Task Board

The task board lists every task of the active warehouse, in any status. It is the supervisor's view of the dispatch pool and of the work in hand. The form is task_board_list_form. The data comes from the database view task_board.

How to open it

1. In the left sidebar open Task Manager.
2. Click Task Board.

The menu item is task_board_menu.

What the screen has

Part	What it is
Toolbar	Three buttons: Return to Pool, Reassign, Delete Task.
Filter bar	Filters for the columns that have a filter (all of them except Pick Assignment).
Grid	One row per task, 50 rows per page. A check box at the start of each row ticks it. You can tick many rows.
Columns	Shows or hides columns. 25 of 28 are shown at first.
Views	Saves a set of filters and columns.

A click on a row does not open anything. The board has no card. The grid cannot be edited. All columns are read only.

Not confirmed by code: in which order the rows come when you open the board. The metadata sets no sort for this list. To verify: open the board on a warehouse with several tasks and read the Created column.

Columns

Table: task (read through the view task_board). Every column is read only.

Label	Column	Type	Filter	Shown at first	What it shows
ID	id	Whole number	Number	No	The row key.
Task	code	Text, 20	Text	Yes	The task code.
Type	task_type	List	Set of values	Yes	Pick, Putaway, Replenish, Move, Count.
Status	status	Badge	Set of values	Yes	Created, Assigned, InProgress, Completed, Shorted, Cancelled. See Task statuses.
Priority	priority	Whole number, 16 bit	Number	Yes	Default 50. A lower number is more urgent: the pool is read in ascending order.
SKU	sku_code	Text, 50	Text	Yes	The item. Empty if the task has no item.
Lot	lot	Text, 10	Text	Yes	The lot.
Qty	qty	Number	Number	Yes	The planned quantity. A Count task has none.
UOM	uom	Text, 10	Text	Yes	Unit of the quantity.
Qty Done	qty_done	Number	Number	Yes	Quantity done so far. Default 0. It is kept when the task goes back to the pool.
From	from_location	Text, 20	Text	Yes	The source location. The pool is filtered by the zone of this location.
To	to_location	Text, 20	Text	Yes	The destination location, if any.
Zone	zone	Text	Text	Yes	The putaway zone of the From location.
Assignee ID	assignee	Whole number	Number	No	The operator id. Empty when the task is in the pool.
Assignee	assignee_username	Text, 128	Text	Yes	The login of the holder.
Assignee Name	assignee_name	Text, 200	Text	Yes	The full name of the holder.
Created	created_at	Date and time	Date	Yes	When the task was made.
Claimed	claimed_at	Date and time	Date	Yes	When the holder took it. Cleared when the task goes back to the pool.
Started	started_at	Date and time	Date	Yes	When the first progress was reported. Cleared on return to the pool.
Ended	ended_at	Date and time	Date	Yes	When the task finished.
Lease Expires	lease_expires_at	Date and time	Date	Yes	When the holder loses the task if nothing renews the lease. See below.
Available From	available_from	Date and time	Date	Yes	Until this time nobody is offered the task. See below.
Return Reason	skip_reason	Text, 80	Text	Yes	The reason text of the last return to the pool.
How Returned	return_kind	List	Set of values	Yes	Refused, HandedBack, Seized, Expired.
Refusals	refused_count	Whole number	Number	Yes	How many times operators refused the task. Default 0.
Escalated	escalated_at	Date and time	Date	Yes	When the task was escalated to a supervisor. Empty if it was not.
Version	version	Whole number	Number	No	The change counter. Return to Pool and Reassign send it back.
Pick Assignment	pick_assignment_code	Text	none	Yes	The code of the live pick assignment that holds this task. Empty otherwise.

The Pick Assignment column shows only a live assignment (Building, Ready, Picking, Delivering). A task of a dissolved assignment shows no code. Source: crates/libs/wms-lib-sql/sql/wms-app/migrations/051_the_supervisor_sees_pick_assignments.sql:27-80.

Lease Expires

A claim sets the lease to now plus the setting TASK_LEASE_TTL_MIN (15 minutes by default). The RF terminal renews it with task_heartbeat and with each progress report. The system returns a task to the pool when the lease time is past. The result is Created, no holder, How Returned = Expired, Return Reason = auto-release (lease expired). Source: crates/libs/wms-lib-core/src/model/tasks/task.rs:1886-1923.

Available From

The column is the time of the last refusal plus the cooldown. The cooldown is the setting TASK_SKIP_COOLDOWN_MIN (10 minutes by default). Until that time nobody is offered the task, not even the operator who refused it. The column is empty for a task that was handed back, taken back by a supervisor, or returned by an expired lease. These doors do not start a cooldown. Source: view task_board in 051_the_supervisor_sees_pick_assignments.sql:61-64; task.rs:1546-1551 and task.rs:1685-1708.

Escalated

When the number of refusals reaches the setting TASK_SKIP_ESCALATE_AFTER (3 by default), the system sets Escalated. An escalated task is offered to nobody, even after the cooldown. Only Reassign takes it out. Reassign also sets Refusals back to 0 and clears Escalated. Source: task.rs:1550-1552 (escalation), task.rs:1627-1637 (reassign).

Toolbar buttons

The buttons are in the toolbar task_board_tb. A button is grey when the ticked rows do not fit. The grey text says why when you point at the button.

Button	Needs	What it does	Task page
Return to Pool	Exactly one ticked task with status Assigned or InProgress	Opens the window Return Task to Pool.	Returning a task to the pool
Reassign	Exactly one ticked task that is Assigned, InProgress, or escalated	Opens the window Reassign Task.	Reassigning a task
Delete Task	One or more ticked tasks	Opens the window Delete Selected Tasks?.	Deleting tasks

The grey texts are:

Button	Text when grey
Return to Pool	Select a task that is Assigned or InProgress
Reassign	Select a task that is Assigned, InProgress, or escalated to a supervisor
Delete Task	Select at least one task

Source: the rows for form 294 in crates/libs/wms-lib-sql/sql/wms-meta-ui/migrations/001_baseline.sql:5517-5520. The toolbar is drawn again each time you tick or untick a row (interaction int_task_board_selection). With no row or with several rows ticked, the two one-row buttons stay grey, because there is no single row to read the status from. Source: the note in 086_the_supervisor_sees_and_dissolves_pick_assignments.sql:553-566, which describes the same kind of gate.

The test for Reassign reads a value of the board view that is not a column on the screen. The value is yes for Assigned, InProgress, and for Created with Escalated set. Source: view task_board, 051_the_supervisor_sees_pick_assignments.sql:53-57.

Who can use it

Role	Open the board	Return to Pool, Reassign	Delete Task
ADMIN	Yes	Yes	Yes
MANAGER	Yes	Yes	Yes
SUPERVISOR	Not confirmed (see the overview)	No by default	No by default
OPERATOR	Yes (read only)	No	No
VIEWER	Yes (read only)	No	No

The reason for each cell is on Who can do what.

What this screen affects

• Return to Pool and Reassign change the holder, the status and the lease of a task. The terminal of the old holder loses the task.
• Delete Task removes the task and puts its pick back into reserve.
• Nothing on this screen changes stock.

Related pages

• Task Board windows
• Task statuses and transitions
• Skip History
• API: read list_task, get_task; commands task_force_release, task_reassign, task_delete_many
• RF terminal: PICK01 "Get Pick Work" claims a pick task (pick_dispatch_next). A pick operator gives a task back with Reject Pick (PICK11, method pick_reject). That is always a refusal, with a reason.