Your Workplan helps you stay on top of daily tasks by combining tasks you’ve scheduled and those generated automatically by your store’s business rules.
Accessing Your Workplan (Desktop)
To access your Workplan:
Click the hamburger icon in the top menu bar.
This will take you to My Workplan by default
Users with permission can use the dropdown menu next to My Workplan to navigate to Store Workplan or Enterprise Workplan
The workplan provides a quick glance of the activities the user need to complete.
Phone call task
Email task
Text message task
Video task
Generic task
Customizing the View
You can switch between list view and card view. Your choice will stick the next time you access My Workplan.
Card View
List ViewUse the Column Selector (top-right corner) to add or remove columns like Customer, Due Date, and Task Type.
Tasks are automatically sorted by Due Date with today’s tasks at the top.
Tasks with multiple icons in the Action column/area allow you to choose which activity to complete. For example, you might have the option to either call, email, or text to complete the task.
Additional task details include:
Customer: Customer name
Action: Task activity
Info: Task description
Vehicle: Primary interested vehicle
Due: Due date
At: Time due
Completing Your Tasks
To complete a task:
Click anywhere on the task row or anywhere on the card to open the Customer Card on the Activity Timeline.
Complete the activity (call, text, email, etc.) as needed.
For generic tasks (
checkmark), click Mark Complete on the Customer Card.
Once the task is completed, the Workplan list will refresh, and the completed task will be removed.
Completing Tasks Assigned to Another User
Tasks must be completed by the user they are assigned to. However, if you have message impersonation permissions, you can:
Send an email or text on behalf of the assigned user.
The task will automatically be marked complete after sending the message.
Viewing Upcoming Tasks
While Workplan 2.0 doesn’t include a calendar view for future tasks, you can check your Pipeline to find Next Scheduled Tasks. Tasks depend on deal status, business rules, and other factors.
To sort tasks by schedule:
Open your Pipeline and locate the Next Scheduled Task column.
Sort by clicking the column header. You’ll see:
Deals with no tasks scheduled.
Overdue tasks.
Tasks scheduled for tomorrow, 2 days from now, etc.
Workplan on Mobile
Accessing your Workplan
To access your work plan swipe right on iOS, or click the menu icon in the upper left corner on Android, and click on the Workplan icon.
Your workplan will provide a quick glance of the activities you need to complete. You can view your workplan in a card view or a list view.
- Phone call task
- Email task
- Text message task
- Video task
- Generic task
Multiple icons in the same row in the action column indicate a choice in which activity needs to be done to complete the task.
Completing your Workplan
Click on one of the activity icons and complete the activity associated with the task. For the thumbtack tasks, you will see the words "Mark Complete" under the task on the customer card. Click Mark Complete to complete the generic task.
Need Further Assistance?
For assistance, reach out to your Customer Support Team using the support icon in the lower right corner of the DriveCentric.