Task Boards for Car Dealerships
Manage every job across your dealership — from vehicle prep and PDIs to finance chasing and customer follow-ups. Part of the Haswent DMS, customisable boards keep your team aligned and nothing slipping through the cracks.
Built for how dealerships actually work
Every department has jobs to track. Task Boards gives each team their own workspace —
with automations that create tasks automatically when vehicles, contacts or deals arrive
in your dealer management system.
Drag-and-drop kanban boards, inline editing, custom fields, and real-time
progress tracking. Everything your team needs to stay organised without the complexity of
generic project management tools.
Vehicle Preparation
Track every step from intake to forecourt — PDI checks, valeting, bodywork, photography, MOT booking. Auto-create prep tasks the moment new stock lands in your system, with checkbox fields to ensure 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. Works alongside DMS 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
Callbacks, test drive follow-ups, failed finance re-approaches — every touchpoint tracked. Auto-create follow-up tasks when new enquiries come through your car dealer website or when deals are added to the system. Assign owners so nothing falls between the cracks.
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 — 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 for full traceability — combined with vehicle appraisals, you get a complete aftersales workflow. Use due date grouping to prioritise what needs attention this week vs what can wait.
Internal Operations
Staff training, compliance checks, showroom maintenance, social media campaigns. Not everything is about a vehicle — Task Boards handles any workflow your dealership needs with the same drag-and-drop simplicity.
Everything you need to stay on top
Powerful features that flex to fit your dealership's workflow.
Kanban & Table Views
Switch between a monday.com-style grouped 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 — zero manual entry.
Mobile Friendly
Full mobile experience with responsive 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 management system designed for car, van and motorcycle dealerships. Built into the Haswent DMS, it lets you create boards for any workflow — vehicle preparation, finance tracking, customer follow-ups — with drag-and-drop cards, custom fields, and team assignments. Think of it as Trello or monday.com, but built specifically 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, Task Boards is fully responsive. On smaller screens it automatically switches to a kanban view optimised for touch interaction. You can view tasks, add comments, upload files and edit all fields from any device — ideal for staff working on the forecourt or in the workshop.
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.
Completely. Add unlimited custom fields — text, date, number, checkbox, dropdown and link types. Create your own colour-coded statuses with drag-and-drop reordering. Each board is independent, so your Vehicle Prep board can have completely different fields and statuses to your Finance Tracking board.
Yes, Task Boards is included at no extra cost with every Haswent DMS subscription. You also get invoicing, social media automation, appraisals, Google Vehicle Ads and a dealer website — all included. There are no per-user charges or feature gates — your entire team gets full access to unlimited boards, tasks, automations and custom fields.
