If you manage a sales team—or just try to keep one pointed in the same direction—you already know the headaches: tasks fall through the cracks, accountability gets fuzzy, and somebody always claims they “didn’t see the note.” This guide is for anyone who’s fed up with scattered spreadsheets or endless Slack back-and-forth. We’ll walk through how to actually assign and manage sales tasks in Aisdr so your team can stop tripping over each other and focus on closing deals.
No fluff, no sales pitches—just the steps, honest takes, and a few hard-won lessons.
Why bother with task assignment in the first place?
Let’s get this out of the way: if you think you can run sales by shouting into the void (or an email thread), you’re kidding yourself. Task assignment isn’t about micromanaging; it’s about everyone knowing what’s next, who’s on it, and what’s still up in the air.
When you get it right:
- Deals move faster.
- Follow-ups don’t get forgotten.
- New hires know where to jump in.
- You (and your boss) can see what’s actually happening.
When you wing it? Get ready for confusion, dropped balls, and a lot of finger-pointing.
Step 1: Set up your sales process in Aisdr
Before you assign tasks, you need a solid foundation. Aisdr lets you customize pipelines and stages—don’t skip this. If your sales flow is a mess, your tasks will be too.
Tips for setting up your pipeline:
- Keep it simple. Don’t create ten stages when five will do. The more complicated the pipeline, the harder it is to manage tasks.
- Name stages clearly. “Qualified Lead” beats “Discovery Stage 2.” If your team can’t tell what a stage means at a glance, rewrite it.
- Map out common tasks for each stage. Think: initial outreach, demo scheduled, proposal sent, contract signed. You’ll use these later.
Pro tip: If Aisdr’s pipeline templates are close but not perfect, tweak them. Don’t force your process into a tool—make the tool fit your process.
Step 2: Assign tasks the right way (not just to yourself)
With your pipeline set, it’s time to get granular. In Aisdr, you can assign tasks to yourself or anyone on the team—don’t be shy about spreading the work.
How to assign a task:
- Open a deal or lead in the pipeline.
- Find the Tasks section (usually right inside the deal view).
- Click Add Task.
- Enter a clear title—skip “Call” and go for “Call Acme Corp to confirm demo.”
- Set a due date. “Someday” is not a due date.
- Assign to the right person. Not sure who? Assign it and leave a note tagging someone—Aisdr will notify them.
- Save.
What works: - Assigning tasks at the same time as updating deal stages—makes it a habit. - Using clear, actionable titles (“Email contract to Sarah at Widgets Inc.” not just “Send email”). - Setting realistic due dates—don’t pile 20 follow-ups on Friday just to clear your list.
What doesn’t: - Assigning everything to yourself “for now.” You’ll forget to re-assign and become the bottleneck. - Leaving tasks unassigned, hoping someone will pick them up. - Vague tasks (“Follow up”)—nobody wants to guess what you mean.
Step 3: Use task types and priorities (but don’t overcomplicate it)
Aisdr lets you add types (call, email, meeting, etc.) and set priorities. These are useful, but only if you keep them simple.
How to make it work:
- Pick 3-4 task types that matter (call, email, meeting, admin). Ignore the rest unless your team really needs them.
- Use priority flags sparingly. If everything’s “high priority,” nothing is.
- Train your team (briefly!) on what each type and priority actually means.
What to ignore: - Custom task types for every possible situation. You’ll spend more time tagging than selling. - “Low” priority tasks that never get done. If it’s not important, delete it.
Step 4: Keep everyone in the loop—notifications and comments
Assigning a task is just the start. If the person getting the task doesn’t know the context, expect confusion.
Make collaboration work by:
- Adding comments when you assign a tricky task. “FYI, client is annoyed about last delay—go in prepared.”
- Using @mentions to grab specific people’s attention.
- Checking notifications before asking “Did you see this?” in chat.
Aisdr’s notifications aren’t perfect—they can get noisy if you turn on everything. Tweak your settings so you only get pinged for assignments and mentions, not every deal update.
What works: - Quick, specific comments. - @mentioning only when you really need a response.
What doesn’t: - Relying on notifications alone. If it’s critical, follow up in your team meeting. - Comment threads that turn into therapy sessions—keep it focused.
Step 5: Review and update tasks as deals move
Nothing gums up a pipeline faster than stale tasks. You know the ones: “Call prospect”—from three weeks ago.
Regular clean-up:
- At least once a week, review open tasks for each deal.
- Mark what’s done, reschedule anything overdue, and delete the junk.
- As a deal moves stages, check if old tasks still make sense—cancel or update as needed.
Pro tip: Make “weekly task review” a habit in your 1:1s or team meeting. Five minutes here saves hours of confusion later.
What works: - Regular, scheduled reviews. - Closing out tasks when the deal closes (won or lost).
What doesn’t: - Letting overdue tasks pile up—after a while, everyone just ignores them. - Moving deals without updating the task list.
Step 6: Use filters and reports, but don’t get lost in the weeds
Aisdr has filters and basic reporting for tasks—helpful, but don’t expect magic dashboards that solve all your problems.
How to use them:
- Filter by assigned user to see who’s overloaded (or slacking).
- Filter by due date to spot what’s about to go late.
- Run a weekly or monthly report—just enough to spot bottlenecks.
What to ignore: - Over-customizing reports. If you spend more time building charts than fixing problems, you’re missing the point. - Fancy exports for their own sake. Action beats analysis paralysis.
Troubleshooting: Common problems and how to fix them
Problem: Tasks get assigned, but nobody does them. - Fix: Make task review part of your regular meeting. Public accountability goes a long way.
Problem: Tasks are too vague. - Fix: Set a “no generic tasks” rule. Every task should answer who, what, and when.
Problem: Too many overdue tasks. - Fix: Be ruthless—delete or reschedule anything older than a week.
Problem: One person gets all the tasks. - Fix: Use filters to spot lopsided workloads, then reassign as needed.
Real talk: What Aisdr does well (and where it falls short)
The good: - Assigning and tracking tasks is straightforward. - Collaboration is better than email or spreadsheets. - Easy to see what’s overdue or unassigned.
The not-so-good: - Notification controls are a bit blunt—expect some noise. - Reporting is basic. You’ll need to export if you want deep insights. - No built-in automation for recurring tasks (yet). You’ll have to create them manually.
Still, if you keep things simple and use the basic tools well, Aisdr is more than enough for most sales teams.
Keep it simple and iterate
You don’t need a perfect system—just one your team actually uses. Set up your sales process, assign clear tasks, and make reviewing them a habit. Skip the bells and whistles until you’ve nailed the basics. Iterate as you go. The best sales teams aren’t the ones with the fanciest tools—they’re the ones who actually use them.
Now, go clear out that backlog. Your future self will thank you.