Tasks, alerts and automations
Your task list, notifications, alerts and automation recipes.
- Work your tasks and inboxUse My tasks to see what is overdue, due today and coming up, add a to-do in plain words, and clear your notices in the Inbox.
- See every task, and the tasks on one carFilter the store-wide task list, save a view, act on many tasks at once, and use a car's Tasks tab to see only that car's work.
- Choose how you get notifiedPick in-app, email or Slack for each kind of notice, choose instant or a daily digest, and set your digest time and quiet hours.
- Set up alerts and decide who hears about themAdd alert rules that email your team about cars and titles that need attention, and use routes to escalate when nothing happens.
- Switch on ready-made automationsTurn on pre-built automations that create tasks for aging cars, new arrivals, missing seller contacts and sold deals, and tune their numbers.
- Slack and the automation canvasConnect a Slack channel or Slack direct messages for automation notices, and read an automation as a flowchart, including its Wait steps.
- Chase titles and escalate late onesSet the steps your team follows to get each title, log every chase from My tasks, and escalate to the owner when a title is late.