Tasklists

EverLogic Task Lists

Organization is key to a companies success. Especially when it comes to managing your dealership, you want a dealership management system that allows you to keep all of your data and information organized and in one place.

EverLogic has several features that will increase your dealerships profit by giving your team more time to be able to focus on more important tasks while we do the organizing of your data for you.

One way EverLogic helps with organization is EverLogic’s ability to create task lists. Task lists were designed for your sales people to be able to organize their tasks from high to low priority. You can also mark when a task has been completed or if it is still in progress.

Status and Priorities are used in the Task List feature to increase organization.

To set up new Statuses and Priorities, go to:
System Setup > Company > Task List Statuses
Click New.

Fill in a Status Name. This is will be viewable in Task List Status Dropdown menus.
Leave ‘Use Company-wide’ checked to make the status available for all users. Uncheck the ‘Use Company-wide’ to make a status private. Private Statuses will not be shared and will only be viewable and usable to the signed user that created it.

When Finished, click OK, and then Save at the top.

To set up new  Priorities, go to:
System Setup > Company > Task List Priority
Click New.

Fill in a Priority Name. This is will be viewable in Task List Priority Dropdown menus.
Leave ‘Use Company-wide’ checked to make the Priority available for all users. Uncheck the ‘Use Company-wide’ to make the priority private. Private Priorities will not be shared and will only be viewable and usable to the signed user that created it.

Choose a color. This color will be displayed in the Task List grid.

When Finished, click OK, and then Save at the top.

This will not only keep your sales people organized, but it will save your employees valuable time to focus more on other important tasks.

Also be sure to check out EverLogic’s Training Classes to see the benefits of attending our daily classes for you and your employees to learn our software better. Also, if you want to learn more about EverLogic’s ability to create Flex Views for your sales people, click here now.

Click the button below to learn more ways EverLogic can help you keep your employees and customers satisfied.