Tasks

Guide to creating, assigning, and tracking team tasks.

Overview

Tasks enable team coordination for order fulfillment, dispatch preparation, inventory checks, and other workflow items. Assign tasks to team members and track progress.

Creating Tasks

1. Tasks tab → Tap + Add

2. Task Details:

   • Task Type: Order Fulfillment, Dispatch Prep, Inventory Check, etc.

   • Assignee: Select team member by name

   • Description: What needs to be done

   • Related Order/Dispatch: Link to order or dispatch (optional)

3. Item Info (if applicable):

   • Item name, quantity

   • Customer name

4. Status: Pending (default), In Progress, Complete

5. Flag: Mark as urgent

6. Tap Save

Viewing Tasks

List Views:

• My Tasks: Tasks assigned to you

• All Tasks: All company tasks (Manager view)

• Pending: Incomplete tasks only

• Complete: Finished tasks

Filters:

• By assignee

• By status

• By type

• Flagged only

Sort:

• By due date (urgent first)

• By creation date

• By assignee

Managing Tasks

Updating Task Status

Quick Status Change:

1. Swipe task right

2. Tap status button (Pending → In Progress → Complete)

Or:

1. Tap task

2. Change status in detail view

3. Save

Assigning Tasks

New Task: Select assignee during creation

Reassign Existing:

1. Tap task

2. Tap current assignee

3. Select new team member

4. Save

Effect: If notifications enabled, assignee receives notification

Marking Task Complete

1. Tap task

2. Tap Mark Complete button

3. Optional: Add completion notes

4. Task moves to completed view

Task Notifications

When Assigned (if enabled):

• Notification: "[User] assigned you a task: [Description]"

• Tap to open task details

Task Reminders (planned):

• Reminders based on due date

• Overdue task alerts

Bulk Task Creation

Create tasks from orders:

1. Orders → Select orders (multi-select)

2. Tap Create Tasks

3. Choose task type

4. Assign team member(s)

5. Tap Create

Effect: One task per order created

Task Analytics

Dashboard Shows:

• Total pending tasks

• Overdue tasks count

• Assignee workload (task count per person)

Future Reports:

• Task completion rate

• Average completion time

• Bottlenecks by task type

Technical Details

Entity: Tasks (see Core Data Model)

Key Fields:

• staffID: UUID of assignee

• staffName: Display name

• openedByUserIDs: Tracks who viewed task (for multi-user read receipts)

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Related: Orders, Dispatch, Access Control