7/26/24, 11:51 AM Productivity and Workflow Template - Taskade

Productivity and Workflow Template

Sales Order Processing #Sales

Receive customer order
Verify order details
Check inventory availability
Confirm order with customer
Generate sales order in system
Allocate stock to order

Invoice Generation #Invoicing

Prepare invoice
Verify order completion
Add relevant taxes and discounts

Send invoice to customer

Record invoice in accounting system

Truck Planning #Logistics

Review delivery schedule
Identify available trucks
Assign drivers
Plan route
Optimize for fuel efficiency
Minimize travel time
Load trucks
Verify load against orders
Ensure proper loading techniques

Goods Receipt Note (GRN) Process #Inventory

Receive incoming goods
Verify quantity and quality
Match delivery note with purchase order
Generate GRN
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Enter details in inventory system

Notify relevant departments
Store goods in warehouse
Assign storage location
Update inventory records

Reporting #Reports
Generate daily sales report
Generate weekly inventory report
Generate monthly financial report

Follow-Up Actions #FollowUp

Follow up on pending orders
Address customer inquiries
Review and resolve any discrepancies

Team Meetings #Communication

Schedule weekly team meeting
Prepare meeting agenda
Record meeting minutes
Distribute minutes to team
Follow up on action items

Here is the step-by-step guide to adding "Material Management" into your Project "Productivity and
Workflow Template":
1. Navigate to the Project: Open your project on Taskade - Productivity and Workflow Template.
2. Identify Section for Material Management: Choose where you want to add the new workflow.
A good fit may be after sections like "Goods Receipt Note (GRN) Process" or creating a
completely new section for it.
3. Add a New Section: You can create a new section titled "Material Management" by clicking on
the + button or simply click "Add task" at the appropriate place to start the new section.
4. Define the Tasks within Material Management: Add the tasks related to material management.
Here are some suggestions:
Inventory Monitoring: Create periodic inventory checks
Material Requisition: Record material requisition requests Verify material requisition with
available inventory Authorize material requisition

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Material Procurement: Send purchase orders for materials Receive shipment confirmation
from suppliers Follow up on delayed shipments
Material Quality Control: Inspect received materials Record quality inspection results Manage
material rejects and returns
Material Storage and Handling: Ensure proper material storage techniques Update material
storage records Conduct safety checks for hazardous materials
Inventory Updates: Periodically update inventory records Review low stock alerts Generate
material usage reports
5. Assign Roles if Necessary: Make sure to assign the tasks to your team members, and set
deadlines if applicable.
Here's a visual example of what it might look like:
### Material Management
- Inventory Monitoring
- Create periodic inventory checks
- Material Requisition
- Record material requisition requests
- Verify material requisition with available inventory
- Authorize material requisition
- Material Procurement
- Send purchase orders for materials
- Receive shipment confirmation from suppliers
- Follow up on delayed shipments
- Material Quality Control
- Inspect received materials
- Record quality inspection results
- Manage material rejects and returns
- Material Storage and Handling
- Ensure proper material storage techniques
- Update material storage records
- Conduct safety checks for hazardous materials
- Inventory Updates
- Periodically update inventory records
- Review low stock alerts
- Generate material usage reports

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7/26/24, 11:51 AM Productivity and Workflow Template - Taskade

You can refine and expand on these tasks based on the specific needs and workflow of your
organization! After organizing all this, share it with your team to ensure everyone is on the same
page.
To add "Stock Management" into your Project "Productivity and Workflow Template," follow these
steps:
6. Navigate to the Project: Open your project on Taskade - Productivity and Workflow Template.

7. Identify Section for Stock Management: Decide where you want to add the new workflow. It
could be after the "Material Management" section or create a new, dedicated section for it.
8. Add a New Section: Create a new section titled "Stock Management" by clicking on the + button
or simply click "Add task" at the appropriate place to start the new section.
9. Define the Tasks within Stock Management: Add the tasks related to stock management. Here
are some suggestions:
Stock Monitoring: Perform daily stock level checks Record stock movement
Stock Replenishment: Identify low stock items Place stock replenishment orders Update stock
records post-replenishment
Stock Allocation: Allocate stock to pending orders Update allocated stock in the system
Reallocate stock from canceled orders
Stock Audit: Conduct regular stock audits Reconcile physical stock with system records
Resolve discrepancies found during audits
Stock Distribution: Prepare stock for distribution Verify dispatch quantities Update
distribution records
Stock Reporting: Generate daily stock report Prepare weekly stock status summary Generate
monthly stock audit reports
10. Assign Roles if Necessary: Make sure to assign the tasks to your team members and set
deadlines if applicable.
Here's a visual example of what it might look like:
### Stock Management
- Stock Monitoring
- Perform daily stock level checks
- Record stock movement
- Stock Replenishment
- Identify low stock items
- Place stock replenishment orders
- Update stock records post-replenishment
- Stock Allocation
- Allocate stock to pending orders
- Update allocated stock in the system

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7/26/24, 11:51 AM Productivity and Workflow Template - Taskade

- Reallocate stock from canceled orders

- Stock Audit
- Conduct regular stock audits
- Reconcile physical stock with system records
- Resolve discrepancies found during audits
- Stock Distribution
- Prepare stock for distribution
- Verify dispatch quantities
- Update distribution records
- Stock Reporting
- Generate daily stock report
- Prepare weekly stock status summary
- Generate monthly stock audit reports
You can refine and expand on these tasks based on the specific needs and workflow of your
organization! After organizing all this, share it with your team to ensure everyone is on the same
page.
To add "Credit Check, Sales Accounts Data, and Payment Pending with Days" into your Project
"Productivity and Workflow Template," follow these steps:
11. Navigate to the Project: Open your project on Taskade - Productivity and Workflow Template.

12. Identify Section for the New Workflow: Decide where you want to add the new workflow. It
could be after the "Stock Management" section or create a new, dedicated section for it.
13. Add a New Section: Create a new section titled "Credit Check and Payment Processing" by
clicking on the + button or simply click "Add task" at the appropriate place to start the new
section.
14. Define the Tasks within the New Section: Add the tasks related to credit check, sales accounts
data, and payment pending with days. Here are some suggestions:
Credit Check: Review customer credit history Verify current credit limits Approve or deny
credit requests based on credit history
Sales Accounts Data: Record sales transactions Update customer account balances Verify and
reconcile sales data with inventory records
Payment Pending with Days: Identify overdue payments Calculate days pending for each
payment Send payment reminders to customers Follow up on pending payments
15. Assign Roles if Necessary: Make sure to assign the tasks to your team members and set
deadlines if applicable.
Here's a visual example of what it might look like:
### Credit Check and Payment Processing
- Credit Check
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7/26/24, 11:51 AM Productivity and Workflow Template - Taskade

- Review customer credit history

- Verify current credit limits
- Approve or deny credit requests based on credit history
- Sales Accounts Data
- Record sales transactions
- Update customer account balances
- Verify and reconcile sales data with inventory records
- Payment Pending with Days
- Identify overdue payments
- Calculate days pending for each payment
- Send payment reminders to customers
- Follow up on pending payments
You can refine and expand on these tasks based on the specific needs and workflow of your
organization! After organizing all this, share it with your team to ensure everyone is on the same
page.
To add "Sales Person Attendance and Places of Visit" into your Project "Productivity and Workflow
Template," follow these steps:
16. Navigate to the Project: Open your project on Taskade - Productivity and Workflow Template.
17. Identify Section for the New Workflow: Decide where you want to add the new workflow. It
could be a new, dedicated section for sales person tracking tasks.
18. Add a New Section: Create a new section titled "Sales Person Attendance and Visits" by clicking
on the + button or simply click "Add task" at the appropriate place to start the new section.
19. Define the Tasks within the New Section: Add the tasks related to tracking sales person
attendance and their places of visit. Here are some suggestions:
Attendance Tracking: Log daily attendance of sales persons Record in/out timings Track
leaves and absences
Visit Planning: Plan and schedule visits Assign sales territories Set visit objectives
Visit Tracking: Record places visited by sales persons Log client meetings and outcomes
Update visit status (completed/pending)
Reporting: Generate daily visit reports Prepare weekly attendance summaries Monitor
monthly visit performance
20. Assign Roles if Necessary: Make sure to assign the tasks to your team members and set
deadlines if applicable.
Here's a visual example of what it might look like:
### Sales Person Attendance and Visits
- Attendance Tracking
- Log daily attendance of sales persons
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- Record in/out timings

- Track leaves and absences
- Visit Planning
- Plan and schedule visits
- Assign sales territories
- Set visit objectives
- Visit Tracking
- Record places visited by sales persons
- Log client meetings and outcomes
- Update visit status (completed/pending)
- Reporting
- Generate daily visit reports
- Prepare weekly attendance summaries
- Monitor monthly visit performance
You can refine and expand on these tasks based on the specific needs and workflow of your
organization! After organizing all this, share it with your team to ensure everyone is on the same
page.

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