Task Management

Overview

The task management system enables managers and administrators to create, assign, and track warehouse tasks. Workers can view their assigned tasks and update progress through an intuitive interface with real-time status tracking.

Task Lifecycle

Pending

Task is created and assigned to a worker. Awaiting action.

In Progress

Worker has started working on the task. Active status.

Completed

Task is finished. Archived for analytics.

Task Structure

interface Task {
  id: string;
  description: string;          // Task details and instructions
  assignedTo: string;           // Worker user ID
  assignedBy: string;           // Manager/Admin user ID
  status: 'Pending' | 'In Progress' | 'Completed';
  createdAt: string;            // ISO 8601 timestamp
  updatedAt: string;            // ISO 8601 timestamp
}

Task Creation and Assignment

Create Task API

Managers and Admins can create tasks (taskController.js:144-199):

POST /api/tasks

Request Body:

{
  "description": "Inspect expired items in dairy section",
  "assignedTo": "673ab12c5f8e9a001234abcd"
}

Implementation:

exports.createTask = async (req, res) => {
  const { description, assignedTo } = req.body;

  // Validation
  if (!description || !assignedTo) {
    return sendErrorResponse(res, 'Please provide description and assignedTo', 400);
  }

  // Verify assignedTo user exists and is a Worker
  const worker = await User.findById(assignedTo);
  if (!worker) {
    return sendErrorResponse(res, 'Assigned user not found', 404);
  }

  if (worker.role !== 'Worker') {
    return sendErrorResponse(res, 'Tasks can only be assigned to Workers', 400);
  }

  if (!worker.isActive) {
    return sendErrorResponse(res, 'Cannot assign task to inactive worker', 400);
  }

  // Create task
  const task = await Task.create({
    description,
    assignedTo,
    assignedBy: req.user.id  // Automatically set from auth token
  });

  const populatedTask = await Task.findById(task._id)
    .populate('assignedTo', 'name email')
    .populate('assignedBy', 'name email');
};

Validations:

Description and assignedTo are required
Assigned user must exist
Assigned user must have “Worker” role
Worker must be active (not disabled)

Task Assignment UI

The task creation form (TaskManagementPage.tsx:8-115):

const AddEditTaskForm: React.FC<{
  task: Task | null;
  workers: User[];
  onSave: (taskData: any) => void;
  onCancel: () => void;
}> = ({ task, workers, onSave, onCancel }) => {
  const [formData, setFormData] = useState({
    description: task?.description || '',
    assignedTo: task?.assignedTo || '',
    status: task?.status || 'Pending',
  });

  return (
    <form onSubmit={handleSubmit}>
      <textarea
        name="description"
        value={formData.description}
        onChange={handleChange}
        required
        rows={4}
        placeholder="Enter task description..."
      />
      
      <select
        name="assignedTo"
        value={formData.assignedTo}
        onChange={handleChange}
        required
      >
        <option value="">Select Worker</option>
        {workers.map(worker => (
          <option key={worker.id} value={worker.id}>
            {worker.name} ({worker.email})
          </option>
        ))}
      </select>
      
      {task && (
        <select name="status" value={formData.status}>
          <option value="Pending">Pending</option>
          <option value="In Progress">In Progress</option>
          <option value="Completed">Completed</option>
        </select>
      )}
    </form>
  );
};

Get Available Workers

Fetch active workers for task assignment (userController.js:217-235):

GET /api/users/workers

Response:

{
  "workers": [
    {
      "id": "673ab12c5f8e9a001234abcd",
      "name": "John Worker",
      "email": "john@example.com"
    }
  ],
  "count": 5
}

Implementation:

exports.getWorkers = async (req, res) => {
  const workers = await User.find({ 
    role: 'Worker',
    isActive: true 
  })
  .select('name email')
  .sort({ name: 1 });
};

Status Tracking

Update Task Status

Workers can update their task status (taskController.js:260-303):

PATCH /api/tasks/:id/status

Request Body:

{
  "status": "In Progress"
}

Implementation:

exports.updateTaskStatus = async (req, res) => {
  const { status } = req.body;

  if (!status) {
    return sendErrorResponse(res, 'Please provide status', 400);
  }

  if (!['Pending', 'In Progress', 'Completed'].includes(status)) {
    return sendErrorResponse(res, 'Invalid status value', 400);
  }

  const task = await Task.findById(req.params.id);

  if (!task) {
    return sendErrorResponse(res, 'Task not found', 404);
  }

  // Workers can only update their own tasks
  if (req.user.role === 'Worker' && task.assignedTo.toString() !== req.user.id) {
    return sendErrorResponse(res, 'Not authorized to update this task', 403);
  }

  task.status = status;
  await task.save();
};

Access Control:

Workers can only update their own tasks
Managers/Admins can update any task
Status must be valid: Pending, In Progress, or Completed

Worker Task Actions

Quick action buttons for workers (WorkerDashboard.tsx:163-178):

{task.status === 'Pending' && (
  <button
    onClick={() => handleStatusChange(task.id, 'In Progress')}
    className="bg-yellow-500 text-white"
  >
    Start
  </button>
)}

{task.status === 'In Progress' && (
  <button
    onClick={() => handleStatusChange(task.id, 'Completed')}
    className="bg-green-500 text-white"
  >
    Complete
  </button>
)}

Status Transition:

Pending → “Start” button → In Progress
In Progress → “Complete” button → Completed

Worker-Specific Task Views

Worker Dashboard

Workers see only their assigned tasks (WorkerDashboard.tsx:1-195):

const WorkerDashboard: React.FC = () => {
  const [tasks, setTasks] = useState<Task[]>([]);
  const [statusFilter, setStatusFilter] = useState<string>('all');

  const fetchMyTasks = async () => {
    const { tasks } = await taskService.getMyTasks({ limit: 100 });
    setTasks(tasks);
  };

  const filteredTasks = tasks.filter(task => {
    if (statusFilter === 'all') return true;
    return task.status === statusFilter;
  });
};

Task Statistics

Three KPI cards showing task breakdown (WorkerDashboard.tsx:56-106):

const pendingCount = tasks.filter(t => t.status === 'Pending').length;
const inProgressCount = tasks.filter(t => t.status === 'In Progress').length;
const completedCount = tasks.filter(t => t.status === 'Completed').length;

<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
  {/* Pending Card */}
  <div className="bg-card-light p-6 rounded-2xl">
    <p className="text-sm text-slate-500">Pending</p>
    <h3 className="text-3xl font-bold">{pendingCount}</h3>
    <ArchiveBox className="w-6 h-6 text-slate-600" />
  </div>
  
  {/* In Progress Card */}
  <div className="bg-card-light p-6 rounded-2xl">
    <p className="text-sm text-slate-500">In Progress</p>
    <h3 className="text-3xl font-bold">{inProgressCount}</h3>
    <ArchiveBox className="w-6 h-6 text-yellow-600" />
  </div>
  
  {/* Completed Card */}
  <div className="bg-card-light p-6 rounded-2xl">
    <p className="text-sm text-slate-500">Completed</p>
    <h3 className="text-3xl font-bold">{completedCount}</h3>
    <ArchiveBox className="w-6 h-6 text-green-600" />
  </div>
</div>

Status Filtering

Filter buttons for task views (WorkerDashboard.tsx:114-144):

<div className="flex gap-2">
  <button
    onClick={() => setStatusFilter('all')}
    className={statusFilter === 'all' ? 'bg-primary text-white' : 'bg-slate-100'}
  >
    All
  </button>
  <button
    onClick={() => setStatusFilter('Pending')}
    className={statusFilter === 'Pending' ? 'bg-primary text-white' : 'bg-slate-100'}
  >
    Pending
  </button>
  <button
    onClick={() => setStatusFilter('In Progress')}
    className={statusFilter === 'In Progress' ? 'bg-primary text-white' : 'bg-slate-100'}
  >
    In Progress
  </button>
</div>

Get My Tasks API

Worker-specific endpoint (taskController.js:69-106):

GET /api/tasks/my-tasks?status=Pending&limit=10

Query Parameters:

status - Filter by status (optional)
page - Page number (default: 1)
limit - Items per page (default: 10)

Implementation:

exports.getMyTasks = async (req, res) => {
  const query = { assignedTo: req.user.id };
  
  // Filter by status if provided
  if (req.query.status) {
    query.status = req.query.status;
  }

  const tasks = await Task.find(query)
    .populate('assignedBy', 'name email')
    .sort({ createdAt: -1 });
};

Manager/Admin Task Management

Task List View

Full task management interface (TaskManagementPage.tsx:117-299):

<table className="w-full">
  <thead>
    <tr>
      <th>Description</th>
      <th>Assigned To</th>
      <th>Status</th>
      <th>Actions</th>
    </tr>
  </thead>
  <tbody>
    {tasks.map(task => (
      <tr key={task.id}>
        <td className="max-w-md truncate">{task.description}</td>
        <td>{getWorkerName(task.assignedTo)}</td>
        <td>
          <span className={getStatusColor(task.status)}>
            {task.status}
          </span>
        </td>
        <td>
          <button onClick={() => handleEdit(task)}>
            <Edit className="w-5 h-5" />
          </button>
          <button onClick={() => handleDelete(task.id)}>
            <Delete className="w-5 h-5" />
          </button>
        </td>
      </tr>
    ))}
  </tbody>
</table>

Get All Tasks API

Manager/Admin endpoint (taskController.js:8-64):

GET /api/tasks?status=Pending&assignedTo=673ab12c5f8e9a001234abcd&page=1&limit=10

Query Parameters:

status - Filter by status
assignedTo - Filter by worker ID
search - Search in description
sortBy - Field to sort by
order - Sort order (asc/desc)
page - Page number
limit - Items per page

Implementation:

exports.getAllTasks = async (req, res) => {
  const query = {};
  
  if (req.query.status) {
    query.status = req.query.status;
  }
  
  if (req.query.assignedTo) {
    query.assignedTo = req.query.assignedTo;
  }
  
  if (req.query.search) {
    query.description = { $regex: req.query.search, $options: 'i' };
  }
  
  const tasks = await Task.find(query)
    .populate('assignedTo', 'name email role')
    .populate('assignedBy', 'name email role')
    .sort(sortOption)
    .skip(skip)
    .limit(limit);
};

Update Task

Modify task details (taskController.js:205-255):

PUT /api/tasks/:id

Request Body:

{
  "description": "Updated task description",
  "assignedTo": "673ab12c5f8e9a001234abce",
  "status": "In Progress"
}

Features:

Update description
Reassign to different worker
Change status
Partial updates supported

Delete Task

Remove tasks (taskController.js:308-329):

DELETE /api/tasks/:id

Access Control:

Only Manager/Admin can delete
Workers cannot delete tasks

Task Completion Analytics

Track team performance (taskController.js:334-397):

GET /api/tasks/analytics/completion-rate

Response:

{
  "analytics": {
    "overall": {
      "total": 150,
      "pending": 25,
      "inProgress": 30,
      "completed": 95,
      "completionRate": 63.33
    },
    "byWorker": [
      {
        "name": "John Worker",
        "email": "john@example.com",
        "tasks": [
          { "status": "Pending", "count": 5 },
          { "status": "In Progress", "count": 8 },
          { "status": "Completed", "count": 22 }
        ]
      }
    ]
  }
}

Implementation:

exports.getTaskCompletionRate = async (req, res) => {
  const total = await Task.countDocuments();
  const pending = await Task.countDocuments({ status: 'Pending' });
  const inProgress = await Task.countDocuments({ status: 'In Progress' });
  const completed = await Task.countDocuments({ status: 'Completed' });

  const completionRate = total === 0 ? 0 : ((completed / total) * 100).toFixed(2);

  const byWorker = await Task.aggregate([
    {
      $group: {
        _id: { worker: '$assignedTo', status: '$status' },
        count: { $sum: 1 }
      }
    },
    {
      $lookup: {
        from: 'users',
        localField: '_id.worker',
        foreignField: '_id',
        as: 'workerInfo'
      }
    }
  ]);
};

Status Color Coding

Visual indicators for task status:

const getStatusColor = (status: string) => {
  switch (status) {
    case 'Completed':
      return 'bg-green-100 text-green-800 dark:bg-green-900/50 dark:text-green-300';
    case 'In Progress':
      return 'bg-yellow-100 text-yellow-800 dark:bg-yellow-900/50 dark:text-yellow-300';
    case 'Pending':
      return 'bg-slate-100 text-slate-800 dark:bg-slate-700 dark:text-slate-300';
    default:
      return 'bg-slate-100 text-slate-800 dark:bg-slate-700 dark:text-slate-300';
  }
};

Access Control

Action	Admin	Manager	Worker
Create Task	✅	✅	❌
View All Tasks	✅	✅	❌
View My Tasks	-	-	✅
Update Task Details	✅	✅	❌
Update Own Task Status	-	-	✅
Delete Task	✅	✅	❌
View Analytics	✅	✅	❌

Best Practices

Clear Task Descriptions

Use specific, actionable language
Include location details (section, aisle, shelf)
Specify expected outcome
Add urgency level if needed

Good Examples:

“Inspect dairy section for items expiring within 2 days”
“Restock produce aisle 3 with items from FEFO list”
“Remove all expired items from bakery section”

Task Assignment Strategy

Balance workload across workers
Consider worker expertise and location
Group related tasks for efficiency
Prioritize urgent tasks

Progress Monitoring

Review task completion rates daily
Identify bottlenecks or delays
Provide feedback to workers
Adjust workload based on performance

Task Documentation

Keep task history for accountability
Track completion times
Analyze patterns in task types
Use data for process improvement

User Management

Manage worker accounts

Alert System

Create tasks from alerts

Worker Dashboard

Worker task interface

Analytics Dashboard

Task completion metrics

Get Started

Core Features

User Guides

Configuration

Overview

Task Lifecycle

Task Structure

Task Creation and Assignment

Create Task API

Task Assignment UI

Get Available Workers

Status Tracking

Update Task Status

Worker Task Actions

Worker-Specific Task Views

Worker Dashboard

Task Statistics

Status Filtering

Get My Tasks API

Manager/Admin Task Management

Task List View

Get All Tasks API

Update Task

Delete Task

Task Completion Analytics

Status Color Coding

Access Control

Best Practices

User Management

Alert System

Worker Dashboard

Analytics Dashboard

Build docs developers (and LLMs) love

Get Started

Core Features

User Guides

Configuration

Documentation Index

​Overview

​Task Lifecycle

​Task Structure

​Task Creation and Assignment

​Create Task API

​Task Assignment UI

​Get Available Workers

​Status Tracking

​Update Task Status

​Worker Task Actions

​Worker-Specific Task Views

​Worker Dashboard

​Task Statistics

​Status Filtering

​Get My Tasks API

​Manager/Admin Task Management

​Task List View

​Get All Tasks API

​Update Task

​Delete Task

​Task Completion Analytics

​Status Color Coding

​Access Control

​Best Practices

​Related Features

User Management

Alert System

Worker Dashboard

Analytics Dashboard

Build docs developers (and LLMs) love

Overview

Task Lifecycle

Task Structure

Task Creation and Assignment

Create Task API

Task Assignment UI

Get Available Workers

Status Tracking

Update Task Status

Worker Task Actions

Worker-Specific Task Views

Worker Dashboard

Task Statistics

Status Filtering

Get My Tasks API

Manager/Admin Task Management

Task List View

Get All Tasks API

Update Task

Delete Task

Task Completion Analytics

Status Color Coding

Access Control

Best Practices

Related Features