Stay on Track with Manual To-Dos - June 2025

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.

How To-Dos work:

• Hit the Add+ button from anywhere in Steer to create a To-Do.
• Set the owner, priority, and due date so nothing falls through the cracks.
• You’ll be able to track which To-Dos are done and what still needs follow-up.

To learn more about creating manual To-Dos - Click Here.