Tasks & campaigns

Push the right work to the right stores.

Define task types once, bundle them into visit templates, and roll a promotion or range review out to hundreds of accounts with a field campaign. Reps see exactly what to do on each visit, and you see what got done.

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The problem

Instructions get lost between head office and the store.

Every rep does it differently.Without a defined task list, the same promotion is checked one way in one store and another way in the next.

Rolling out a program takes days.Adding the same work to hundreds of visits by hand is slow and easy to get wrong.

Unfinished work has no explanation.When a task isn't done, nobody records why, so it's hard to follow up.

What it does

Define the work once and roll it out everywhere.

Task types and visit templatesDefine the work, color-code visit types and bundle tasks into ready-made visit templates.

Field CampaignsThe same tasks across many accounts and reps at once. Existing Not Started visits get the campaign's tasks added.

Account SetsSaved account lists for campaigns, recurring visits and visit templates.

Smart Task AssignmentAssign tasks to the right visits using rules configured for your org during setup.

Grouped product tasksTasks for the same product and task type are grouped, with progress such as "2 / 5 Products".

Reasons for unfinished tasksAt check-out, reps choose a reason for each task they couldn't do. Reasons come from the task type.

Next Visit To Do'sLeave tasks and notes for the next visit to the account.

ObjectivesTargets per task type for each call cycle, with target, planned and completed counts.

Rep notificationsEmail reps when campaign visits are planned for them.

What you'll see

The campaign in Salesforce. The checklist on the phone.

In Salesforce

Field CampaignWinter promo rollout · 1 to 21 Jun

Assigning

TasksPromo display, Shelf survey

AccountsAccount Set: Metro NSW (120)

Assign toAccount owners

Existing visitsTasks added

Visits assignment initiated successfully. You will receive an email notification when the assignment is complete.

A manager picks the tasks, the account set and who to assign. Visits that already exist get the new tasks added.

In the FieldKo Atlas app

9:41

Metro Grocer Bondi Jct

Today • 9:30 AM

Checked in 9:31 AM
Location found, accurate to 12 m

✓Core ranging5 / 5 Products

✓Shelf survey12 / 12

✓Pack-outDone

Promo displayReason: Stock not delivered

Check Out

Reps work through the visit's tasks and record a reason for anything they couldn't finish.

Questions

Common questions

Can we create our own tasks?

Yes. Your admin defines task types, visit types and templates in Salesforce. Some advanced workflows need implementation work, which we scope with you.

Can a campaign add tasks to visits that are already planned?

Yes. When a field campaign runs, Not Started visits to the campaign's accounts get its tasks added.

Can reps add tasks themselves?

That depends on your setup. Some teams let reps add tasks during a visit, and others lock which tasks and surveys go together.

How do we see what was completed?

Task status and reasons sync to Salesforce with the visit, so you can report on completion by store, rep or campaign.

Best practices

Related best practices.

Campaign ExecutionLaunch a retail campaign that actually appears in storeCoordinate campaign plans, store eligibility, assets, field tasks, proofs and in-flight corrections.3 min read TemplateChecklist: campaign readiness, activation and recoveryCheck store eligibility, stock, creative assets, proof and issue ownership across each campaign phase.2 min read Performance & AnalyticsThe exception loop: how to turn audits into fixesCreate ownership, severity rules, resolution SLAs and verification so store issues do not recur unnoticed.3 min read

Browse all best practices →

See your next store program rolled out in FieldKo.

Tell us about a promotion or range review, and we'll show you how it reaches every store and how you track completion.

Book a Demo