Shared Pages

Task Page

The tabs, the data and the actions of the shared task page for an outside assignee

The task page shows one task. The heading reads "Job #" followed by the task number and the task type. The page shows the car of the task, with its make, model, year and plate, when the task has a car.

The tabs

TabContent
DetailsThe location, the address, a map link, the contact, the instructions, the date by which the work is expected and a link.
ChecklistThe checklist lines with a progress bar.
MediaThe photos and videos of the task.
MessagesA conversation with the dealership.
FinishThe form that closes the task.

The page opens on Details when the task has any detail. Otherwise it opens on Checklist. The tab Details shows "No details" when nothing is recorded.

What the assignee can do

Answer the checklist

Each checklist line has three answers: OK, Problem and N/A. A line that is not answered reads Not checked. The assignee can add a note to each line in the field Add a note…. The progress bar shows the answered lines out of all lines.

Add media

In Media, the button Add uploads photos and videos. The filter offers All, Image and Video. A task holds at most 60 files. A photo is at most 10 MB. A video is at most 100 MB.

Send messages

In Messages, the assignee writes in the field Ask a question…. A message holds up to 5000 characters. The page shows only the comments that the dealership marked as shared. Internal comments stay hidden.

Finish the task

  1. Open the tab Finish.
  2. Choose the result: All Good, With Notes or Problem.
  3. Optional: write a summary in the field What did you find?.
  4. Select Mark Done.

The page shows "Job marked done". The dashboard sets the task to done, stores the result and the summary, and notifies the team.

After the task is finished

The page shows "This job is finished." with the summary. The tab Finish disappears. The checklist, the media upload and the messages become read-only.

What the page never shows

  • Internal comments of the dealership.
  • Costs and prices.
  • Other tasks.
  • Customers and partners.

Notes

  • The page is available in English, Russian, Korean, Arabic and Azerbaijani. The assignee can switch the language on the page.
  • The dashboard shows the three results as "All good", "With reservations" and "Problem found". The page uses the shorter labels All Good, With Notes and Problem.