Understanding and Customizing Tasks

Tasks in Dealer by Design are crucial for organizing your dealership's Get Ready processes. This article will focus on static tasks, which are to-do items associated with each scheduled delivery, as opposed to dynamic tasks that are linked to forms.

Accessing Task Settings for Admin Users

To access the task settings, you must be an Admin User. To manage the tasks for your dealership, go to the Settings menu, and click on the Task tab. This will give you access to all the options for customizing and managing your task lists.

Customizing Tasks

Tasks can be tailored to suit your dealership's unique processes. You can create task lists based on departments, job positions, specific individuals, or any combination that works best for your operations.

Creating, Editing, and Deleting Task Lists

Dealer by Design enables you to create, edit, or delete task lists as needed. This flexibility allows you to adapt the platform to your dealership's evolving requirements and maintain an efficient Get Ready process.

Activating and Deactivating Task Lists, Ordering

In addition to adding or removing task lists, you can also set them as active or inactive. This feature is useful for temporarily disabling a task list without deleting it, providing you with even more control over your dealership's workflow. You can also order the tasks by renumbering the priority.

Conclusion: Effectively managing static tasks in Dealer by Design is essential for optimizing your dealership's Get Ready processes. By customizing tasks and task lists to match your unique operations, you can enhance communication, reduce confusion, and ensure that all team members are working together efficiently. Take the time to configure your task lists in a way that best serves your dealership, and encourage your team to fully utilize the platform's task management features for maximum productivity.