Gatego/ 2024

Yard Tasking

A task management system that helps dispatchers assign, track, and complete yard movements from both the web platform and driver mobile app.

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A hand holding a phone displaying the Yard Tasking driver app

Coordinating yard tasks was more complex than assigning a driver

Yard tasks were previously coordinated through radio calls, paper notes, and memory. Dispatchers had to decide what needed to move, find an available driver, communicate the instructions, and keep track of whether the task was completed.

The challenge was that assignment was not simply choosing a driver. I had to consider availability, existing task load, priority, and whether dispatch wanted automatic assignment or direct control.

I started by understanding these operational rules before deciding how they should appear in the product.

One connected workflow between dispatch and drivers

I designed Yard Tasking so dispatch could create tasks, the system could help determine who should receive it, and drivers could stay focused on what they needed to do next.

From creating a task to recording its completion, each step stays connected to the same task.

  1. 01Create task
  2. 02Assign task
  3. 03Perform task
  4. 04Complete task
One task, connected from dispatch to completion.

Creating and assigning tasks

The workflow starts with dispatch defining what needs to move. I brought the trailer, pickup location, destination, priority, and instructions together in the task creation experience.

This gives the assignment a clear starting point and keeps the details with the task as it reaches the driver.

Gatego Planner Create Task form
Dispatch defines the movement and the context the driver will need.

Balancing automation with dispatcher control

I did not want dispatchers to manually coordinate every task, but full automation could remove control when a specific task needed to go to a specific driver. I designed two assignment methods so dispatch could choose the level of control they needed.

Auto

System finds an eligible driver.

Routine assignment

Manual

Dispatcher chooses an available driver.

Direct control
Automation handles routine assignment while Manual keeps dispatch in control.

Finding the right driver without making dispatch think about the rules

Automatic assignment considers whether a driver is online, whether they have capacity, and the priority of the task. I kept those checks behind the experience so dispatch could focus on the task rather than manage the rules.

Drivers who go offline, including during a break, leave assignment until they return online.

URGENT TASK CREATED

Driver A

Offline

0 of 5 tasks

Unavailable

Driver B

Online

5 of 5 tasks

At capacity

Driver C

Online

3 of 5 tasks

Available

ASSIGNED TO DRIVER C

Priority handling

Urgent tasks move ahead of standard queued tasks without interrupting work in progress.

No eligible driver?

The task waits in the queue until a driver becomes available.

Giving drivers one thing to focus on

Once the task reaches the driver, the assignment complexity disappears. I designed the mobile experience around the task in progress so the driver can focus on the movement in front of them.

The details needed to act stay together, with instructions available when more context is needed.

Yard Tasking mobile app showing an active yard movement
Active task with the information needed to complete the movement

Keeping instructions with the task

I kept dispatcher instructions inside the active task so drivers would not have to remember details from a radio call. The collapsed state keeps the movement in focus, while the expanded state reveals the context when it is needed.

Yard Tasking active task with dispatcher instructions collapsedYard Tasking active task with dispatcher instructions expanded
Collapsed for focus. Expanded when the driver needs more context.

Designing for when things do not go as planned

A blocked location or an issue with a trailer can stop a task from progressing. I kept skip and cancel actions within the task experience so drivers can explain why the task cannot be completed and provide supporting information.

Dispatch gets the context behind the interruption without the driver having to leave the task.

Yard Tasking issue menu showing reasons a driver can cancel or skip a taskYard Tasking cancel task form with photo upload and reason fields
Drivers can report an issue and provide context without leaving the task

Moving straight into the next task

Once a driver confirms the task is done, the task is recorded as completed and the next assigned task becomes available. I designed this transition to keep drivers moving without returning to a task list or waiting for another instruction from dispatch.

Yard Tasking confirmation before completing the current taskYard Tasking loading the next assignment after a task is completed
Completing one task automatically prepares the next assigned task

Giving dispatch a live view of the yard

The workflow returns to the same dispatcher experience where the task began. Queued, in progress, and completed tasks make it clear what is waiting, what is moving, and what is finished.

Dispatch can see what is happening across the yard without relying on radio updates or manually tracking each driver.

Gatego Planner showing queued, in progress, and completed tasks
In progress → Queued → Completed

Impact

Yard Tasking became part of how drivers and dispatchers coordinate tasks each day. Tasks that previously depended on radio conversations and paper notes could now be created, completed, and tracked through the same system.

0+Drivers using mobile tasking

Yard drivers adopted the mobile experience for daily task execution.

One connected workflow

Dispatchers and drivers now coordinate yard tasks through the same system, from assignment through completion.

Key Learnings

  • Designing Tasking taught me to consider how different users interact with the same workflow. What works for a dispatcher assigning tasks also needs to make sense for a driver receiving and completing them.
  • I learned how important it is to account for edge cases early. From unavailable drivers to queued and priority tasks, I had to think through how the system should behave when things don't go as planned.
  • Working on Tasking helped me understand how to simplify complex operations without losing important details. The goal was to make assigning and completing tasks feel straightforward, even with multiple things happening in the background.