Discussion and follow-ups on vehicles and drivers

What moves

Vehicle and driver pages show the shared notes thread, followers and scheduled activities for that record.

Before you start

• Fleet Management in your plan
• Fleet Management and Activities in your plan
• Edit access to the vehicle or driver to post

Step by step

1. Fleet managerFleet Management

   Opens a vehicle and writes a note that the brakes were flagged at the last service.

   You see:The note is saved on the vehicle.

2. Fleet managerActivities Workspace

   Schedules a follow-up task to book a re-inspection and assigns it to a colleague.

   You see:The task appears on the vehicle and in the colleague's list.

3. EmployeeActivities Workspace

   Completes the task from their list.

   You see:The vehicle's panel shows it as done.

Related

• Activities Workspace
• Fleet Management
• Every record shows its history and discussion
• Finishing activities counts towards badges and challenges
• HR creates follow-up to-dos
• Two colleagues discuss a record and schedule the next step
• A colleague is pulled into a record through a chat discussion
• Connections between modules