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.
BUILT AROUND A REAL RETAIL SHIFT
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
“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.
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.

THE RIGHT PERSON, BESIDE THE WORK
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 ↗
THE REPEATING WORK, READY AGAIN
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.
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 ↗
LEAVE A USEFUL STARTING POINT
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 ↗
KEEP THE REST OF THE SHIFT CLOSE
Record department observations and ratings, then turn the concerns that matter into follow-ups. Return to previous walks when you need the context.
Keep shift notes and department details organized. Capture the answer, the change or the question you need for your next conversation.
Keep your sales and labor notes beside the follow-ups they help explain. Bring the context from your shift into the conversation.
Start with one thing you don’t want to forget.
Explore the 14-day trial ↗