Work assigned to the members of the team and to outside assignees
The Tasks page lists the jobs of the dealership, such as an inspection, a pickup or a customs clearance. Each task has a type, a priority, a status, an assignee and an optional due date.
| Part | Purpose |
|---|---|
| Task list | One row for each task, with search, filters, sorting, selectable columns and bulk actions. |
| Task page | The details of one task. The page has the tabs Overview, Checklist, Payments, Attachments and Comments. |
| Progress panel | The status of the task, the buttons that change it and the status history. |
| Assignment panel | The team members or the outside assignee who perform the task. |
| Sharing panel | The link that gives an outside assignee access to the task without an account. |
The dashboard offers 17 task types in four groups.
| Group | Types |
|---|---|
| Vehicle | Car Inspection, Repair, Photography, Detailing, Appraisal |
| Logistics | Pickup, Delivery, Transport, Port Drop-off, Customs clearance |
| Paperwork | Registration, Document Collection, Insurance |
| Sales | Viewing, Follow-up, Payment Collection, Other |
The four priorities are Low, Normal, High and Urgent. Priority affects the sort order only. It does not block any action.
The four statuses are To Do, In Progress, Done and Cancelled.
The Comments tab holds the discussion of a task. Each comment is either Team only or Visible to the assignee. A comment of the second kind appears on the share link of an outside assignee.
The Attachments tab holds photos, videos and documents. A task accepts at most 60 attachments. A photo may be up to 10 MB, a video up to 100 MB and a document up to 25 MB.
Every team member can open the Tasks page and read every task. Other actions depend on permissions.
| Action | Permission | Default roles |
|---|---|---|
| Create a task | Create Tasks | Owner, manager |
| Edit any task, and link records | Edit Any Task | Owner, manager |
| Assign a task and manage the share link | Hand Out Tasks | Owner, manager |
| Delete a task | Delete (not configurable on the Permissions page) | Owner, manager |
A team member who is assigned to a task may change its status, answer its checklist, post comments and add attachments, even without the permission to edit tasks. The three permissions Create Tasks, Edit Any Task and Hand Out Tasks can be granted to the staff role on the Permissions settings page.
Task events create notifications. An assignment, an unassignment, a status change, a comment, an answered checklist line, an approaching due date and a task completed by an outside assignee each have an event type. The notification settings of each team member decide which channels deliver each event.
The default checklist of each task type is edited in the settings, on the task checklists page. Changes apply to tasks created afterwards.
The dashboard uses the word "Vehicle" in some labels on these pages. The guides use the word "car" for the same thing. The dashboard calls an outside assignee Outsourced in one place and External in another.