Task Boards for Car Dealerships
Task boards let you manage every job across your dealership, from vehicle prep and PDIs to finance chasing and customer follow-ups. They're part of the Haswent DMS, so each job sits next to the car or customer it's about and has an owner and a due date.
Built for how dealerships actually work
Every department has jobs to track. Task Boards gives each team their own boards, with
automations that create tasks when vehicles, contacts or deals arrive in your dealer management system.
You get drag-and-drop kanban boards, inline editing, custom fields and
progress tracking, without the setup that generic project management tools need.
Vehicle Preparation
Track every step from intake to forecourt: PDI checks, valeting, bodywork, photography and MOT booking. Auto-create prep tasks the moment a car is added to your stock, with checkbox fields so nothing gets missed before a vehicle goes live on your dealer website or Google Vehicle Ads.
Finance Application Tracking
Follow each finance application from submission to payout, alongside your car sales invoicing. Add custom dropdown fields for lender and approval status, date fields for submission and decision dates, and number fields for approval amounts. Group by status to see your pipeline at a glance.
Customer Follow-ups
Track callbacks, test drive follow-ups and failed finance re-approaches alongside the customer records in your car dealer CRM. Auto-create follow-up tasks when new enquiries come through your car dealer website or when deals are added to the system. Assign an owner so each follow-up has someone responsible for it.
Handover & Delivery
Coordinate delivery prep, paperwork, V5 transfers, tax, insurance checks and customer handover. Checkbox fields create a step-by-step checklist with progress tracking, so you can see at a glance which deliveries are fully prepped and which need attention.
Aftersales & Warranty
Track warranty claims, service reminders and part orders. Link tasks directly to vehicles and customers so you can trace every job, and accepted vehicle appraisals can feed into a board too. Use due date grouping to prioritise what needs attention this week and what can wait.
Internal Operations
Staff training, compliance checks, showroom maintenance, social media campaigns. Not everything is about a vehicle, and Task Boards handles any workflow your dealership needs with the same drag-and-drop simplicity.
Table view
The same board as a table, with your own columns
On a desktop, open any board as a grouped, spreadsheet-style table. Add text, date, number, checkbox, dropdown and link fields as columns, with colour-coded dropdown labels. On a phone you work from the kanban board instead, so jobs are easy to update from the forecourt or workshop.
Everything you need to stay on top
Set each board up to match the way your dealership works.
Kanban & Table Views
Switch between a grouped, spreadsheet-style table and drag-and-drop kanban boards. Group by status, owner, due date, or any custom field. Resize and reorder columns to suit your workflow.
Custom Fields
Add text, date, number, checkbox, dropdown and link fields to any board. Create colour-coded dropdown labels, mandatory checklists, and track anything unique to your process.
Automations
Auto-create tasks when vehicles are added to stock, contacts are created, or deals are opened. Pre-fill owners, due date offsets, statuses and custom field values, so nobody has to type them in.
Mobile Friendly
On a phone you get the kanban view, swipe-friendly task cards and a detail sidebar for editing fields on the go. Your team can update task progress from the forecourt.
Frequently Asked Questions
Everything you need to know about Task Boards.
A task board is a customisable job list for car, van and motorcycle dealerships. Built into the Haswent DMS, it lets you create boards for any workflow, such as vehicle preparation, finance tracking or customer follow-ups, with drag-and-drop cards, custom fields and team assignments. It works as a kanban board and a grouped, spreadsheet-style table in one, built for the motor trade.
Yes. Create a Vehicle Prep board with checkbox fields for each step (PDI, valeting, bodywork, photography, MOT) and set up an automation to create a task automatically whenever a new vehicle is added to stock. Each task links directly to the vehicle record with the reg plate, image and stock status visible on the board.
Yes. On smaller screens Task Boards switches to a kanban view made for touch. You can view tasks, add comments, upload files and edit every field from any device, so staff on the forecourt or in the workshop can keep jobs up to date.
Yes. Automations trigger when vehicles are added to stock, vehicle statuses change, contacts are created, or deals are opened. Each automation can pre-fill the task title with placeholders like vehicle registration or customer name, assign an owner, set a due date offset, choose a status, and populate custom field values.
Yes. Add unlimited custom fields of text, date, number, checkbox, dropdown and link types. Create your own colour-coded statuses and drag them into order. Each board is independent, so your Vehicle Prep board can have completely different fields and statuses from your Finance Tracking board.
Yes, Task Boards is included at no extra cost with every Haswent DMS subscription. There are no per-user charges or feature gates, so your whole team gets full access to unlimited boards, tasks, automations and custom fields.