Workflow Calendar

Instead of using any calendar software; Traction offers you the ability to view a LIVE Calendar. You can find the calendar in the Workflow module.

Where to find the calendar:

Next to the Workflow you have put in place at your dealership; you will see two small icons to the right of the title. The first icon brings you to a list view and the second icon is your calendar view. Click on it and it will take you to the calendar page.

You may notice several colors are displayed in the calendar. The different colors represent the status of the unit within the Workflow which has been chosen by you. To find out what the colors represent for your store, consult your User's Guide.

DISPLAY

You can display by month, by week, by day.

In addition, you can check one or more calendars. By default, it is always the end date = delivery.

SEARCH

If you are looking for a particular client, enter their contact information in this cell:

If you are looking for a specific employee, enter their contact information in this box:

By placing your cursor on the colored line, the card will display in large format in the upper right corner. Double click to access the customer card.

If you see a beige cell, it's because it's today!

ADD NOTES

If you have important mentions, absences, etc., you can add comments in the views ''grid week / day''. Only the role WORKFLOW - WRITING can do this.

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