Soporte de Beam

The task and mission management module in Beam allows you to create, assign, and track the progress of tasks and missions for the different teams using Beam.

The benefits are as follows:

    •    You use the same platform your teams are already familiar with.

    •    You can stop relying on inadequate tools like email or WhatsApp to communicate with your store teams.

    •    Your teams can execute their tasks and missions directly from the Beam mobile app on a smartphone or shared tablet in the store.

    •    Managers can use either the mobile app or web app to track mission progress, exchange messages with teams, and approve compliance.

    •    Missions can be selectively shared with specific individuals or distribution lists (called Audiences) that can be based on a list of stores (making them easy to keep updated). For example, you can share a mission with a list of 100 stores, where each store team collaborates on their specific mission with the manager(s) assigned to that mission.

    •    You can create tasks that repeat periodically based on a schedule you set, using a mission template, just like a calendar event.

You can use this module for the following purposes:

    •    As an Area Manager, plan and anticipate visits with Store Managers, enabling them to prepare necessary information for more effective visits and focus on areas requiring attention.

    •    Remotely track action plans following store visits.

    •    Communicate processes or information directly to your teams in a simple, direct manner.

    •    Update these processes and ensure consistent application over time, including onboarding new employees.

    •    Inform your teams about product campaigns, launches, updates, etc.

    •    Train your teams on specific business processes or methods.

    •    Coordinate all commercial actions, especially Visual Merchandising efforts, collecting visual feedback and facilitating the validation and compliance tracking cycle.

    •    Plan and track audits of all types.

The module has two main tabs:

    1.    Tasks and Missions.

    2.    Task and Mission Templates: Manage your templates to simplify task creation and define missions that repeat at regular intervals.

Additional Features:

    •    Options to search and filter tasks and missions.

    •    By default, the module displays only missions and tasks that are published and in progress.

    •    The number of tasks is shown in the mission counter on the left sidebar of this module.

At the top-right of the module, there’s a bell icon with a counter indicating the number of unread notifications. Clicking this counter opens the Notifications page for the Tasks and Missions module. Clicking on a specific notification will take you directly to the mission in question or to the related messages or comments.

Mark Notifications as Read:

You can mark all notifications as read. These notifications are the same as those visible on the Beam mobile app.

Tasks and Missions consist of two main blocks:

1. Header Block

Includes:

    •    The mission title.

    •    A subtitle for context.

    •    Tags to categorize your missions.

    •    A cover image to customize your missions.

    •    Execution dates: start and end dates.

    •    The audience assigned to execute the mission.

    •    The audience allowed to follow the progress of the mission.

    •    The audience allowed to edit the mission.

    •    The type of execution: shared or individual.

    •    An optional compliance workflow.

Execution Audience:

    •    Select an audience, which is a list of collaborators assigned to complete the mission.

    •    An audience can include one or multiple people.

    •    Audiences can be based on store lists or establishments.

    •    If you haven’t created the audience you need, you can create it here.

Execution Types:

    •    By Employee: Assign the mission to one or more employees. For each section of the mission, you can choose whether it should be completed individually or collaboratively (shared among the audience).

    •    By Store/Establishment: Assign the mission collectively to the teams in each store or establishment included in the audience. This type is generally used for commercial action tracking or Visual Merchandising missions.

Notes:

    •    The compliance workflow is only available for missions with the “By Store/Establishment” execution type.

    •    This execution type requires an audience based on a list of stores or establishments. Otherwise, an alert message will appear.

    •    The compliance workflow option is disabled by default. It appears when “By Store/Establishment” is selected and must be activated via a toggle.

2. Execution Sections Block : Sections can be of two types: Content or Form.

Content Sections:

    •    Attachment: Add files like images, Excel sheets, PDFs, etc.

    •    Text: Write formatted explanatory text, such as instructions or procedures. Links are supported.

    •    Photo Upload: Request users to upload photos of their setups or store conditions.

    •    Content Section: This new type allows you to combine all types of content (title, text, attachment, images, and video) in a single section. It is intended to replace single-format sections like Attachments or Text.

Form Sections:

    •    These include five types of forms. Learn more about them in the dedicated entry.

You can compose your mission with as many sections as you need. While creating the mission, you’ll be prompted to add at least one section using the green button with a “+” symbol.

    •    Informative Sections (Text, Image, Attachment): These do not require specific actions from the audience. For missions with only informative sections, you can add a “Read Check” section to track who has read the content.

    •    Execution Sections: These require action from the audience.

Each section can have a title, and you can reorder sections using the options button at the top-right of each section.

When your mission is ready:

    •    Save it as a draft or as “Ready” while waiting for publication.

    •    Publish it when it’s ready. Only published missions are visible to collaborators for execution.

Tracking Indicators for Missions:

    •    Progress percentage, based on the number of completed elements.

    •    Compliance percentage.

    •    Number of exchanged messages, including unread messages.

You can find these indicators in the thumbnail view of the Tasks and Missions module in the web app or at the top of the thumbnail for each mission in the Beam mobile app.

Missions on the app’s homepage:

    •    Published missions with a start date.

    •    Missions that are not 100% completed.

When opening a mission from the Beam mobile app, you’ll see all elements included during its creation:

Header:

    •    Title.

    •    Subtitle.

    •    Tags.

    •    Cover image.

    •    Execution dates: start and end.

Additional Options:

    1.    If a manager oversees multiple stores or an employee works in multiple stores within the mission’s audience, a selector allows you to choose the store to view or complete elements.

    2.    If a manager is included in both execution and follow-up or edit audiences, a toggle lets them switch between execution and follow-up modes.

Execution Sections:

Presented in the same order as during mission creation.

Comments:

Each execution section includes a comments subsection, enabling team members to exchange messages contextualized to the task. Comments can include images for more visual communication, and emojis can make messages more engaging and personalized.

For more details, learn how to create templates, publish missions, and use all the module’s functionalities.