How to assign and track tasks for your b2b sales team in Jasper

If you manage a B2B sales team, you already know: keeping track of who’s doing what can get messy, fast. Sticky notes, spreadsheets, endless Slack threads—it’s chaos. You need a system that actually keeps people accountable without adding another layer of busywork. This guide is for sales managers and team leads who want to get a grip on task assignment and tracking using Jasper—without getting lost in a maze of features.

Why bother with formal task tracking?

Let’s be real. Salespeople like selling, not filling out forms. But if you don’t have a clear way to assign and follow up on tasks, things slip through the cracks:

  • Leads get ignored.
  • Follow-ups don’t happen.
  • Deals stall for no good reason.

A decent task system lets you see who’s on point, what’s falling behind, and—most importantly—helps your team close more business. Jasper has some solid tools to help with this, if you use them right.

Step 1: Set up your team and pipeline in Jasper

Before you can assign anything, you need two things set up: your team, and your pipeline stages.

Make sure: - Everyone who’ll be assigned tasks has a Jasper account and is in the right team. - Your pipeline reflects how your sales actually work (not just how the software wants you to do it).

Pro tip: Don’t overcomplicate your pipeline. Start with a few core stages (e.g., “Lead In,” “Contacted,” “Demo Scheduled,” “Proposal Sent,” “Closed”). You can always tweak later. If you make it too granular, nobody will keep it up.

How to check your setup: - Go to Jasper’s “Admin” or “Settings” section. - Under “Teams,” invite your reps and set their roles. - Under “Pipelines,” review or edit your stages.

If you skip this, assigning tasks will get confusing fast.

Step 2: Create and assign tasks (the right way)

Jasper lets you attach tasks to pretty much anything: leads, deals, contacts, companies. Resist the urge to assign tasks for every single action—focus on what actually moves deals forward.

Creating a Task

  1. Go to the relevant record: Open the lead, deal, or company where the action needs to happen.
  2. Find the “Tasks” section: Usually, there’s a tab or sidebar labeled “Tasks” or “Activities.”
  3. Click “Add Task” or “New Task.”
  4. Fill in the details:
  5. Title: Be specific. “Call John about pricing” beats “Follow up.”
  6. Due Date: Set a real deadline, not “ASAP.” People ignore ASAP.
  7. Assignee: Pick the person actually responsible. If it’s a team effort, split it into multiple tasks.
  8. Notes: Add context if it’s not obvious.

Assigning to teammates

  • Only assign a task if you expect someone to actually do it. Don’t use tasks as reminders to yourself to “circle back.”
  • If you’re the manager, use tasks to delegate clear next steps (e.g., “Send revised contract to Acme Corp by Friday”).
  • If you assign a task and never follow up, your team will notice. Accountability matters.

What not to do: - Don’t flood people with five tasks at once. Prioritize. - Don’t assign “Check CRM” or “Update notes” as tasks—those should be habits, not assignments.

Step 3: Use task lists and filters to stay organized

Jasper gives you a few ways to view tasks. Use them, but don’t get lost in the weeds.

The basics

  • My Tasks: Shows what’s on your personal plate. Encourage your team to check this daily.
  • Team Tasks: As a manager, use this to see everything assigned to your team.
  • Filters: Filter by due date, pipeline stage, or assignee. Helps you spot overdue stuff or bottlenecks.

Pro tips

  • Each morning, glance at the “Overdue” filter. If there’s a pattern (same rep, same stage), dig in.
  • Once a week, sort tasks by “No Due Date.” If there are a lot, someone’s not planning ahead.

What to ignore

  • Don’t obsess over color-coded priorities unless your team actually uses them. Simple “due/overdue/completed” is enough for most.
  • Skip “recurring tasks” unless you have a clear need (e.g., monthly check-ins). Otherwise, these just become background noise.

Step 4: Follow up and keep people accountable

Assigning a task is only half the job. If you don’t check in, people will assume it wasn’t important.

How to actually follow up

  • Use Jasper’s notifications, but don’t rely on them. People tune out pop-ups after a while.
  • Run a quick weekly review: In your sales meeting or one-on-ones, pull up the team task list. Ask about stuck or overdue tasks—by name.
  • Celebrate completed tasks that matter: If someone closes the loop on a tricky follow-up, call it out. It sets the tone.

When tasks go stale

  • If you see old, unfinished tasks piling up, dig into why. Is the task unclear? Too broad? Not actually relevant? Adjust how you assign going forward.
  • Delete or close tasks that are no longer relevant. Clutter leads to apathy.

Honest take: No tool can replace basic management. Jasper helps, but you still need to check in with your team and be clear about what matters.

Step 5: Use reporting, but keep it simple

Jasper’s reporting tools can show you task completion rates, overdue items, and activity by user. Use these, but don’t get obsessed with the numbers.

  • Look for patterns (e.g., certain reps always have overdue tasks, or certain stages get clogged).
  • Use reports to guide coaching, not to micromanage.
  • Don’t waste time on fancy charts unless they actually help you make a decision.

If you’re new to Jasper’s reports: - Start with the “Task Completion” and “Overdue Tasks” widgets. - Export to CSV if you want to play with data in Excel or Google Sheets.

Step 6: Avoid common mistakes

Here’s what trips up most teams:

  • Too many tasks: If everything is a task, nothing is a priority.
  • Vague assignments: “Follow up” is almost meaningless. Be specific.
  • No due dates: Without a real deadline, tasks get ignored.
  • No accountability: If nobody ever checks the task list, it’s just window dressing.
  • Overengineering: Don’t waste hours customizing Jasper with tags, automations, or integrations unless you’ve nailed the basics.

Wrapping up: Keep it simple, iterate as you go

Task tracking in Jasper can absolutely help your B2B sales team, but keep it practical. Assign tasks only when it matters, make expectations clear, and check in regularly. Don’t get seduced by every bell and whistle—start with the basics, and tweak your system as you learn what works for your team. The best system is the one your team actually uses.