Task Plans

Task Plans are predefined task bundles assigned during check-in to standardize vehicle prep workflows. Tailored to vehicle type, they save time and help teams follow consistent, trackable processes across inventory.

What Is a Task Plan?

A Task Plan is a group of tasks bundled together and applied to a vehicle during the check-in process when the Inventory Manager approves the vehicle from the Needs Approval stage.

Each plan is designed to match the workflow for a specific vehicle type or dealership process — such as a used vehicle reconditioning, new vehicle PDI (pre-delivery inspection), or fleet prep.

Task Plans by Vehicle Type

Task Plans can be created for and assigned to any of the following vehicle types:

• New

• Used

• Demo

• Fleet

This flexibility ensures the right process is applied based on how the vehicle is categorized, allowing teams to follow appropriate checklists without needing to build them from scratch each time.

When Task Plans Are Applied

Inventory Managers select the appropriate Task Plan when approving a vehicle from the Inventory Dashboard during check-in. Once applied, the tasks within the plan become active in the vehicle’s Inventory Profile, where they can be tracked, updated, and completed by the team.

Some tasks may also be flagged for Front-Line Readiness (FLR), contributing to the vehicle’s readiness status once completed.

Customizing Task Plans

Task Plans are configured by Admin users in the system settings. This includes defining which tasks are included, their order, expected durations, FLR flags, and departmental responsibilities.

If you need to update or create new task plans, please contact an administrator or refer to the Dealership Knowledge Base.