Everything You Need to Know About Task Management

Task management breaks down the tasks required to run a business into manageable pieces that can get delegated and on which teams can work together to succeed. It shows us that it is about the stages of a sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. and the jobs and activities within those stages.

The most successful and influential people in the world have not gotten where they are in life by accident. Organizing every hour of every day — scheduling their time to be productive and achieve their goals — is most likely how they did it.

The core of task management is this style of thinking. After all, everyone has the same number of hours in their day, but how people manage them determines how much they do.

A project gets cultivated from a collection of tasks. All project tasks must be planned, tracked, tested, monitored, and reported beginning with the formulation of a concept. With all of these, task management comes in helpful, allowing you to accomplish the project quickly and effectively.

This article will provide an in-depth discussion on task management.

What is Task Management?

Task management cycles through the lifespan of a task, from planning through tracking to execution. It assists teams in keeping track of work from start to finish, including defining deadlines, prioritizing tasks, and assigning them to the appropriate personnel. It keeps projects on track and guarantees that they get completed on time.

Moreover, task management, a subset of project management, is straightforward. It is a technique for breaking down large undertakings into smaller, more manageable chunks.

Task management focuses on prioritizing, setting deadlines, and delegating activities spread over numerous projects. Project management is a much broader term. It focuses on resource allocation, budgeting, dependencies, and task management.

Task management features usually get included in project management or CRM software.

The Benefits of Task Management

Pen and paper is the most basic work management solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.. It is convenient and efficient to keep track of all your tasks and stay organized at work. However, it is only useful for people and does not function for larger groups.

As previously said, task management is only one piece of the larger project management puzzle, which you may compare to flying a plane.

At its most basic level, a Project Manager’s job is to guarantee that everything runs well so that the pilots and flight crew can focus on what they do best, while the passengers can relax knowing that they will not fall out of the sky or crash in the middle of the flight.

Finally, landing that plane illustrates the advantages of task management. Task management can allow managers to see what everyone on their team is working on from hundreds of feet away. Still, it can also offer them a clearer understanding of their capacity and what tasks they prioritize.

When done correctly, task management enables businesses to:

  • Establish Collaboration Channels: It is all about teamwork in task management. Your team will better understand who is working on what and when they should cooperate on a task to accomplish it faster.
  • Manage the Workload: With a task management tool, teams can look at their calendar to see what is coming up, what they need to prioritize, and what deadlines are coming up.
  • Increase Productivity: When tasks get organized, teams know what they need to work on and when they need to complete them. Everything employees need to know about each task will be in one spot.

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Best Practices in Task Management

Any organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). must establish a proper sales process. On the other hand, a sales representative must perform various jobs and activities to move a prospect from one level to the next.

Even after creating a sales process, tasks and activities frequently get delegated to the sales representative. The problem with this approach is that some reps – ­­the experienced, proven ones­­ will know what to do and will seamlessly move that prospect to the next level. However, the less experienced will say no — and you may miss opportunities unintentionally.

The easiest method to address this problem is to collect best practices for each stage of the sales process from every proven and experienced salesperson. Make these available to the entire sales team so that each salesperson is aware of the steps in the sales process.

There are two different ways to distribute best practice assignments and activities discussed below.

Shared Documents

One method is to produce a best practice document for each stage of the sales process and store them all in a common folder accessible to all sales team members.

It is a good idea for the sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. to double-check that these procedures are being followed from time to time. This feature is especially crucial if the manager finds that certain salespeople have trouble getting prospects to complete certain stages. Of course, this is all part of the coaching and mentoring process, which is an important element of a sales manager’s work.

Task Management Software

The best method to ensure that best practices for tasks and activities within a sales stage get followed is to include such tasks and activities within a sales stage within CRM.

They may be converted into a series of checkboxes, for example, so that a sales professional moving through that stage can see the tasks and activities that need to be completed. Even better, specific tasks and activities may become compulsory, requiring them to be completed and checked off before moving on to the next stage.


Choosing the best task management tool for your individual needs is critical, so do your homework.

Some tools are simple, while others include everything but the kitchen sink. As a result, it is critical to know what you require before purchasing. To do so, you need to list “must-have” characteristics. Whatever job management solution you use, make sure it checks all your boxes and is not too expensive.

Check out Pipeliner for more information on how to get started with a task management system.

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