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Smartup · Trade operations modules

Task Management and Execution

An exception does not remain in a report: it becomes a task with an owner, deadline, evidence and a verified outcome.

Discuss implementationCapabilities

A TASK STARTS WITH AN OPERATIONAL FACT

A signal does not stay in a report - it gets an owner.

Choose an exception type. Smartup preserves the source process object, defines the expected action and routes it to the role that can address the cause rather than merely close the notification.

Overdue receivable

Source
Agreement, retail outlet and receivable document
What happened
The payment due date has passed without a recorded next action
Action created
Review the debt, record the agreement and set the next action date
Accountable owner
Credit controller or accountable finance role
Required evidence
Comment, document or confirmed promise to pay

A TASK RECORD THAT PRESERVES CONTEXT

Not just ‘do it’ - what, where, by whom and how to verify.

The task remains linked to its source Smartup object. The record makes the accountable owner, deadline, completion criterion, required evidence and reviewer visible before execution begins.
DEMONSTRATION TASKIN PROGRESS

Review the deviation and record the next action

Retail outlet · visit · operational signal

01 · Source

Link to the source object and recorded deviation

The field remains linked to the source object, change history and role permissions.

CLOSED-LOOP EXECUTION

From signal to verified outcome - without losing context.

The automated sequence shows how the stages connect. It does not promise autonomous resolution of every task: roles, deadlines, evidence and transition rules are agreed for the selected process.
Stage ownerSystem or process employee
Control factSmartup object and recorded deviation
What moves forwardThe context and reason for action are clear

QUEUE BY PROCESS, ROLE AND DEADLINE

A manager sees where execution has stopped.

The Kanban board does not separate a task from the business process: every card retains the process, source object, owner, deadline and review status. Filters support queue review by role, workstream and due date.
NEW

New

Accountable owner
Signal owner
Due date
Assign under the process rule
Object
Signals without an accepted owner
Decision required
Assign an owner and completion criterion

‘DONE’ IS NOT YET AN OUTCOME

The reviewer closes the action and returns the conclusion to the process.

The decision is recorded with its basis. The next shift, visit, shipment or management review starts from a verified fact instead of searching through the same conversation again.
ACCEPT

Accept

Facts reviewed
The criterion is met and the evidence matches the task
Decision owner
Assigned reviewer
What happens next
Close the task and retain the decision in history
Control
Closure does not remove the source signal or material

READY FOR CONTROLLED ROLLOUT

Five decisions that stop the board becoming another list.

Before configuration, the team selects the first-scope signals and agrees ownership, deadlines, evidence and outcome verification.
  1. 01

    The signal is defined

    The object and fact that start a task are explicit, while notifications outside the first scope stay excluded.

  2. 02

    The owner is assigned

    Each task type has an accountable role, collaborators and escalation authority.

  3. 03

    The deadline is measurable

    Due date and priority follow the process rule, and an overdue state has a defined action.

  4. 04

    Evidence is agreed

    The assignee knows which comment, file, photo, document or checklist proves the outcome.

  5. 05

    Verification closes the loop

    An assigned role accepts the outcome, returns it or creates the next action.

For the go-live decision

What usually blocks the decision

Evaluate the unbroken link from an operational signal to accountable action, evidence and reviewer decision-not a standalone task list.

Does this replace Jira or Asana?

No. The public boundary is task execution linked to agreed Smartup processes and objects.

Can recurring tasks and templates be configured?

Yes, for agreed scenarios; roles, deadlines, evidence and recurrence rules are defined in the project.

What counts as completion?

Not status alone. The process defines the acceptance criterion and evidence, and an assigned reviewer accepts the result.

Platform scale

The module runs on Smartup’s shared data model

Shared customer, outlet and SKU master data connects each operation with sales, inventory, finance and analytics.

800+

active mid-sized and large companies in Central Asia

28 000+

daily active users

30+

confirmed integrations

Smartup · FMCG / CPG

See the module on your own processes

In 30 minutes, we will review your current workflow, loss points, launch data and the first controlled scenario.

Discuss implementation

Book a 30-minute process review

We will review your distribution process and define the first execution workstream, 3–5 pilot KPIs and data requirements.

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