All topics
Claim, start and complete tasks
Filter the task list, pick up or hand over work, create a task and start a batch that requires a carrier.
Tasks lists open work at your work location: picks, batches, receipts, put-away, counts and checks. Every task has one owner and one status, so work is not duplicated or done without a record.
The overview
Filter by type (All, Batches, Orders, Inventory, Checks, Other) and owner (All, Mine, Unassigned). A task has the status Open, Assigned, In progress, Completed or Cancelled, and the priority Low, Normal, High or Urgent.
Work received as a group, such as a pick batch from an integration, also appears here. The list refreshes live; if the live connection is lost, it shows Live updates are off — pull down to refresh.
Pick up a task
| Action | When to use it |
|---|---|
| Claim | The task is unassigned and you take it on. |
| Start | You begin the work; its status changes to In progress. |
| Take over | The task belongs to a colleague and you take it over. |
| Release | You give up the task without completing it. |
| Assign or Hand over | You assign the task to a colleague. |
| Complete | The work is done. Put-away and movement tasks can only be completed once the stock has actually been processed. |
| Cancel task | The task is no longer relevant. The app confirms: The task will be marked as cancelled and removed from the open work list. |
Beam compares the task with the activity log. If the work appears to be done, it suggests Complete · appears finished; if the target has changed, it suggests Cancel task · appears outdated.
Start a batch
A pick batch may require a carrier. On starting, the app asks you to Scan the box (box code) or Scan the pallet (pallet EPC). An invalid or non-empty pallet is rejected; see containers.
Create a task
- Choose Create task.
- Answer What needs to happen?: Pick, Receive, Count, Move, Replenish, Check or Something else.
- Choose the target: an order, order line, stock position, location or product.
- Check the title, assignee and timing, then confirm with Create task.
To assign several tasks at once, select them in the list and choose Assign 5 tasks. The app reports the result: 4 assigned, 1 failed.