Task Management

Empower teams, simplify compliance, maximize performance

YOOBIC’s AI-powered task management keeps teams efficient and engaged, with compliance monitoring and performance optimization made easy for leaders — so you can focus on delivering standout customer experiences and protecting margins.

Yoobic app screen shot

Real life drill — in the boardroom, and I'm being asked about a particular merchandizing set. Within seconds I'm able to pull up YOOBIC and take a look at execution across the entire chain and validate, whether we've gotten everybody across the finish line or where the gaps are.

Chris Freeman
VP of Stores at Michaels

When it comes to food service, there’s no room for error. Providing safe, hygienic, and brand-appropriate experiences requires meticulous attention to detail from every single frontline team member, and that’s the challenge YOOBIC helps to solve.

Mark Corney
Global Operations Development Director at Pret

By partnering with YOOBIC we’ve found a way to put everything a store associate needs into their hand in an app. YOOBIC gives our associates the support and tools they need to dazzle our customers and deliver consistent excellence every single time someone walks into the store.

Brent Paulsen
Managing Director, Head of Retail at UNTUCKit

Your complete solution for clear, consistent task execution

Everything for frontline teams in one place
  • View all store activities in one spot — tasks, promotions, site visits, and more
  • Maximize time with customers, not in the back office, with a mobile-first design for the field
  • Access tasks and campaigns anytime, anywhere — even offline
  • Equip field managers with insights to track progress, set goals, and drive results
  • View all store activities in one spot — tasks, promotions, site visits, and more
  • Maximize time with customers, not in the back office, with a mobile-first design for the field
  • Access tasks and campaigns anytime, anywhere — even offline
  • Equip field managers with insights to track progress, set goals, and drive results
Effortless task management & targeting
  • Organize all tasks and campaigns in one place — create, assign, and track with ease
  • Get information to the right people with advanced targeting
  • Speed up content creation with templates and an intuitive drag-and-drop builder
  • Generate operational content in seconds using AI
  • Engage teams with courses, videos, and GIFs embedded directly into tasks and campaigns
  • Streamline approvals and validations with built-in governance tools
  • Organize all tasks and campaigns in one place — create, assign, and track with ease
  • Get information to the right people with advanced targeting
  • Speed up content creation with templates and an intuitive drag-and-drop builder
  • Generate operational content in seconds using AI
  • Engage teams with courses, videos, and GIFs embedded directly into tasks and campaigns
  • Streamline approvals and validations with built-in governance tools
A stronger feedback loop
  • Drive compliance with real-time feedback and collaboration
  • Provide quick, visual feedback by annotating photos and approving execution
  • Create flexible action plans to reduce time to compliance
  • Track progress on action plans to keep performance moving in the right direction
  • Encourage employees to share best practices, promoting team learning
  • Drive compliance with real-time feedback and collaboration
  • Provide quick, visual feedback by annotating photos and approving execution
  • Create flexible action plans to reduce time to compliance
  • Track progress on action plans to keep performance moving in the right direction
  • Encourage employees to share best practices, promoting team learning
Advanced automations for peak performance
  • Prioritize tasks and personalize workflows for each role
  • Simplify complex processes with multi-step workflows and conditional logic
  • Trigger push notifications for overdue tasks to keep teams on track
  • Ensure compliance with automated, score-based tasks
  • Prioritize tasks and personalize workflows for each role
  • Simplify complex processes with multi-step workflows and conditional logic
  • Trigger push notifications for overdue tasks to keep teams on track
  • Ensure compliance with automated, score-based tasks
Actionable data that drives results
  • Identify trends and make data-driven decisions with comprehensive reporting
  • Access real-time insights with out-of-the-box and customizable dashboards
  • Connect operations to outcomes by integrating sales, NPS, and reviews right inside YOOBIC
  • Manage by exception to quickly uncover and fix issues
  • Streamline audits with weighted scoring for precise compliance insights
  • Identify trends and make data-driven decisions with comprehensive reporting
  • Access real-time insights with out-of-the-box and customizable dashboards
  • Connect operations to outcomes by integrating sales, NPS, and reviews right inside YOOBIC
  • Manage by exception to quickly uncover and fix issues
  • Streamline audits with weighted scoring for precise compliance insights

Essential features for flawless execution

Audits & Site Visits

Visual Merchandising Compliance

Feedback Loops

Advanced User Targeting

Action Plans

Advanced Workflows

Internal Governance Validation

Automated Triggers

AI Content Generation

Real results that speak for themselves

Save time

0k

One YOOBIC customer gained back 55,000 hours each year to reallocate in stores by speeding up compliance.
Increase compliance

0%

A YOOBIC customer achieved 98% compliance across their estate when audited, thanks to streamlined, digitized processes.
Reduce cost

0m

Another YOOBIC customer saved more than $2 million by digitizing operations and cutting down time spent on manual tasks.

“When there are best practices, we want to be able to implement them very quickly. Thanks to YOOBIC, we get those right in front of our eyes”

Olivier Bamberger

Retail & VM Director UK, Lacoste

Your safety and security is our top priority

Secure

Industry-leading security protocols with full SOC 2 Type 2 and GDPR compliance ensure your data stays protected.

Safe

Robust governance and moderation tools make YOOBIC a safer choice for teams compared to popular messaging apps.

Supported

With a Customer Satisfaction score exceeding 98%, the YOOBIC team is dedicated to supporting and guiding you every step of the way.

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