Warehouse team: how this screen works
What you see on this screen
Warehouse, Team is the place for jobs that are not a pick, a receipt or a count, for example "clean the returns area" or "check the damaged pallet in aisle C". It also holds your own team inbox: every time a colleague mentions you in a comment or gives you a team task, you find it here.
Team tasks, Inbox and Skills (top of the screen): switch between the list of team tasks, your inbox and the skills of your team. A number next to Inbox shows how many items you have not read yet. The same number shows next to Team in the menu.
The list icon Put-away and replenish tasks: opens the Tasks screen with put-away and replenish work. Only shown when you may open that screen.
Refresh: reads the list again. The lists also update by themselves when a colleague changes something.
The gear icon Team board settings and the button New task: only for team leads, see below.
Good to know: you see this screen with the permission View team tasks and comments. Team leads also have Manage team tasks: they create, edit, assign and delete team tasks. An administrator sets this under Roles and permissions.
The list of team tasks
Use the filters at the top to find the right tasks:
All tasks, My tasks or Not assigned: every task, only the tasks assigned to you, or the tasks nobody has yet.
Open or Done: tasks that still need doing, or completed tasks.
Newest first or Deadline first: the order of open tasks. With Deadline first, tasks without a deadline come last.
Overdue only: switch it on to see only open tasks whose deadline has passed.
Each row is one task with these columns:
Task: the title of the task. A speech bubble with a number next to it shows how many comments the task has.
Linked to: the order, pick list, receipt, stock item, location or count the task is about. Click it to open that screen.
Assigned to: who does the task, or "Nobody yet". Your own tasks carry the tag You.
Deadline: date and time, with a red tag Overdue when it has passed.
Repeats: for example "Every 7 days" for a repeating task.
Status: Open or Done.
The icons at the end of a row:
Take this task (hand): on an open task that nobody has yet. The task becomes yours. If a colleague was faster, QrX tells you and refreshes the list.
Complete (tick): marks the task as done. You can complete your own tasks and tasks nobody has yet; a team lead can complete any task.
Reopen: on a completed task, when it turns out not to be finished.
Edit (pencil), Copy and Delete (bin): only for team leads.
Click a row to open the task. Without the manage permission you see the task with its note, deadline and comments, and the buttons Take this task and Complete when they apply.
Create, edit, copy or delete a team task
For team leads. Click New task to open New team task, or the pencil on a row to open Edit team task.
Title: required. A short name for the job, at most 200 characters.
Note (optional): what needs to be done and what to look out for.
Deadline (optional) and Time: choose a date first, then a time.
Assigned to: search a colleague by name. Leave it empty and anyone on the team can take the task. Only colleagues who may see team tasks are listed. The colleague you choose gets the task in the team inbox.
Repeat every (days): 1 to 365 days for a task that comes back. Empty means the task does not repeat.
Linked to: optional. Choose Order, Pick list, Receipt, Stock item, Location or Count, then search and choose the record. For an order you type the Transaction number and the Order reference (shown on the task). "Nothing linked" keeps the task on its own. 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.
Click Create task (new) or Save (edit). If a colleague changed the same task while you were editing, QrX says so and offers Load latest; your changes are not saved over theirs.
Copy: opens New team task filled in with the title, note, link and repeat of the task you copied. The deadline and the assignee start empty.
Delete: asks Delete this team task? The task, its comments and its inbox items disappear for everyone, and a repeating task stops repeating.
Repeating tasks
A task with Repeat every (days) creates its next one at the moment you complete it, so there is never a pile of unfinished copies. The next task has the same title, note, assignee and link. Its deadline moves on by the number of days you set, until it lies in the future. A task without a deadline gets one: the moment of completion plus that number of days. QrX confirms with "Task completed. The next one is ready." or names the new deadline.
To stop a repeating task, a team lead empties Repeat every (days) on the open task and saves, or deletes the task. Reopening a completed task does not remove the next one.
Your team inbox
Inbox lists what waits for you personally. Nobody else sees your inbox.
Mention: a colleague wrote @ and your name in a comment. Task for you: a colleague gave you a team task.
The columns show From, What (the start of the comment, or the task title), Linked to and When. A dot and bold text mean unread.
Click a row: the item is marked as read and QrX opens the task, or the screen of the pick list, receipt, stock item, count or location the comment is on.
Mark as read (envelope icon) marks one item without opening it. Mark all read clears the whole inbox.
Everything or Unread only: choose what the list shows.
When a task is given to someone else, completed or deleted, or a comment is deleted, the unread item leaves your inbox by itself.
Notification preferences
In the inbox, click the bell icon Notification preferences. Four switches decide how QrX also tells you outside the portal. They are all on at the start, and each change is saved right away. Your team inbox always shows everything, whatever you choose here.
E-mail when I am mentioned: sent after 5 minutes, and only when you did not read the mention yet.
E-mail when I get a team task: sent after 5 minutes, and only when the task is still yours and unread.
Phone notification when I am mentioned and Phone notification when I get a team task: on the phone where you use the QrX app for work.
For your privacy the e-mail does not contain the comment or the task. The button in the e-mail opens this screen with the item, and from there the pick list, receipt or task itself. The link at the bottom of the e-mail brings you to these preferences. This also works when the item is far down your inbox. If the item is gone, QrX tells you so.
Skills of your team
Skills shows every team member with the skills and certificates they hold, such as a forklift licence or ADR. Skills help leads pick the right person for a job. They are advice only: an expired or missing skill never blocks work.
The columns show the Team member, the Home warehouse, the Skills with their end date and Attention: a red pill for expired skills and an orange pill for skills that expire within 30 days.
Choose one skill in the filter (or All skills) to see only the people who hold it with a valid date.
Export icon: one row per person and skill, with the end date, whether it is still valid, the certificate note and who gave it.
Import skills (the upload icon) and Manage the skills list (the award icon): see below.
Team leads click the pencil Edit skills on a row to open Skills of that person:
Home warehouse: the warehouse this person normally works in, or No home warehouse. Click the Save button next to it.
Give skill: choose a skill, set Valid until (empty means no end date) and a Certificate note, for example the licence number. A skill marked Certificate needed asks for that note.
On a skill the person holds: Change date or note, or Remove skill (the skill and its certificate note are removed).
The skills list (Settings, Staff skills)
Open it with Manage the skills list on the Skills segment, or with the Staff skills card under Settings, Warehouse. It lists the skills and certificates your team can hold, with Code, Name, Description, Certificate, Holders and State (Active, Switched off or Archived). Search by code or name; switch on Show archived to see archived skills too.
New skill: under Start from a suggestion (optional), pick a common skill such as forklift, reach truck, ADR or cold store, or fill in the fields yourself: Code (1 to 30 letters, digits, dash or underscore, unique), Name, Description, Certificate needed and Active. A skill that is switched off is not offered when you give skills, and its holders do not count as qualified.
Row icons: Edit skill (pencil), Copy skill (opens a New skill with the same name and settings and an empty code) and Archive skill or Restore skill. People keep an archived skill on their record, but it no longer counts as valid.
An account has at most 200 skills. Changing the list needs the Manage team tasks permission.
Import skills (the upload icon, on this page and on the Skills segment) reads a CSV file. Under What to import, choose Skills list (code and name required; a known code updates that skill) or Skills of people (the user by e-mail or user name, the skill code, and optionally the end date, certificate note and home warehouse code). Click Download template, Choose CSV file and Check file. When every row is OK, click Import. Nothing is saved before that.
Comments on a team task
Every team task has its own comments under its details. Write in the field "Write a comment. Type @ to mention a colleague." and click Send.
Type @ and choose a name to mention a colleague. The mention lands in that colleague's team inbox. One comment can mention at most 20 people.
Your own comments have Edit comment and Delete comment. A changed comment shows "edited". A team lead can delete any comment.
Writing needs the permission Write team comments.
The same speech bubble Team comments is on pick lists, receipts, stock items, counts, orders at the pack station and bins, so a remark stays with the work it is about. A number on the speech bubble shows how many comments there are (99+ for 100 or more).
Export to CSV or Excel
You can export the list of team tasks with the filters you chose, and on the Skills segment and the skills list the skills of your team. Click the Export icon, choose CSV or Excel and click Start export. The export uses the filters you have on the screen and runs in the background, so you can keep working.
The Show your exports icon opens Exports: all your exports, newest first, with more loading as you scroll and a refresh button. When an export is Ready, download the file. A file is kept for 24 hours. An Excel file holds at most 1,000,000 cells: export a larger list as CSV. You can run up to 3 exports at the same time.
You see these icons only when your role may open this list and may also export stock history.
Tips and common questions
I do not see New task. Creating tasks is for team leads. Ask an administrator for the permission Manage team tasks.
"Someone else already took this task. The list is refreshed.": a colleague clicked Take this task just before you. Pick another task.
"This person cannot get team tasks any more. Choose someone else.": the colleague no longer has access to team tasks. Assign the task to someone else.
I cannot find a colleague when I type @. Only colleagues with the permission View team tasks and comments can be mentioned or get a task.
I got no e-mail. The e-mail is sent after 5 minutes and only for items you have not read. Check the switches under Notification preferences.
Where do I see who is working on what right now? On the Warehouse dashboard, in the section Live team board.
"This skill needs a certificate note, such as the licence number.": fill in the Certificate note before you save.
"This code is already in use." on a skill: every skill code is unique. Choose another code, or edit the existing skill.
Put-away and replenish work is not here: it stays on the Tasks screen.