Team Tasks, Comments and Mentions in the Warehouse
QrX gives your warehouse team one place to work together: team tasks for jobs that are not a pick, a receipt or a count, comments on the work itself, and mentions with @ that reach the right colleague. Everything that waits for you personally is collected in your own team inbox, in PortalX and in the QrX app on the phone.
Who It Is For
Team leads who hand out jobs such as "clean the returns area" or "check the damaged pallet in aisle C".
Pickers, packers and receivers who want to leave a remark on a pick list, receipt, stock item, count, order or bin, or ask a colleague a question.
You need the pack station or warehouse stock in your account, and the permission View team tasks and comments.
Where to Find It
PortalX: Warehouse > Team (https://portal.qr-x.app/warehouse/team), with the parts Team tasks and Inbox.
PortalX: the speech bubble Team comments on a pick list, a receipt, a stock item, a count, an order at the pack station, a bin and the history of a location.
QrX app, Work mode: the card Team with Team tasks and Mentions.
Team Tasks
A team task has a title, an optional note, an optional deadline, an optional colleague it is assigned to and an optional link to an order, pick list, receipt, stock item, location or count. Put-away and replenish work is not a team task: that stays under Warehouse > Tasks.
Filter the list with All tasks, My tasks or Not assigned, with Open or Done, sort with Newest first or Deadline first, and switch on Overdue only to see what is late.
Take this task: anyone can take an open task that nobody has yet. When a colleague was faster, QrX tells you.
Complete: you complete your own tasks and tasks nobody has yet. Reopen opens a completed task again.
A task past its deadline gets the tag Overdue.
Create and Assign a Task (Team Leads)
Click New task.
Fill in the Title and, when you want, the Note (optional) and the Deadline (optional) with a time.
Choose a colleague under Assigned to, or leave it empty so anyone on the team can take the task.
Under Linked to you can link the task to an order, pick list, receipt, stock item, location or count.
Click Create task.
Pick lists and counts are found by their number, for example PL-12 or CT-34; with an empty search you see the newest first.
Team leads also edit, copy and delete tasks with the icons on the row, and can complete or reopen any task. Copy opens a new task with the same title, note, link and repeat, without deadline and assignee. Deleting a task removes its comments and inbox items for everyone. This needs the permission Manage team tasks.
Repeating Tasks
Fill in Repeat every (days) (1 to 365) for a job that comes back, such as a weekly check. The next task is created at the moment the current one is completed, with the same title, note, assignee and link. Its deadline moves on by the number of days you set. To stop the series, empty the field on the open task and save, or delete the task.
Comments and Mentions
Open Team comments, write your comment and click Send. A team task has its comments under its details.
Type @ and choose a name to mention a colleague. Only colleagues who may see team tasks can be mentioned, at most 20 in one comment.
You can edit and delete your own comments. A team lead can delete any comment.
Writing needs the permission Write team comments.
The Team comments button shows how many comments there are, for example "Team comments (3)", on pick lists, receipts, stock items, counts, orders at the pack station and bins; above 99 it shows 99+. The team task list shows the number of comments per task in the same way.
In the QrX app, the Comments button of a pick list, receipt, stock item or count shows the count too ("Comments: 3").
Your Team Inbox
The Inbox shows every mention and every team task that was given to you. Only you see it. Click an item to mark it as read and open the task or the screen the comment is on. Mark as read marks one item, Mark all read marks everything. The number next to Team in the menu is what you have not read yet.
The button in a mention e-mail opens exactly that inbox item; when the item was removed in the meantime, the inbox tells you it is no longer there.
Notifications by E-mail and on the Phone
In the inbox, the bell icon opens Notification preferences with four switches. All four are on at the start.
E-mail when I am mentioned and E-mail when I get a team task: the e-mail is sent after 5 minutes, and only when you did not read the item in the meantime. For your privacy it does not contain the comment or the task. The button in the e-mail opens the item in PortalX.
Phone notification when I am mentioned and Phone notification when I get a team task: an alert on the phone where you use the QrX app for work. Silent mode and your quiet hours in the app are respected.
Your team inbox always shows everything, whatever you switch off here.
In the QrX App
Team tasks: the tabs Mine and Unassigned. Tap Take to take a task and Done when it is finished. A repeating task shows how often it comes back, and the app names the next deadline when you complete it.
Mentions: your mentions and the tasks assigned to you, with Mark as read and Mark all as read.
Comments: read and write comments and type @ to mention a colleague.
Team notifications: the same four switches as in PortalX.
Creating, editing and deleting team tasks is done in PortalX.
Permissions
View team tasks and comments: open the team screen, read comments, be mentioned, get team tasks, take a free task and complete your own.
Write team comments: write comments and mention colleagues.
Manage team tasks: for team leads. Create, edit, assign and delete tasks, delete any comment, change the team board settings.
An administrator sets these under Settings > Team & Access > Roles & Permissions. A changed role applies after the colleague signs in again.
Frequently Asked Questions
I cannot find a colleague when I type @. Why?
Only colleagues of your own account with the permission View team tasks and comments can be mentioned or get a task. Ask an administrator to add the permission to their role.
I was mentioned but got no e-mail. Why?
The e-mail is sent after 5 minutes and only when the mention is still unread. If you opened it in PortalX or in the app first, no e-mail follows. Also check the switches under Notification preferences.
Can a customer or a carrier see these comments?
No. Team comments are internal notes for your own warehouse team. They are not part of the Message Centre and are never sent to a consumer.
When to Contact Our Support Team
Contact QrX support when a colleague with the right permission does not see Warehouse > Team after signing in again, or when mentions stay unread in the inbox but no e-mail or phone alert arrives although the switches are on.