Task Management

Build retail task management, no code required

Streamline task assignments, monitor progress, and enhance team collaboration with a customizable app tailored to your retail operations.

A digital user interface displaying a retail task management dashboard with task lists, progress indicators, and navigation menus.
retail task management mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your retail task data in real time

Connect spreadsheets, task management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your retail operations.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Equip your retail staff and managers with the right tools to track, assign, and complete daily tasks. Set up secure logins, user groups, and permissions in minutes.

Advanced permissions

Give store associates and supervisors tailored dashboards, so each role sees just the tasks and info they need.

User groups

Give store associates and supervisors tailored dashboards, so each role sees just the tasks and info they need.

Automations

Connect with tools like Make, Zapier, or N8N to automate task assignments and reminders, reducing manual follow-up.

Works on any device

Access and update retail tasks from the sales floor or back office. All apps are mobile-ready out of the box.

Easy, secure logins

Let your team log in with Google, email, or SSO for quick, secure access—no IT help required.

Security

Keep store and employee data safe with SOC2 and GDPR compliance, plus robust access controls for your team.

AI Magic

An AI assistant for retail teams

Let staff ask AI about tasks, schedules, or updates. Answers appear instantly, right inside your task management system.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building retail task management

Easy, fast setup

Set up your retail task manager in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily update checklists, roles, or workflows as your retail operations change—no rebuilds required.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage tasks, shift schedules, and store dashboards—all in one place, with no extra tools to buy.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom retail task management in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is retail task management?
What are the benefits of building retail task management with Softr?
What types of features can I build into my retail task management system?
Do I need to know how to code to build a retail task management system in Softr?
Can I manage multiple teams or stores in the same retail task management portal?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr for retail task management if I don’t already have my data in another tool?
Can I white-label my retail task management in Softr, including using my own branding?
Can I customize the design and layout of my retail task management?
How secure is my data in Softr apps?
How much does it cost to build a retail task management app with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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Easily set up and customize your Task Management tool
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