Create Tasks

A task records one job that a team member or an outside assignee performs.

Requirements: the Create Tasks permission. The owner and manager roles hold it by default.

StepsCopy Anchor Link

1. Open Tasks in the sidebar.
2. Select Add Task. The New Task dialog opens.
3. Enter a Title. The title is required.
4. Choose a Type. The default is Car Inspection. The list groups the types under Vehicle, Logistics, Paperwork and Sales.
5. Choose a Priority. The default is Normal.
6. Optional: choose a date and time in Due by.
7. In the Checklist section, review the lines. Edit a line, select the remove button of a line, or select Add a line.
8. Optional: open the Instructions and link section and enter Instructions and a Link, such as an auction lot or a listing.
9. Optional: open the Location and Contact section. The fields are Appointment starts, Appointment ends, Maps link, Address, Contact name, Contact phone and Contact email.
10. Optional: open the What it's about section to link a car (Vehicle), a deal, a customer or a sales partner. The deal, customer and partner fields appear only for team members who may read those records.
11. Select Create Task.

The dialog closes and a message states the task number, for example Task #T-12 created. The task has the status To Do. It has no assignee. Assignment is a separate step, described in Assign a task.

Checklist linesCopy Anchor Link

The checklist starts with the default lines of the chosen type. Changing the Type replaces the lines with the defaults of the new type. A type without a default list starts with no lines.

The dealership edits the default lists on the Task Checklists settings page. A change there applies only to tasks created afterwards.

The lines entered in this dialog are saved when the task is created.

Other ways to open the formCopy Anchor Link

• The New Task option in the quick actions of the Overview page opens the same dialog.
• The Start button of the Create a Task step in the Getting Started checklist opens the same dialog.

Edit a taskCopy Anchor Link

1. Open the task page, or open the actions menu of a row in the task list.
2. Select Edit. The Edit Task dialog opens.
3. Change the fields.
4. Select Save Changes.

The message Task updated appears. Editing requires the Edit Any Task permission.

Save Changes also stores the lines of the Checklist section. A line whose text stays unchanged keeps its answer, its note and its photos. A new or reworded line starts without an answer. A removed line is deleted with its answer.

Delete a taskCopy Anchor Link

1. Open the task page.
2. Open the actions menu of the task and select Delete.
3. Confirm with Delete task.

The list of tasks also has a Delete option in the row menu. Deleting requires the delete permission, which the owner and manager roles hold.