WORKFLOWS WITH PLANMERIT TOOLS
Make the next action visible.
Example workspace: Autumn store launch. The examples below are suggestions you can create manually, not preloaded templates or automatic integrations.
01Prepare a store opening
Create a launch board with tasks for fixtures, training and readiness checks. Use dates and priorities to focus the team on what must happen next.
- Confirm fitting-room signage
- Schedule product briefing
- Review opening-day readiness
02Coordinate visual merchandising
Attach reference images or PDFs to each task. Store teams can discuss implementation in comments, and participants receive in-app notifications when someone follows up.
- Share window-display reference images
- Assign display installation to the store lead
- Collect a completion photo
03Follow up on store issues
Separate workspaces or boards by store and use organization roles to control editing. Track a manual stock-check action or service issue through the existing task statuses.
- Investigate missing shelf labels
- Check packaging availability
- Resolve fixture repair request