If you manage a remote sales team, you know the pain: endless Slack threads, tasks slipping through the cracks, and nobody quite sure who’s doing what. If you’re using Tryleap, you’ve got a shot at actually keeping everyone on the same page—assuming you use it right. This guide will walk you through assigning and tracking sales tasks in Tryleap without the headaches (or at least, with fewer headaches).
Let’s get straight to it.
1. Get Your Tryleap Workspace Set Up Right
Before you start handing out tasks, make sure your Tryleap setup isn’t a mess. The out-of-the-box setup is fine, but if you just start adding tasks randomly, you’ll regret it.
Checklist:
- Invite your whole team (and make sure they accept). Don’t assume they’ll find the invite buried in their inbox.
- Set up your pipelines. Tryleap calls these “pipelines,” but you might know them as stages or deal boards. Don’t overthink it: Start with simple stages like “Lead In,” “Contacted,” “Negotiation,” “Closed.”
- Clean up old tasks or test data. If you’ve been poking around, delete the junk so your team isn’t confused.
Pro tip: Don’t try to map every possible situation from Day 1. Start with your most common sales process and tweak as you go.
2. Assigning Tasks That Don’t Get Ignored
In Tryleap, tasks are tied to deals, contacts, or just general sales work. The trick is making sure they land in front of the right person, at the right time.
Here’s how to assign tasks that actually get done:
- Go to the deal, contact, or account where the task belongs.
- This keeps things organized. Don’t just add “Call John” as a floating task—attach it to the John Smith deal.
- Click “Add Task” (or the plus sign).
- Fill out the task details:
- Be clear. “Follow up by Friday about contract” is better than “Follow up.”
- Set a due date. If everything is “ASAP,” nothing gets done.
- Assign it to a specific person. No “Team” assignments—those are a black hole.
- Add any notes or files the person will need.
- Links, doc attachments, or even just a Slack reference—whatever helps them not have to chase you down.
What works: - Assigning tasks during your sales meeting, not after. People pay more attention. - Using real deadlines. Artificial urgency gets ignored. - Being ruthless: if a task doesn’t need to exist, don’t create it just to “show activity.”
What doesn’t work: - Assigning tasks to yourself and then forgetting them. If you’re the boss, you’re probably the worst offender. - Vague descriptions. “Touch base” is not a task—be specific.
3. Tracking Progress Without Micromanaging
Once tasks are assigned, you need a way to see what’s happening—without turning into that boss who’s always asking “Is this done yet?”
Tryleap’s tracking features (the ones worth using):
- Task List View: Shows all tasks, sorted by due date, owner, or status.
- Filter by “Overdue” or “Due this week” to spot problems early.
- Pipeline Board: Deals move from stage to stage, and you can see at a glance which have open tasks.
- Drag-and-drop works, but don’t get obsessed with moving every card. Focus on the stuck ones.
- Notifications: Tryleap can ping you (email, in-app, sometimes Slack) for upcoming or overdue tasks.
- This is helpful if your team actually checks notifications. Otherwise, set a recurring reminder in your team standup.
Pro tip: Once a week, scan for overdue tasks and just ask: “Is this still relevant?” About half the time, you’ll find out it’s not—and clearing it out helps everyone.
4. Communicating About Tasks (So You Don’t Need More Meetings)
Remote teams live and die by their communication. If you assign a task and then never mention it again, don’t be shocked when it’s forgotten.
- Use comments inside Tryleap.
- If you have a question about a task, comment right there—not in Slack. This keeps the context in one place.
- Tag people when you need a response.
- Most people skim notifications. Tagging makes it clear who needs to answer.
- Link related resources.
- Paste in the relevant Google Doc, proposal, or CRM link. Don’t make your team dig for info.
- Keep updates short.
- “Left voicemail, will try again tomorrow” is enough. Don’t write an essay.
What to ignore: You don’t need to use every “collaboration” feature. Focus on what helps you move deals forward, not what looks nice in a demo.
5. Reporting: What to Track, What to Skip
Tryleap has reporting tools, but you don’t need to drown in charts. Focus on what actually helps you manage sales, not what looks impressive in a board meeting.
- Track completion rates: Are tasks getting done on time? If not, why?
- Spot bottlenecks: If a stage in your pipeline always has overdue tasks, something’s broken.
- Ignore “activity metrics” if they don’t drive sales: Calls made, emails sent—these are fine, but don’t obsess unless they’re tied to results.
- Review as a team, not solo: Share the real numbers, not just the highlights. It builds trust and helps people see what needs fixing.
Pro tip: If a report takes more than 5 minutes to explain, it’s too complicated. Stick to the essentials.
6. Keeping the System Simple (and Actually Useful)
A lot of teams start strong, then Tryleap turns into just another place tasks go to die. Here’s how to avoid that:
- Do a quick weekly cleanup. Delete or close old tasks. If nobody remembers what it was about, it’s not important.
- Adjust your process as you go. If something’s not working, change it. Don’t stick with a broken process just because “that’s how we set it up.”
- Limit the number of open tasks per person. More isn’t better—focus matters.
- Ask for feedback. If your reps hate the process, they’ll work around it.
What works: Keeping things dead simple. The more steps you add, the less likely your team will actually do them.
What doesn’t work: Over-engineering. Fancy automation or custom fields sound nice but usually just slow you down.
Wrapping Up: Start Simple, Iterate Fast
Assigning and tracking sales tasks in Tryleap isn’t rocket science, but it’s easy to overcomplicate. Start with basic pipelines, clear task assignments, and regular check-ins. Skip the fancy stuff until your team nails the basics. The goal is to close more deals, not to win an award for “best task management process.”
Keep it simple, stay honest about what’s working, and don’t be afraid to clean house if things get messy. You’ll spend less time chasing tasks and more time actually selling—which is the whole point, right?