Workcloud Task Management


Partner with the global leader in retail task management. Workcloud Task Management automatically routes tasks in real-time, helping frontline teams execute initiatives with 95%+ consistency and boost sales by 1-3%.

An employee is reaching for an item on a shelf at the garden department in a box store.

Task Management Streamlines Workflows Across Industries

Optimize Retail Tasks
Optimize Retail Tasks

Leverage retail task management software to respond to real-time information, ensuring store associates are in the right place at the right time to tackle high-impact in-store tasks effectively and boost customer satisfaction.

Streamline Retail Workflows
Streamline Retail Workflows

Improve task management in retail by leveraging our advanced rules engine to prioritize and assign tasks in real time, delivering optimized workflows and timely task completion.

Improve Management Visibility
Improve Management Visibility

Enhance retail operations management by giving corporate and field managers real-time visibility into store activities, enabling efficient task management across all locations.

Optimize Bank Tasks
Optimize Bank Tasks

Improve your branch’s operational efficiency with our user-friendly, mobile-accessible task management software for banks, streamlining task assignments and execution across your branch network.

Standardize Bank Task Processes
Standardize Bank Task Processes

Leverage our task management software to establish uniform bank processes and task execution, enhance performance analysis and effortlessly track improvements and compare results across branches.

Prioritize Important Tasks
Prioritize Important Tasks

Leverage our task management software to prioritize important operational tasks, allowing branch staff to focus on customer service and revenue-generating activities through streamlined task allocation and efficient workflow management.

Optimize Hospitality Tasks
Optimize Hospitality Tasks

Equip associates with our hospitality task management software that helps deliver essential information instantly, enabling them to concentrate on high-priority activities.

Automate Hospitality Task Management
Automate Hospitality Task Management

Automate task assignments to provide balanced workloads, boosting employee satisfaction and engagement while helping increase task completion rates.

Streamline Task Execution
Streamline Task Execution

Simplify daily task execution with hospitality task management software that allows employees to prioritize tasks and collaborate, to ensure guests receive a consistent and engaging experience across all locations.

Intelligent Orchestration for Flawless Frontline Execution

Tasks

Built for the Frontline. Proven for the Bottom Line.

Great frontline experiences drive great customer experiences. Workcloud Task Management removes daily friction for your associates, giving them the exact tools to execute with confidence while providing managers the visibility to lead effectively.

  • Eliminate the Guesswork
    Eliminate the Guesswork

    Give every associate a clear path to success. The platform provides a personalized, modern digital workspace that automatically prioritizes their daily tasks, so they always know exactly what high-value work to tackle next.

  • Protect Teams from Burnout
    Protect Teams from Burnout

    Keep workloads fair, manageable, and equitable. Workcloud Task Management focuses on planning, scheduling, and reserving workload capacity for designated resource types while providing real-time calendar and report visibility to prevent overloading associates or locations.

  • A Single-Pane Frontline Experience
    A Single-Pane Frontline Experience

    Stop app fatigue and hardware juggling. Equip your workforce with a consumer-grade, intuitive interface that consolidates daily tasks, digital checklists, and communication onto a single enterprise device. With personalized dashboards and prioritized to-do lists, associates spend less time navigating software and stay agile, heads-up, and focused on the customer.

  • Guide Execution Step-by-Step
    Guide Execution Step-by-Step

    Empower even your newest hires to perform like seasoned professionals. With agentic AI on device, intuitive digital checklists, and guided on-site walks, associates have the step-by-step support they need to complete complex tasks confidently.

  • Free Managers to Coach, Not Chase
    Free Managers to Coach, Not Chase

    Shift management from reactive tracking to proactive support. With real-time visibility and automated alerts for missed deadlines, managers can stop micromanaging checklists and focus on coaching associates through actual roadblocks.

Walks

Modern Site Walks & Intelligent Compliance

Ditch rigid lists. Workcloud Walk offers a flexible mobile inspection tool to navigate site reviews naturally, capture media proof, and trigger corrective workflows, turning passive audits into active brand protection.

  • Navigate Walks Naturally with a Modern UX
    Navigate Walks Naturally with a Modern UX

    Move beyond static, question-by-question checklists. Field managers can navigate site walks dynamically within a seamless, friction-free mobile interface. Skip sections, jump back to previous areas, and capture high-resolution photos and video notes all on the fly,.

  • Standardize and Scale Operational Excellence
    Standardize and Scale Operational Excellence

    Enforce total brand consistency across your entire footprint. Instantly deploy standardized, highly dynamic digital forms tailored to any department or initiative from loss prevention and safety standards to visual merchandising and seasonal compliance.

  • Drive Automated, Closed-Loop Resolution
    Drive Automated, Closed-Loop Resolution

    Don’t just document failures—resolve them instantly. When a site walk flags a compliance gap, Workcloud Walk automatically generates a prioritized task, routes it to the right on-site associate, and tracks it through to verified completion.

  • Transform Field Audits into Strategic Intelligence
    Transform Field Audits into Strategic Intelligence

    Go beyond compliance scores to uncover systemic operational trends. Access real-time, interactive dashboards that let you drill down into location-specific data, compare performance across peer groups, and pinpoint root-cause operational bottlenecks before they impact the bottom line.

Messaging

Real-Time Team Messaging & Collaboration

Unite your frontline with Workcloud Comm, a secure, real-time messaging platform bridging corporate directives and peer collaboration. Keep teams aligned and informed without the security risks of consumer chat apps.

  • Frictionless, Consumer-Grade Chat
    Frictionless, Consumer-Grade Chat

    Ditch unsecured personal texting and fragmented personal messaging apps. Workcloud Comm offers an intuitive, secure chat experience that frontline workers adopt instantly because it looks and feels like the communication tools they already use.

  • Precision Role & Location Targeting
    Precision Role & Location Targeting

    Stop spamming the floor with irrelevant notices. Pinpoint your communication by role, hierarchy, or specific location to ensure critical messages reach only the right individuals or teams at the right moment.

  • Geo-Fenced Labor Compliance
    Geo-Fenced Labor Compliance

    Protect your workforce and your business. Built-in geo-fencing and message filtering ensure that off-shift associates only receive work communications when they are physically on-site, helping to keep your operations compliant with labor regulations.

  • Actionable Insights & Read Verification
    Actionable Insights & Read Verification

    Establish true operational accountability. Track message open rates, monitor response times, and analyze engagement trends in real time so managers can lead by exception and verify that key corporate initiatives are being received and executed.

Docs

Contextual Knowledge, Delivered Instantly

Frontline teams need quick, accurate answers. Workcloud Docs is an active knowledge engine embedding visual guides, SOPs, and compliance updates into daily tasks, giving your team the exact answers they need to execute on the move.

  • Contextual, Task-Linked Knowledge
    Contextual, Task-Linked Knowledge

    Eliminate the search entirely. Embed standard operating procedures (SOPs), safety guides, or visual merchandising layouts directly inside assigned tasks and site walks. Associates get one-tap access to the exact guide they need, precisely when and where they are executing the work.

  • Mandatory Compliance Gates & Sign-Offs
    Mandatory Compliance Gates & Sign-Offs

    Ensure 100% policy adoption across your entire footprint. For critical regulatory changes, safety protocols, or recall procedures, lock work execution behind digital ”compliance gates."

  • Hyper-Localized Governance
    Hyper-Localized Governance

    Reduce operational noise. Dynamically manage your document library so associates only see the resources relevant to their specific store layout, department, and role, while regional managers access high-level strategic playbooks. You maintain strict corporate governance while keeping the frontline workspace clean and focused.

Forms

Turn Frontline Data into Instant Operational Action

Eliminate manual paper checklists. Workcloud Forms replaces clunky processes with a mobile-first solution. Submitting a dynamic form instantly triggers automated routing and corrective tasks to keep operations agile and audit-ready.

  • Trigger-to-Task Automated Workflows
    Trigger-to-Task Automated Workflows

    Don't let frontline issues sit idle in an inbox. Define custom rules that start the moment a form is submitted. Whether it’s an equipment failure or an incident report, Workcloud automatically routes the submission to the right department and generates trackable corrective tasks for speedy resolution.

  • Frictionless Vendor & Maintenance Logging
    Frictionless Vendor & Maintenance Logging

    Ditch the messy clipboards and visitor logbooks. Streamline maintenance transitions by allowing third-party contractors and vendors to check in, log their work, and digitally sign off on completed repairs directly through an intuitive, paperless interface.

  • Dynamic Form Creation with Zero-Lag Version Control
    Dynamic Form Creation with Zero-Lag Version Control

    Launch new initiatives across your entire footprint in minutes. Easily build, update, and deploy mobile-friendly forms with automatic version control that ensures every associate is always working from the most current, compliant version.

  • Audit-Ready Cloud Archiving & Trend Spotting
    Audit-Ready Cloud Archiving & Trend Spotting

    Stop hunting through banker boxes of paper forms. Every submission is instantly categorized and securely archived in a searchable cloud database. Effortlessly track compliance histories, pull audit trails, and analyze submissions to pinpoint recurring issues before they impact your bottom line.

BI

AI-Driven Actionable Insights

Workcloud BI powered by Strategy unlocks deeper insights from your task management data, with the ability to leverage real-time data analysis and AI-powered reporting to make greater improvements to your store operations and your frontline’s performance.

  • Enhanced Performance
    Enhanced Performance

    Access and process your data in real time, with better data optimization leading to more valuable insights into your frontline’s productivity and efficiency

  • AI-Powered Reporting
    AI-Powered Reporting

    Leverage AI to expedite dashboard building, enable deeper insights, optimize scheduling data, and receive simplified explanations of reporting and data

  • Outcome-Focused Insights
    Outcome-Focused Insights

    Make data-driven decisions instantly with comprehensive workflows delivering actionable insights, making it easier to focus on making high-value improvements to your labor forecasting and scheduling

  • Modern UX
    Modern UX

    Utilize modern and easily navigable dashboards and reports, with the ability to customize for mobile and desktop

Workcloud IO

Orchestrate. Integrate. Accelerate.

Coordinate actions across multiple systems in a single, automated workflow with no manual hand-offs required. By connecting Workcloud Task or Sync to 200+ enterprise apps, IoT devices, and AI/ML services via certified connectors, you can convert complex integrations into low/no-code workflows—unlocking rapid ROI without heavy IT involvement.

Workflow Builder

  • Drag-and-drop visual canvas for building multi-step automations
  • Pre-built templates for common workflows
  • Connect triggers, conditions, and actions across any integrated system

IFTTT Rules Engine

  • If This, Then That logic for event-driven automation
  • Set triggers across systems: tasks, alerts, etc.
  • Chain conditional rules for exceptions and escalations automatically

200+ Certified Connectors

  • Enterprise apps: SAP, Oracle, Salesforce, ServiceNow & more
  • IoT and edge devices, cameras, sensors, and handheld scanners
  • AI/ML services for cv, forecasting, and NLP

Monitoring & Resilience

  • Built-in dashboards for real-time workflow health and SLA tracking
  • Automatic retry logic and error handling to prevent disruptions
  • Alerts and audit logs for IT and ops oversight
Agents

GenAI-Driven Frontline Intelligence

Workcloud Task Agent puts a GenAI co-pilot in associates' hands. Accessible via natural-language mobile prompts, it translates complex SOPs into instant, step-by-step guidance so floor teams don't have to pause work or hunt through manuals.

  • Conversational SOP Retrieval
    Conversational SOP Retrieval

    Ditch the keyword-search struggle. Associates can simply ask questions in plain, natural language like "How do I reset the self-checkout?" or "What is our policy on returning opened items?” and receive immediate, guided, step-by-step answers pulled directly from your verified corporate database.

  • Zero-Friction Workflow Integration
    Zero-Friction Workflow Integration

    Eliminate app fatigue and training bottlenecks. Workcloud Task Agent lives directly inside the messaging environment. Associates can retrieve answers, troubleshoot device issues, or verify procedures without ever leaving their active communication screen.

  • Instant On-The-Spot Troubleshooting
    Instant On-The-Spot Troubleshooting

    Protect the customer experience by resolving floor issues instantly. Instead of pausing to look for a manager, Task Agent provides immediate guided instructions for handling equipment issues, inventory discrepancies, or visual merchandising layouts.

  • Multilingual Accessibility
    Multilingual Accessibility

    Bridge the translation gap and onboard seasonal staff in record time. Task Agent can translate complex corporate terminology and technical manuals into clear, simplified tasks in the associate's preferred language, boosting confidence and accuracy.

  • Frees Managers to Lead, Not Direct
    Frees Managers to Lead, Not Direct

    Stop treating store managers like walking search engines. By putting self-service, audited answers in the hands of every associate, Task Agent slashes repetitive "how-to" questions, allowing floor leaders to focus on high-value coaching and strategic execution.

[Workcloud Real-Time Task Management] simplifies the life of store managers. They’re able to focus on the most important things that provide our guests the best service.

See Zebra Solutions in Action

Awards

Recognizing Zebra

Partner with an industry leader with more than 50 years of field-proven expertise

Nucleus Research Task Management 2026 Value Matrix report quadrant

Zebra Technologies Ranked #1 in Usability and as a Leader in the Nucleus Research Task Management Value Matrix

Access the Nucleus Research analysis featuring Zebra’s Workcloud Enterprise Collaboration Suite.

Empower Associate Performance, All in One Place

Overhaul your performance and maximize your workforce potential with integrated solutions.

Workcloud Workforce Scheduling
Workcloud Workforce Scheduling

Use intelligent analytics to forecast and schedule your workforce, balancing demand, availability, costs and compliance.

Workcloud Sync
Workcloud Sync

Empower employees to get immediate answers, solve customer problems and do more with less on a suite of essential communication and collaboration tools including push to talk, voice, analytics and more—all stored on one device.

Workcloud Actionable Intelligence
Workcloud Actionable Intelligence

Uncover cost-savings opportunities from your data and send course-corrective actions to your front line to recover more losses and seize more sales.

Zebra Tablets
Zebra Tablets

Work your way with purpose-built and tailored tablets that feature far-reaching wireless capabilities, flexible add-on features and a highly secure, fully configurable operating system built to work on Android or Windows 10 devices.

Help

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