Warehouse Tasks

Warehouse tasks manage all physical activities in the warehouse including putaway, replenishment, cycle counts, and custom tasks. This guide covers task creation, assignment, and tracking.

Overview

Task management enables you to:

• Create and assign warehouse tasks
• Track task progress and completion
• Manage task priorities
• Handle task exceptions
• Monitor worker productivity
• Optimize task distribution

Accessing Tasks

Navigate to Warehouse → Tasks to access task management.

Understanding Tasks

Task Types

Type	Description	Trigger
Putaway	Move received goods to storage	Goods receipt
Pick	Retrieve items for orders	Pick wave
Replenishment	Restock pick locations	Low stock
Transfer	Move between locations	Manual/rule
Cycle Count	Verify inventory	Schedule
Loading	Load for shipment	Shipping
Receiving	Process inbound	PO arrival
Returns	Process returns	Return receipt

Task Statuses

Status	Description
Created	Task generated
Assigned	Worker assigned
In Progress	Being executed
Completed	Task finished
Cancelled	Task cancelled
On Hold	Paused/blocked
Failed	Could not complete

Task Priorities

Priority	Level	Response
Urgent	1	Immediate
High	2	Within 1 hour
Normal	3	Within 4 hours
Low	4	End of day
Scheduled	5	Future date

Creating Tasks

Manual Task Creation

1. Go to Warehouse → Tasks → New
2. Select task type
3. Enter details:

Field	Description
Task Type	Putaway/Pick/Transfer/etc.
From Location	Source bin
To Location	Destination bin
Item	Product to move
Quantity	Amount
Priority	Urgency level
Due Date	Completion target
Notes	Special instructions

4. Assign to worker (optional)
5. Create task

Auto-Generated Tasks

System creates tasks automatically:

Putaway Tasks:

• Triggered by goods receipt
• System suggests location
• Based on putaway rules

Replenishment Tasks:

• Triggered by low stock
• Monitors pick locations
• Based on min/max levels

Pick Tasks:

• Triggered by pick waves
• Grouped by location
• Optimized path

How-To Guides

How to Create Warehouse Tasks

Putaway Task

1. Goods received at dock
2. System generates putaway task:
   • From: Receiving dock
   • To: Suggested bin (based on rules)
   • Item and quantity
3. Assign to worker
4. Worker moves stock
5. Scan confirmation
6. Task complete

Transfer Task

Move stock between locations:

1. Go to Warehouse → Tasks → New Transfer
2. Select:
   • From location
   • To location
   • Item
   • Quantity
   • Reason
3. Create task
4. Worker executes move
5. Confirm at destination

Replenishment Task

Restock pick faces:

1. System detects low stock
2. Identifies source location
3. Creates replenish task
4. Worker picks from bulk
5. Delivers to pick face
6. Confirms quantity

How to Assign Tasks to Workers

Manual Assignment

1. Open task
2. Click Assign
3. Select worker from list
4. Worker receives notification
5. Task appears in their queue

Auto-Assignment

Configure automatic routing:

By Zone:

• Workers assigned to zones
• Tasks route to zone worker

By Skill:

• Match task requirements
• Equipment certifications
• Experience level

Round-Robin:

• Equal distribution
• Load balancing
• Availability checking

Proximity:

• Nearest available worker
• Real-time location
• Minimize travel

How to Prioritize Tasks

Setting Priority

Factors affecting priority:

• Ship date urgency
• Customer importance
• Item perishability
• Blocking downstream work

Priority Queue

Workers see tasks in order:

1. Urgent tasks first
2. High priority second
3. Normal by due date
4. Low as time permits

Dynamic Re-prioritization

Adjust priorities:

• Rush order comes in
• Carrier cutoff approaching
• Stockout prevention
• Manager override

How to Track Task Completion

Real-Time Dashboard

Monitor all tasks:

• Active tasks by status
• Worker assignments
• Completion rate
• Exceptions

Task Details

For each task view:

• Creation time
• Assignment time
• Start time
• Completion time
• Duration
• Worker

Progress Updates

Workers update status:

• Accept task
• Start task
• Log progress
• Complete or report issue

How to Handle Task Exceptions

Common Exceptions

Exception	Cause	Resolution
Location blocked	Aisle obstruction	Clear or reassign
Item not found	Inventory error	Investigate, adjust
Equipment issue	Forklift down	Assign different
Worker unavailable	Break/absence	Reassign task
Weight limit	Over capacity	Split task

Exception Handling

1. Worker reports exception
2. Task flagged
3. Supervisor notified
4. Investigate cause
5. Resolve or escalate
6. Resume or reassign

How to Manage Cycle Counts

Cycle Count Setup

Create counting schedule:

1. Go to Warehouse → Tasks → Cycle Counts
2. Configure:
   • Locations to count
   • Frequency (daily/weekly/monthly)
   • Count method
   • Tolerance thresholds

Cycle Count Types

Type	Method	Use Case
ABC	By velocity	Focus on A items
Random	Random selection	Statistical sampling
Location	By zone/aisle	Systematic coverage
Triggered	After discrepancy	Investigation

Count Process

1. Count task generated
2. Assigned to counter
3. Counter visits location
4. Counts physical stock
5. Enters count
6. System compares to expected
7. Variance handled

Variance Resolution

When count differs:

• Within tolerance: Auto-adjust
• Outside tolerance: Investigate
• Recount if needed
• Approve adjustment
• Update inventory

Advanced Features

Task Interleaving

Combine tasks efficiently:

• Pick on way to storage
• Deposit on way to pick
• Minimize empty travel
• Optimize path

Labor Management

Track worker performance:

• Tasks completed
• Time per task
• Accuracy rate
• Productivity trends

Task Templates

Create reusable task sets:

• Standard workflows
• Recurring tasks
• Batch operations
• Quick creation

Mobile Task Management

Workers use mobile devices:

• View task queue
• Accept/start tasks
• Update progress
• Report exceptions

Best Practices

📋 Task Creation

• Clear instructions
• Accurate locations
• Realistic due dates
• Appropriate priority

👥 Assignment

• Balance workloads
• Match skills
• Consider location
• Monitor capacity

📊 Tracking

• Real-time monitoring
• Quick exception handling
• Regular reporting
• Performance reviews

🔄 Optimization

• Analyze patterns
• Reduce travel
• Batch similar tasks
• Continuous improvement

Configuration

Task Settings

Navigate to Settings → Warehouse → Tasks:

• Auto-Assignment - Enable/configure
• Default Priority - Normal task priority
• Task Timeout - Auto-escalation
• Confirmation - Scan required

Task Type Settings

For each task type:

• Enabled/disabled
• Auto-generation rules
• Assignment logic
• Completion requirements

Worker Settings

• Zones - Assigned areas
• Skills - Certifications
• Equipment - Authorized equipment
• Capacity - Max concurrent tasks

Troubleshooting

Common Issues

Task not creating

• Check trigger conditions
• Verify rules configured
• Review inventory data
• Check task type enabled

Assignment failing

• Verify workers available
• Check zone assignments
• Review skill requirements
• Check worker capacity

Task stuck in progress

• Contact worker
• Check for exceptions
• Review task details
• Force complete if needed

Productivity low

• Analyze travel time
• Check task sequence
• Review slotting
• Consider re-training

Next Steps

Learn about Mobile Operations to execute tasks efficiently with handheld devices.