TrackoField’s New Kanban View is Here (Visually Organise Field Tasks)

Still juggling daily tasks in scattered lists? TrackoField’s Kanban View brings clarity, streamlines task management, and boosts team productivity.

TrackoField just rolled out the much-requested Kanban View inside its Task Management Module. And it’s a total game-changer.

Well, think of it as a visual, drag-and-drop command center. Here field managers and supervisors can view, update, and streamline their entire task lifecycle (from start to finish) in real time.

Whether you’re assigning solar surveys, installation or sales visits, audits, or daily check-ins, Kanban brings visual clarity on every task.

Why You Need Kanban Style Task View? (Because Linear Lists Are Boring)

Field teams juggle dozens of moving parts every single day. A traditional task list can be cluttered. But with Kanban, you get introduced to clarity of entire task lifecycle —- showing you where every task stands at a glance:

• To-Do 
• In Progress Tasks 
• Incomplete Tasks 
• Completed Tasks 

Each task card moves through these stages like clockwork. This isn’t just convenient, it’s great for control too.

Benefits Kanban View Offers to Field Businesses

✅ Visual Clarity

Instantly spot task bottlenecks or idle tasks. Know when the team is overloaded or underdelivering.

✅ Drag-and-Drop Ease

Change task statuses with a simple drag and drop. Get saved from time taking clicks and toggling.

✅ Real-Time Syncing

Your field agents, field supervisors and ops managers stay on the same page. It brings clarity in accountability and reporting.

✅ Prioritization Made Simple

You can simply pin urgent tasks to the top to avoid end moment hassle or forgetfulness.

What Results Kanban-style Tasks View Help You See?

✅ 20% drop in missed tasks — with better stage-wise tracking & accountability.

✅ 35% improvement in task rescheduling speed — via drag-and-drop functionality.

✅ Up to 30% faster decision-making with real-time task status visibility.

How to Access Kanban View in TrackoField?

Step 1 – Login to TrackoField, Visits the “Task” on Left

Step 2 – By Default, You Will See a List View, Click on the Right-Side icon of Kanban List

Step 3 – There You Have Your Kanban View

“The new Kanban-style view in TrackoField is designed for visual clarity and instant insights.

It neatly categorizes tasks into stages like Pending, In Progress, Completed, Cancelled, Incomplete, and Unassigned — giving your team a real-time snapshot of where things stand.

With this structured layout, managers and field teams can make quicker decisions, reassign tasks on the fly, and spot bottlenecks instantly.

📌 Use Case: Solar  Technician Visit Scheduling

Let’s say you’re managing 100+ solar maintenance technicians visits per week across 4 cities. With Kanban view is tasks management, you can:

• Seamlessly assign site visits to specific agents.
• Live track task progress from “To Be Assigned” → “In Progress” → “Visit Done”.
• Can easily review when a task is sitting idle in “Pending Client Confirmation” for too long.
• Re-assign pending or waiting tasks on the fly without any confusion.

You no longer have to call agents for updates, no visits or tasks will be missed, and execution flow will be just excellent.

🎯 Who Is This TrackoField’s Kanban Style for?

Sales Teams wanting to plan store visits & dealer meetups.

Service Teams who are planning and maintaining breakdown calls or installations.

Survey Teams across industries like Solar, agri input, executing on-ground surveys or audits.

Operations Managers from across any field business looking to track a multi-stage project.

If your task has stages — Kanban view makes managing them a breeze.

✨ Ready to Visualise Productivity?

The Kanban view isn’t just another feature — it’s a smarter way to manage the field. Log in to your TrackoField dashboard and experience the difference.

FAQs

• What’s Kanban View in TrackoField, and how is it different from the list view?

  The Kanban View in TrackoField offers a visually appealing card-based layout of tasks, that is further organised into stages as:
  - To-Do
  - In-progress
  - Completed.
  It’s unlike the list view, where you find tasks in a linear format. Kanban style in task management allows you to drag and drop tasks across stages. This makes it convenient to track and manage workflows at a glance.

• Will my team members see real-time updates when I move tasks on the Kanban board?

  Yes, the Kanban view in TrackoField syncs in real time. This ensures that all the users, managers have up-to-date visibility on task status, changes & priorities.