Field Staff Tracking: Integrating ClickTask with Workflow

Managing a remote field team in real time can feel like chasing shadows—tracking attendance, assigning tasks, and keeping tabs on performance isn’t easy. That’s exactly why we turned to ClickTask, our all-in-one field staff tracking software developed to simplify workforce monitoring, attendance, and task management across locations.

At Aditi Tracking, we’ve implemented ClickTask to boost efficiency, and we’re here to walk you through the exact steps, tips, and impact this powerful task management software has had on our field operations.

 

Setting Up the ClickTask App – Onboarding Field Employees with Ease

 

Integrating ClickTask into your workflow starts with properly onboarding your field employees through the mobile app. Here’s how you can get started and ensure smooth field employee tracking, task updates, and performance monitoring right from their phones.

ClickTask Mobile App Setup – Step-by-Step

 

For a visual walkthrough, check out the ClickTask App Setup Video Guide.

1. Download the App

    • Get the ClickTask Employee App from Google Play or the App Store.
    • Allow GPS permissions for accurate location tracking and attendance marking.

We have apps for both Android and IOS users

2. Login & Access Dashboard

    • Enter your registered mobile number and the password provided by your admin.
    • The Dashboard opens up, showing key modules: Calendar, Tasks, Attendance, Leave, Expense, and more.

3. Go “On Duty” to Start Your Day

      • Tap the Go On Duty button to begin logging time and tasks—this triggers location-based tracking and status updates.

4. Explore the Key Modules

        • Attendance: Tap to view logs or check in/out using geo-tagged time tracking.
        • Leave: Apply for Planned, Casual, or Sick leave and track approval status.
        • Address: Save work or client locations using the Customer Address Save feature.
        • Profile: View personal and work details assigned by your manager.

5. Adding and Managing Tasks

          • Tap the + icon to create a new task.
            • Quick Task: For immediate execution.
            • Scheduled Task: Set a future date/time.
          • Add task details, attach documents, and upload photos during execution.
          • Use the Pause, Note, and Record features to enrich field updates.
          • Once finished, end the task and complete any required forms.

How These Features Improve Tracking & Performance

Feature How It Helps
Flexible Attendance Employees can check in from field locations; managers get accurate, real-time logs.
Location Tracking Know exactly where your field team is and improve on-ground coordination.
Visit Management Schedule and track visits efficiently from the app.
Expense Tracking Field staff can report expenses transparently with proof.
Activity Reports Summarize meetings or client interactions on the go.
Customer Address Save Drop pins to remember key job locations.
Offline Mode Tasks and attendance can be logged without connectivity—syncs later!
Insights Dashboard Managers can track productivity, late check-ins, and task progress instantly.

 

ClickTask Manager App – Control & Monitor Like a Pro

While field employees track their daily activities via the employee app, the real power lies in how managers oversee and control it all using the ClickTask Manager App.

This dedicated tool empowers team leads and supervisors to manage everything, from task assignments to live tracking and performance analysis, right from their mobile devices.

Manager App Features That Streamline Field Operations

Feature What It Does
Task Assignment Create, assign, and categorize tasks based on urgency, skill, or region.
Live Tracking Monitor real-time location and task status of field employees.
Geo-Fence Setup Define digital work zones to ensure attendance accuracy and compliance.
Performance Dashboard View KPIs like task completion rates, late check-ins, and productivity trends.
Custom Alerts Get notified for missed check-ins, delayed task submissions, or off-route movement.
Billing & Reporting Access View expenses and activity reports for client accountability and internal tracking.

How It Fits into the Bigger Workflow

  • Managers assign tasks via the dashboard while tracking multiple teams on the move.
  • Geo-fencing and alerts minimize the need for constant follow-ups.
  • The insights dashboard helps make quick, data-backed decisions.
  • Integration with ERP and payroll ensures reporting is smooth and centralized.

Why It Matters

The ClickTask Manager App bridges the gap between the field and the office. It allows you to monitor field employee tracking, optimize performance, and stay agile, no matter where your teams are deployed.

Why ClickTask is the Best Task Tracking App for Field Teams

Still confused? Read our guide on the top 10 field employee time tracking apps & software for businesses for more clarity on which solution is best for you.

ClickTask is the all-in-one field employee tracking software that brings everything together: attendance, task updates, real-time communication, and performance analytics. Whether you’re managing sales agents, technicians, or delivery teams, it’s truly a game-changer.

Ready to streamline your operations? Contact Us Now and discover how ClickTask can transform your field workforce monitoring.

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