# Introduction (https://docs.carlio.app/docs/tasks)

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.

## What the area contains [#what-the-area-contains]

| 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.                                              |

## Guides [#guides]

* [Create a task](/docs/tasks/create-a-task)
* [Find and filter tasks](/docs/tasks/find-and-filter-tasks)
* [Assign a task](/docs/tasks/assign-a-task)
* [Share a task with an outside assignee](/docs/tasks/share-a-task-with-an-outside-assignee)
* [Change the status of a task](/docs/tasks/change-task-status)
* [Work a task checklist](/docs/tasks/work-a-task-checklist)
* [Link a task to records](/docs/tasks/link-a-task-to-records)
* [Record the cost of a task](/docs/tasks/record-a-task-cost)

## Task types [#task-types]

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                 |

## Priorities and statuses [#priorities-and-statuses]

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**.

## Comments and attachments [#comments-and-attachments]

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.

## Access [#access]

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.

## Notifications [#notifications]

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.

## Settings [#settings]

The default checklist of each task type is edited in the settings, on the task checklists page. Changes apply to tasks created afterwards.

## Terms [#terms]

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.