If you lead a sales team, you know the pain: tasks slipping through the cracks, reps forgetting follow-ups, and everyone swearing they updated the spreadsheet. If you’re tired of the chaos and need a system that actually helps your team do their jobs (without yet another “motivation” meeting), this guide’s for you. We’ll walk step-by-step through assigning and tracking sales tasks in Laserfocus, so you can spend less time checking up, and more time closing deals.
Why bother with task tracking at all?
Let’s be honest, most sales CRMs and tools make a big deal about “task management”—then bury you in a maze of clicks and reminders. But when you actually use a system that’s simple and direct, like Laserfocus, you get a few real-world benefits:
- No more dropped leads or missed follow-ups
- Clear ownership—everyone knows who’s doing what
- You can spot bottlenecks, not just guess at them
- Less nagging, more accountability
Is Laserfocus perfect? No tool is. But it does a good job of cutting out the fluff, so you can focus on what matters: getting tasks done.
Step 1: Set up your Laserfocus workspace for clear task assignment
Before you start firing off tasks, make sure your Laserfocus setup is working for your team—not against them.
Get the basics right
- Users: Add all your sales reps, managers, and anyone else who touches deals. No sense assigning tasks to a ghost account.
- Teams or Groups: If you’ve got different pods (like SDRs vs. AEs), set these up. This way, you can assign tasks to the right people fast.
- Pipeline stages: Map out your real-world sales stages. Don’t overcomplicate it. The goal is to match how your team actually works.
Pro tip: Don’t spend a week customizing every field. Set up the basics, get started, and tweak as you go. Overthinking setup is a productivity killer.
Step 2: Create and assign sales tasks the right way
Laserfocus lets you create tasks tied to deals, contacts, or accounts. Here’s how to do it without getting lost in the weeds.
How to create a task
- Go to the relevant record (deal/contact/account).
- Look for the “Add Task” or “New Task” button (usually pretty obvious).
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Enter these details:
- Task Name: Be specific. “Call John at Acme” beats “Follow up.”
- Due Date: Don’t skip this. “ASAP” isn’t a date.
- Priority: Only if you actually use this field—don’t just mark everything “high.”
- Assignee: Pick who’s actually responsible. Don’t assign “everyone” unless you want no one to do it.
- Notes: Add context if needed (“John mentioned budget review on last call”).
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Hit save. You’re done.
Assigning tasks in bulk
If you’ve got a campaign or a batch of similar follow-ups, use Laserfocus’s bulk assign feature (if your plan supports it):
- Filter or select the relevant deals/contacts.
- Use “Bulk Actions” or similar to assign a standard task to multiple reps.
- Double-check assignments. Bulk actions can go sideways if you’re not careful.
What to ignore: Don’t overuse recurring tasks unless you genuinely need them. They can quickly clutter up your team’s view and become background noise.
Step 3: Make tracking easy (and actually useful)
Assigning tasks is only half the battle—if you’re not tracking what gets done, you’re flying blind.
Dashboard views: your new best friend
Laserfocus usually offers: - My Tasks: Shows what you personally need to do. Reps should live here. - Team Tasks or Manager View: Lets you see what’s overdue, what’s in progress, and who’s carrying the load (or dropping it).
Quick wins: - Set your default view to “My Tasks Due Today.” No more hunting. - Use filters to zero in on overdue or high-priority tasks.
Notifications: set them, but don’t overdo it
Laserfocus can send reminders for upcoming or overdue tasks. Enable these, but avoid spamming your team. Too many reminders = everyone ignores them.
- Personal reminders: Good for reps who need nudges.
- Manager summaries: Get a daily or weekly digest instead of 100 pings.
Completing and updating tasks
When a task’s done, mark it complete right away. This keeps everyone honest and the pipeline clean.
- Update notes if something important happened (“Left voicemail, will try again Thursday”).
- If a task is blocked, re-assign or reschedule—don’t just let it rot.
Step 4: Use task tracking to spot problems (and fix them)
The real point of tracking isn’t to micromanage, it’s to spot trouble before it costs you deals.
What to look for
- Chronic overdue tasks: Is someone always behind? Maybe they’re overloaded—or not clear on priorities.
- Bottlenecks in the pipeline: Are tasks piling up at a certain stage? Maybe your process needs tweaking.
- Ghost tasks: Lots of tasks getting marked “done” all at once at the end of the week? That’s a sign people are just ticking boxes.
Handle issues directly
- Talk to reps 1:1 about what’s getting in the way. Sometimes it’s training, sometimes it’s just too much busywork.
- Adjust your task templates if you see a pattern of confusion or unnecessary steps.
- Don’t punish honest reporting—if people are honest about what’s not working, your process gets better.
Step 5: Keep it simple and iterate
The best teams don’t chase 100% “task completion rates.” They use tools like Laserfocus to stay organized, spot issues early, and keep deals moving.
- Review your setup monthly (not daily). Tweak your stages, fields, or task types if they’re causing headaches.
- Get feedback from your team—if something in Laserfocus feels like busywork, it probably is.
- Kill off old or irrelevant tasks. A cluttered workspace slows everyone down.
Pro tip: If you find yourself ignoring tasks or working outside the system, ask why. Either the tool isn’t fitting your workflow, or you’re overcomplicating it.
Final thoughts: Don’t overthink it
Assigning and tracking sales tasks in Laserfocus isn’t magic. It’s just a way to keep the basics from slipping through the cracks. Start simple, make it fit your actual workflow, and don’t let the tool become the job. The goal is to help your team sell, not give them another thing to manage.
Keep it light, keep it honest, and tweak as you go. That’s where real productivity comes from.