Creating Additional Tasks from the Reports Summary Page
What are Additional Tasks?
Additional Tasks allow you to create and track warehouse activities that are not directly tied to a customer order.
These tasks help warehouse teams organise operational work such as:
Stock Checks
Returns Processing
Kitting Projects
Barcoding Activities
Instead of managing these jobs outside the platform, they can be tracked directly from the Reports Summary page.
How to Create a New Task
Navigate to:
Reports → Summary
Scroll to the Additional Tasks section.
To create a task:
Select the Client the task relates to.
Select a Task Type.
Enter a description explaining the work required.
Choose a deadline.
Click Submit.
Once submitted, the task will appear in the Additional Tasks section.
Selecting a Client
The Client field determines which customer the work relates to.
Examples:
Stock count for a specific client
Returns processing for a client
Product relabelling work
Associating tasks with a client makes reporting and tracking easier.
Selecting a Task Type
Pimento currently supports several task categories including:
Barcoding
Kitting
Stock Check
Returns
The selected type helps categorise work and improve reporting visibility.
Description Field
The Description / SKUs field should contain enough information for the assigned warehouse team to complete the work.
Examples include:
SKU references
Product names
Task instructions
Quantity requirements
The more information provided, the easier it is for warehouse staff to complete the task accurately.
Using Additional Tasks
Additional Tasks can be used to:
Track non-order warehouse work
Assign operational priorities
Monitor completion deadlines
Improve visibility across warehouse teams
This helps ensure important operational activities are not forgotten during busy fulfilment periods.
FAQs
Can I create a task without selecting a client?
No. Tasks should be associated with a client for tracking and reporting purposes.
Can I use Additional Tasks for internal warehouse work?
Yes. Additional Tasks are commonly used for stock counts, relabelling, investigations, and other operational activities.
Do Additional Tasks affect customer orders?
No. They are tracked separately from normal order fulfilment.
