PM Portfolio

WMS Task Management

"Warehouse Operations Intelligence for Fulfillment"

A comprehensive task management platform orchestrating inbound, outbound, put-away, cycle count, and replenishment workflows with automated planning, worker tracking, and dynamic fee configuration.

6
Task Types
6
Modules
Auto
Scheduled Planning
2
Warehouse Sites

Warehouse Operations Need Intelligence

Manual task management, opaque costing, and reactive scheduling leave warehouse teams struggling to keep up with fulfillment demands.

📋

Manual Task Assignment

Supervisors distribute tasks via spreadsheets or verbal instructions, leading to uneven workloads, missed priorities, and delayed fulfillment.

👤

No Visibility Into Productivity

Without real-time tracking of task completion rates by worker, team, and site, managers can't identify bottlenecks or fairly compensate performance.

💰

Opaque Task Costing

Operators struggle to calculate accurate per-task fees across different task types, locations, and complexity tiers — making operational budgeting unreliable.

🕒

Reactive Operations

Without automated planning and scheduling, recurring warehouse tasks like weekly inventory counts and monthly stock checks get missed or run late.

Who We're Building For

Primary User

The Warehouse Manager

44-year-old Toronto warehouse manager responsible for operations, task creation, team management, and fee configuration. Focused on efficiency and reducing errors in workflows.

  • Assign and track tasks with priority levels (Normal, High, Urgent)
  • Configure dynamic fee calculations with conditional logic
  • Automate recurring scheduling to focus on strategy
Secondary User

The Warehouse Associate

Frontline worker executing put-away, picking, cycle count, and replenishment tasks. Needs clear instructions and fair workload distribution.

  • Receive well-defined assignments with clear criteria
  • See task queue prioritized by urgency
  • Performance tracked transparently for fair pay
Extended User

The Operations Manager

Oversees billing, SLAs, and operational efficiency across multiple warehouse sites. Needs accurate cost attribution and performance reporting.

  • Configure task-based fee structures per task type
  • Generate throughput and cost-per-task reports
  • Compare productivity across sites and periods

From Planning to Reporting

1

Plan & Schedule

Create task plans with auto-scheduling rules. Recurring tasks generate automatically.

⚠ Forgotten tasks from manual reminders
2

Assign & Prioritize

Group tasks, assign to workers with Normal/High/Urgent priority levels.

⚠ Uneven workload distribution
3

Execute & Track

Workers complete tasks with real-time status updates flowing to filterable views.

⚠ No visibility into blocked tasks
4

Report & Analyze

Pull reports by time, type, and worker. Fee config calculates per-task costs.

⚠ Manual cost calculation errors

What Users Need to Accomplish

As a warehouse manager
I want to create tasks with flexible parameters (specific aisles, SKU lists, photo proof)
So that workers receive clear instructions and I can verify completion quality.
As a warehouse manager
I want to automate recurring task scheduling based on time triggers
So that I can focus on strategic planning instead of manual oversight.
As a warehouse manager
I want to configure task fees dynamically with conditional logic
So that cost calculations are transparent and budget tracking is automated.
As a warehouse supervisor
I want to view real-time task group completion rates and allocation accuracy
So that I can reassign resources before deadlines are missed.

Automate, Track, Optimize

CORE
📋

Task Planning & Auto-Scheduling

Create task plans with configurable auto-scheduling rules. Tasks generate on triggers (e.g., "Every Saturday 03:00", "Monthly 01 09:00").

✓ Zero missed recurring tasks
CORE
💰

Dynamic Fee Configuration

Conditional logic for base fees, location-based adjustments, quantity tiers, and workload multipliers across all 6 task types.

✓ Automated cost calculation
CORE

Task Group Management

Group tasks with priority levels (Normal, High, Urgent), track status, and expand groups to view individual assignments.

✓ Real-time 4-status visibility
UX
📊

Reports & Analytics

Chart.js-powered reporting with time range filters. Visualize throughput, completion rates, and trends across task types and teams.

✓ Data-driven capacity planning
CORE
👤

Worker Performance Tracking

Per-worker stats filtered by date, team (TRT Cleaning, TRT Inventory), and task type. Tracks volume, efficiency, and workload balance.

✓ Transparent performance data

System Design & Data Flow

Presentation Layer
Task Dashboard
Groups & Lists
Planning View
Auto-Scheduling
Reports
Chart.js Analytics

User Actions & Filters
Application Layer
Task Group Engine
Create & Assign
Planning Module
Cron Triggers
Fee Calculator
Conditional Logic

Task Records & Fee Rules
Data Layer
Task Records
Type, Status, Priority
Fee Config
Rules & Thresholds
Worker Logs
Performance Data

Multi-Site Sync & Notifications
Integration Layer
Multi-Site
TRT + MTL
Notifications
Status Alerts
Export
Reporting & SLA
HTML5 Tailwind CSS JavaScript Chart.js Font Awesome Responsive Design Multi-Site Architecture

📊 North Star Metric

Workflow Success Rate — percentage of tasks created and successfully completed, measuring the system's impact on warehouse efficiency.

💰 Fee Transparency

Dynamic conditional logic replaces manual cost calculation, ensuring accurate per-task budgeting across locations and task types.

⚙ Proactive Ops

Auto-scheduling transforms reactive warehouse management into proactive operations — recurring tasks never get missed.