1. Help Center
  2. Steer - Dashboard

How to Create Manual To-Dos

Meet To-Dos, your new way to keep shop work organized inside Steer’s CRM. Whether it’s a sales callback, vehicle quote, or internal reminder, To-Dos help your team stay on top of it all; to-dos are assigned, trackable, and visible across your shop.

Jump To:

Creating & Customizing To-Dos

Toggling on Notifications for To-Dos

Creating & Customizing To-Dos

You can create To-Dos throughout Steer from the +Add button present at the top of the screen, or while on the To-Dos tab on the Steer Dashboard. 

You are still able to navigate throughout the Steer platform while creating and customizing To-Dos. 

To-dos

You are able to customize the following fields on To-Dos:

  • Name - the title of your To-Do. 
  • Status - track the progress and completion of a To-Do by updating the status.
  • Assignee - assign To-Dos to specific employees. To assign to an employee, they must have a Steer login on your shop page. 
  • Priority - prioritize To-Dos so your team knows which to complete first. 
  • Due - set a due date for your To-Do. 
  • Labels - select which labels correspond with the content of your To-Do.
  • Customer - attach a specific customer to this To-Do.
  • Vehicle - attach a customer's specific vehicle to this To-Do.
  • Description - a freeform text box for any notes.  

Screenshot 2025-06-17 at 2.12.47 PM

 

Toggling on Notifications for To-Dos

Keeping up with To-Dos is made easy with Steer's notification settings. Head to your Steer profile to ensure you have notifications ON for To-Dos so you never miss a task. 

In Steer, click Your Name in the Lower Left, head to My Profile and select Notifications. 

Locate notification settings for To-Dos and toggle ON the notification types you would like to receive. 

Relative to To-Dos, you can receive Email, Text, and Desktop notifications for the following:

  • Assigned - To-Dos specifically assigned to your Steer user. 
  • Due Today - Notifications for your To-Dos on their due date so you don't fall behind. 
  • Status Change - Notifications regarding status updates of your To-Dos when you, or any other user, adjusts the status of your To-Do. 

Notifications for To-Dos are related to the assigned Steer User of the To-Do. You will only receive notifications for To-Dos that are assigned to your Steer user. 

Screenshot 2025-06-25 at 3.07.15 PM

 

Please reach out to Customer Support if you have any questions.

  • Email 
  • or chat with our team via the Steer platform.