Team Management
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Inventory Management
The Team Management module replaces the old-fashioned daily meeting system with smart technology.
Instead of spending hours in manual meetings, you can now assign tasks to employees according to their roles and track the task progress directly on WhatsApp or within the ERP dashboard.
You can easily see which tasks are pending, in progress, or completed — anytime, without needing to call a meeting.
This ensures better time management, clear accountability, and continuous communication between departments.
Key Features:
• Assign daily or weekly tasks based on employee roles
• Get instant task status and completion updates
• Receive automatic WhatsApp reports for task progress
• Reduce dependency on meetings — manage everything digitally
• Improve team productivity with real-time collaboration
Jobs and FollowUp
The Jobs and FollowUp module helps you manage daily tasks and monitor work progress across departments.
It allows you to assign jobs to team members, define work types, and track completion — all within a structured and transparent system.
You can check pending work, completed jobs, and follow-ups without manual reminders or meetings.
Key Features:
• Assign tasks and jobs directly from the dashboard
• Get real-time job status and completion updates
• Track follow-ups automatically for pending work
• Maintain complete work history for analysis and reporting
• Boost efficiency by keeping every team member accountable
Job Assign
The Job Assign section allows you to allocate specific tasks to employees based on their role and department.
Each job includes a due date, priority level, and description to make tracking easy and transparent.
Managers can view pending and completed jobs anytime and get automatic status updates.
Benefits:
• Assign work with clarity and deadlines
• Track task ownership and progress
• Avoid confusion in job distribution
• Improve overall team accountability
User Name
The User Name master stores details of all team members who can be assigned jobs or tasks.
It helps in identifying responsibility, tracking performance, and ensuring that every employee’s role is clearly defined within the ERP.
Benefits:
• Centralized employee list for task assignment
• Easy to identify task ownership
• Maintain performance records and accountability
• Helps in proper role-based job assignment
Master Work Type
The Master Work Type defines categories of work like Sales Follow-up, Purchase Approval, Production Task, or Service Call.
It helps standardize work processes and reporting across departments.
When you assign a job, you can select its work type for better filtering, reporting, and control.
Benefits:
• Define standard work categories
• Filter and analyze tasks by type
• Improve clarity and reporting across teams
• Useful for recurring task planning and time management