Step-by-step guide
Assigned follow-up tasks
Assign customer work to your team and review due or overdue tasks without losing the task list.
In this guide
Where to find it
Customers → Follow-up tasks → New task
Before you start
- Use Manage Inquiries permission to create or update tasks.
- Choose the next action, due time and responsible active team member.
Assign the task
Open Customers → Follow-up tasks and choose New task. Enter a title, due time and notes in the side panel. Optionally assign an active team member and link an inquiry or vehicle. Manage Inquiries permission is required to save.
Review due work
Use Open tasks and Overdue only to find pending work. Tasks overdue by more than 24 hours are flagged for owner review. Staff see tasks assigned to them or created by them.
Update the outcome
Choose Update task to change its status, due date or assignment in a side panel. Creating an assigned task notifies that team member in the app; customer messages are not sent automatically.
What to enter
Use this alongside the fields shown in your workspace.
| Field | How to use it |
|---|---|
| Task title | Write a clear action, such as confirming a viewing time. |
| Due date | Set when the action is due. A vehicle or inquiry link is optional. |
Worked example
Sample dataIllustrative values, not a screenshot or live customer record.
- Task title
- Confirm vehicle viewing
- Status
- Open
- Assigned to
- Sample team member
The assigned team member receives an in-app notification when the task is created. Work overdue by more than 24 hours is flagged for owner review.
Common issues & fixes
A team member is missing
Choose an active member from this dealership. Staff can review tasks they created or that are assigned to them.