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BUILT AROUND A REAL RETAIL SHIFT

For the things
you meant to come back to.

The request on the floor. The callback you’re waiting for. The thing the next manager needs to know. Give each one a clear next step.

CATCH THE REQUEST

You know the work.
Start with your own words.

“Have Phil clean the wet wall in Produce today at 3 pm.” Taldi picks out useful details from a natural request, so you can spend less time filling fields.

  • Match a saved teammate and department.
  • Bring the date and time into the task.
  • Add details, follow-up steps and priority.
  • Use Create by voice to prepare tasks or routines, then review before creating.

A LITTLE HELP FROM TALDI

Turn the blurb into a clear title and useful next steps.
Basic field detection works in the task composer. Optional AI can help refine the wording. You check the result; ambiguous names need a choice.
A better spoken task, in a few words ↗
Task composer showing detected owner, department and timing
Task creation · Phil, Produce and 3 pm, ready to check.

THE RIGHT PERSON, BESIDE THE WORK

“Who do we call
for the dairy reefer?”

Save your refrigeration company, general maintenance contact and other service providers before you need them. Keep their service type and contact details together.

When you capture “Refrigeration issue in dairy,” Taldi can connect the wording with your saved refrigeration contact and suggest a next action.

SUGGESTED NEXT STEP

Call Northline Refrigeration.
Choose the contact, open the call action, then record the outcome. A voicemail, a callback and a confirmed visit are different steps.

You make the call. Taldi keeps the contact and follow-up close, with room for primary and backup providers.

Keep the callback from getting lost ↗
Dairy refrigeration task with a Northline saved-contact call suggestion
A dairy task surfaces Northline Refrigeration from saved contacts.

THE REPEATING WORK, READY AGAIN

The garbage call.
The sweep at 3.
The closing checks.

Some things happen every shift. Others belong to opening, closing or a particular day. Set up the routine once and get a fresh check-off when it’s due.

  • Choose set times or timing around your saved shift.
  • Use shift-start and shift-end offsets as your schedule changes.
  • Keep the selected day’s routines in your schedule.
  • Let work-aware routines skip your saved days off and time away.

Taldi works from the schedule you save. It doesn’t need to track your location to know when your workday ends.

Make room for your time off ↗
Routine setup using shift timing
Routine setup · Work that fits around your saved shift.

LEAVE A USEFUL STARTING POINT

What happened.
What’s waiting.
What’s next.

Start with a short note for the next leader. Then choose the unfinished tasks they need to know about, including work you assigned earlier that isn’t due until tonight.

FOR THE EVENING SHIFT

Have Grocery swap the cereal end cap for oatmeal tonight. The three-day sale is over.
Keep the original owner and timing. Mark a handoff item High or Regular so the urgent follow-up is easy to spot.

Save the handoff in Notes → Shift Handoffs. Review it, then choose the linked teammates you want to share it with.

Five fields for a clearer handoff ↗
Saved handoff with shift notes, high-priority dairy repair and Grocery endcap follow-up
Shift notes above. Selected follow-ups below.

KEEP THE REST OF THE SHIFT CLOSE

The detail behind
the next conversation.

Walk the floor.
Keep what you notice.

Record department observations and ratings, then turn the concerns that matter into follow-ups. Return to previous walks when you need the context.

A quick note,
without losing the thread.

Keep shift notes and department details organized. Capture the answer, the change or the question you need for your next conversation.

Be ready for
the district check-in.

Keep your sales and labor notes beside the follow-ups they help explain. Bring the context from your shift into the conversation.

Made for your
very real shift.

Start with one thing you don’t want to forget.

Explore the 14-day trial ↗