Filter Assigned and reassign a stuck task.
- Scene 4: Set delegation for Imran and press Save Delegation.
- Scene 5: Press Refresh and show the updated list.