What is the Tasks Manager?
The Tasks Manager (/crm/tasks) is Reachvo's dedicated operational to-do hub for sales reps, account executives, and founders. While automated outreach campaigns handle top-of-funnel email and LinkedIn sequences, high-converting enterprise sales require timely human touchpoints—such as discovery call follow-ups, custom proposal prep, contract reviews, and phone outreach.
Reachvo deeply integrates tasks with CRM Contacts, Deals, and Outreach Campaigns, ensuring every action item has clear accountability, deadlines, and context.
┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ Tasks [ + New Task ] │
│ Manage your follow-ups, manual calls, and deal action items. │
├───────────────────┬───────────────────┬───────────────────┬────────────────────────────────────────────┤
│ OPEN TASKS │ OVERDUE │ DUE TODAY │ COMPLETED / TOTAL │
│ 12 │ 2 │ 4 │ 38 │
├───────────────────┴───────────────────┴───────────────────┴────────────────────────────────────────────┤
│ [ Today (4) ] [ Overdue (2) ] [ All (12) ] [ Done (38) ] [ All Team Tasks | My Tasks ] [ Assignees v]│
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ (•) [SJ] Sarah Jenkins [High] [Devyansh] Send revised enterprise SLA contract Sep 9 [Done] [E]│
│ (•) [MC] Michael Chang [Medium] Follow up on procurement security review Sep 9 [Done] [E]│
│ (!) [DM] David Miller [High] [Alex] Manual discovery call (Campaign Step) Sep 8 [Done] [E]│
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘
1. Tasks Dashboard Overview
The top of the Tasks page provides four real-time metric cards that summarize workload distribution:
| Metric Card | Description | Operational Importance |
|---|---|---|
| OPEN TASKS | Total count of active, uncompleted tasks across the workspace. | Provides high-level visibility into team backlog and pending action items. |
| OVERDUE | Count of open tasks whose scheduled due date and time have passed. | Highlights at-risk opportunities requiring immediate rep intervention. Highlighted with red visual indicators. |
| DUE TODAY | Count of tasks scheduled for completion before midnight today. | Serves as the primary daily focus list for sales reps. |
| COMPLETED / TOTAL | Cumulative count of resolved and archived tasks. | Tracks rep execution velocity and team productivity over time. |
2. Navigation, Tabs & Scope Filtering
Reachvo provides flexible filtering controls to help reps isolate their immediate priorities:
┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ [ Today (4) ] [ Overdue (2) ] [ All (12) ] [ Done (38) ] [ All Team Tasks | My Tasks ] [ Assignee ]│
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘
Status Tabs
- Today (N): Displays only tasks due on the current calendar day.
- Overdue (N): Displays tasks past their deadline that remain uncompleted.
- All (N): Displays the entire open task backlog regardless of due date.
- Done (N): Displays the complete historical archive of completed tasks.
Scope and Assignee Filters
- All Team Tasks vs. My Tasks:
- All Team Tasks: Displays workspace-wide action items across all team members (ideal for sales managers and founders).
- My Tasks: Filters exclusively to tasks assigned to your active user account.
- Assignee Selector Dropdown: Isolate tasks assigned to a specific team member (e.g.
All Assignees,Devyansh Tripathi (You), or specific sales reps).
3. Task Card Structure & Actions
Every task card in the list provides actionable context and inline shortcuts:
┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ (•) [SJ] Sarah Jenkins [ High ] [ Devyansh ] Sep 9, 2026 [ Mark Done ] │
│ Send revised enterprise SLA contract and pricing tiers [ Edit ] [ Del ]│
├────────────────────────────────────────────────────────────────────────────────────────────────────────┤
│ LINKED CONTACT LINKED DEAL │
│ [SJ] Sarah Jenkins (CloudHR) -> [ Enterprise Retainer ($50k) ] -> │
│ │
│ DESCRIPTION │
│ Sarah requested custom SLA uptime clauses and net-45 payment terms during our Tuesday demo. │
│ [ Campaign: Enterprise Q3 Outbound ] │
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘
Card Elements
- Status Dot:
- Amber: Open and due today or upcoming.
- Red: Overdue task requiring immediate attention.
- Emerald: Completed task.
- Contact Initials & Name: Displays the linked prospect's initials and name with a direct link to their CRM profile (
/crm/contacts/[id]). - Priority Badge: Indicates task urgency (
Highin red outline,Medium, orLow). - Assignee Badge: Displays the assigned team member's name.
- Due Date: Formatted date indicating when the action item must be completed.
- Expandable Detail Drawer: Clicking anywhere on the card expands it to reveal:
- Linked Contact: Quick card with direct navigation link to the contact's CRM record.
- Linked Deal: Direct navigation link to the associated deal in your sales pipeline.
- Description: Full notes and instructions.
- Campaign / Creator Badge: Indicates if the task was automatically generated by an outreach campaign sequence.
Inline Quick Actions
- Mark Done: Marks the task as completed. Moves it immediately to the
Donetab. - Edit (Pencil Icon): Opens the task editor modal to modify title, due date, assignee, priority, or description.
- Delete (Trash Icon): Opens a confirmation modal to permanently delete the task.
- Chevron Toggle: Expands or collapses the detailed information section.
4. How to Create a New Task (Step-by-Step)
To create a new sales task or follow-up reminder:
┌────────────────────────────────────────────────────────────────────────────────────────┐
│ New Task [ X ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Title * │
│ [ Follow up with Sarah on custom SLA contract clauses ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Contact (optional) Deal (optional) │
│ [ Sarah Jenkins (CloudHR) v ] [ Enterprise Retainer ($50k) v ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Due date Time │
│ [ September 9th, 2026 ] [ 09:00 ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Priority │
│ ( ) High (•) Medium ( ) Low │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Description │
│ ┌────────────────────────────────────────────────────────────────────────────────────┐ │
│ │ Review requested SLA terms with legal team before sending updated proposal document│ │
│ └────────────────────────────────────────────────────────────────────────────────────┘ │
│ [ AI Assist ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Target Workspace Assign to │
│ [ Current Workspace v ] [ Devyansh Tripathi (You) v ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ [ Cancel ] [ Create Task ] │
└────────────────────────────────────────────────────────────────────────────────────────┘
Step-by-Step Instructions
- Open Modal: Click the + New Task button in the top-right header of the Tasks page.
- Enter Title: Provide a clear, actionable summary (e.g.
Send pricing proposal,Schedule technical discovery). - Link Contact (Optional): Search and select an existing CRM contact. This associates the task with the prospect's profile history.
- Link Deal (Optional): Select an open deal from your sales pipeline to track revenue-impacting milestones.
- Set Due Date & Time: Pick the exact deadline and time. Reachvo prevents scheduling tasks in the past.
- Select Priority: Choose High, Medium, or Low depending on deal urgency.
- Add Description: Include detailed notes, agenda points, or context.
- Click AI Assist to automatically refine, polish, or generate task descriptions based on your brief notes.
- Workspace & Assignee: Select the target workspace and assign the task to yourself or a team member.
- Save: Click Create Task.
5. Automated Campaign Tasks & Call Outcomes
In addition to manual task creation, Reachvo's outreach engine can automatically generate tasks during automated multi-channel campaigns (e.g. a "Manual Phone Call" step).
┌────────────────────────────────────────────────────────────────────────────────────────┐
│ Log Call Outcome [ X ] │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ Select Call Outcome * │
│ [ Answered v ]│
│ │
│ Call Notes │
│ ┌────────────────────────────────────────────────────────────────────────────────────┐ │
│ │ Prospect answered and expressed interest in custom enterprise onboarding. │ │
│ │ Scheduled follow-up demonstration for next Thursday. │ │
│ └────────────────────────────────────────────────────────────────────────────────────┘ │
├────────────────────────────────────────────────────────────────────────────────────────┤
│ [ Cancel ] [ Submit & Complete ] │
└────────────────────────────────────────────────────────────────────────────────────────┘
Completing Manual Call Steps
When completing a task generated by an outreach campaign that involves a phone call:
- Click Mark Done on the call task.
- The Log Call Outcome dialog appears automatically.
- Select the outcome from the dropdown:
- Answered: Prospect picked up and engaged.
- No Answer: Phone rang without response.
- Busy: Line was busy.
- Voicemail: Left a recorded voicemail.
- Wrong Number: Incorrect contact phone information.
- Enter brief Call Notes summarizing the discussion.
- Click Submit & Complete. The task is marked done, the call outcome is logged to the contact's CRM timeline, and the campaign sequence advances accordingly.
6. Best Practices for Task Management
- Set Specific Times for Time-Sensitive Tasks: Instead of generic end-of-day reminders, specify exact times (e.g.
09:30 AM) for meeting prep or scheduled prospect calls. - Always Link CRM Contacts and Deals: Associating tasks with specific contacts and deals ensures complete visibility across your sales pipeline and prevents fragmented context.
- Review Overdue Items Daily: Make checking the Overdue tab part of your morning routine to clear blockers and re-engage dormant opportunities.
- Use AI Assist for Fast Action Plans: When drafting follow-up tasks after sales calls, type rough bullet points into the description and click AI Assist to generate structured next steps.
7. Frequently Asked Questions (FAQ)
Can I assign tasks to other team members in my workspace?
Yes. Workspace Admins and Team Members can assign tasks to any teammate in the workspace using the Assign to dropdown.
Will I receive notifications for overdue tasks?
Yes. Reachvo sends daily notification digests for tasks that are due today or overdue to keep reps aligned on their deliverables.
What happens to linked tasks if a contact or deal is deleted?
Reachvo preserves data integrity by retaining task records while safely clearing the deleted reference, preventing orphaned state errors.
Quick Reference Summary
| Action | How to Execute |
|---|---|
| Create Task | Click + New Task in the header, fill in details, and click Create Task. |
| Mark Task as Done | Click the Mark Done button on any active task card. |
| Log Call Outcome | On a campaign call task, click Mark Done, choose outcome (Answered, Voicemail, etc.), add notes, and submit. |
| Filter by Due Date | Click Today, Overdue, All, or Done tabs. |
| Filter by Rep | Toggle My Tasks or use the Assignee selector dropdown. |
| Edit Task Details | Click the Edit (Pencil) icon on any task card. |
| Delete Task | Click the Trash icon on the card and confirm deletion in the dialog. |