If you work on a go-to-market (GTM) team, you know the drill: too many moving parts, scattered conversations, and that one spreadsheet nobody actually updates. If you’re reading this, you’re probably looking for a better way to get your sales, marketing, and customer success folks on the same page—without drowning in Slack pings or email CCs.
This is for the practical GTM lead, team member, or ops person who wants less chaos and more actual collaboration. We’ll walk through how to use Rogerroger’s task management features to actually get stuff done—together. No hype, just what works.
Step 1: Set Up Your Workspace for Real Collaboration
Before you start assigning tasks left and right, your workspace needs to make sense for your GTM team. Rogerroger gives you “workspaces” and “projects”—don’t overcomplicate things.
What to do:
- Create one workspace for your GTM team. Don’t spin up a new workspace every time someone has an idea.
- Set up core projects for main workstreams—think “Product Launches,” “Campaigns,” “Sales Enablement,” “Customer Onboarding.”
- Use clear, boring names. You want people to know where to put things. If you call it “The Fun Zone,” nobody will know it’s actually for Q3 pipeline reviews.
Pro Tip:
Spend ten minutes with your team deciding on project names and structure. It’ll save hours of confusion later.
Step 2: Ditch the Inbox Chaos—Turn Conversations into Action
Most GTM teams live in their inbox. The problem? Action items get buried under a hundred “quick questions.” Rogerroger’s email-to-task feature lets you turn emails into tasks with a click—no more copy-pasting into a to-do list.
How to use it:
- Forward emails straight into Rogerroger, or use their plugin to turn an email into a task.
- Assign it to the right person or project immediately—don’t just dump it in and hope someone grabs it.
- Add context. Write a quick summary or comment so the assignee knows what’s needed (don’t assume “see below” will do).
What works:
This kills the “lost in email” problem. Suddenly, requests from sales or support don’t vanish into the ether.
What to ignore:
Don’t try to turn every email into a task. Use it for stuff that actually needs follow-up or action—not just FYIs.
Step 3: Be Ruthless About Task Clarity
A task is only as good as its description. “Follow up with client” means nothing. “Send updated pricing deck to Acme Inc by Friday” is actionable.
Best practices:
- Be specific. Every task should have a clear outcome and a deadline.
- Use checklists for multi-step tasks (e.g., “Launch Product”—break it into “Finalize copy,” “Prep landing page,” “Email announcement”).
- Set priorities. Rogerroger lets you flag urgent tasks. Don’t overuse this or you’ll end up with everything marked “high.”
What to watch for:
Vague tasks pile up and never get done. If you see a lot of “circle back” or “review this,” push for clarity.
Step 4: Assign Owners—Not Committees
Tasks without owners die slow, quiet deaths. In Rogerroger, every task can (and should) have a single assignee. You can add followers for visibility, but only one person should be on the hook.
How to do it:
- Assign one owner per task, even if multiple people are involved.
- Add followers if others need to stay in the loop or provide input.
- Tag teams in comments if you want quick feedback, but avoid making everyone a co-owner.
Honest take:
If you assign a task to three people, nobody owns it. Don’t fall for “shared responsibility”—it just means nobody feels responsible.
Step 5: Use Comments for Actual Collaboration (Not Just Status Updates)
Rogerroger’s task comments are the place for discussions, quick updates, and questions. But if you turn comments into a second Slack—constant chatter with no decisions—people tune out.
What helps:
- Keep comments focused on moving the task forward. Ask questions, share files, clarify details.
- Tag people only when you need their input. Don’t @everyone for routine stuff.
- Link to supporting docs (e.g., Google Docs, Notion) rather than pasting giant walls of text.
What doesn’t work:
Turning the comment section into a running log of “still working on it” updates. If there’s a blocker, say so. Otherwise, keep it tight.
Step 6: Make the Most of Templates and Recurring Tasks
GTM teams run the same plays over and over—campaign launches, onboarding, reporting. Rogerroger lets you build task templates and set up recurring tasks so you’re not reinventing the wheel every time.
How to save time:
- Create templates for repeatable processes (e.g., “Monthly Newsletter,” “Feature Launch Checklist”).
- Set up recurring tasks for stuff like weekly pipeline reviews or monthly reporting.
- Adjust as you go. Templates aren’t sacred—edit them when your process changes.
Reality check:
Don’t go overboard making templates for everything. Start with your top 2-3 repeatable processes, and build out from there.
Step 7: Track Progress Without Micromanaging
Transparency is good. Micromanagement isn’t. Rogerroger gives you boards and lists to track what’s in progress, what’s stuck, and what’s done—without needing a meeting for every update.
How to use it:
- Use Kanban boards to move tasks through stages (“To Do,” “In Progress,” “Review,” “Done”).
- Set up status filters so you can quickly see blockers and overdue items.
- Run quick standups using the board—skip the endless round-robin updates.
What to ignore:
Don’t obsess over every status change. The goal is to spot bottlenecks, not to police every movement.
Step 8: Integrate (But Don’t Over-Integrate)
Rogerroger plays nicely with tools like Slack, Google Drive, and calendar apps. But adding every possible integration can turn your workflow into spaghetti.
What makes sense:
- Connect your calendar for deadline reminders.
- Link to shared drives for easy access to docs.
- Set up Slack notifications for key updates (but mute them if things get noisy).
What to skip:
You don’t need a Zapier zap for every little thing. Integrate what saves time—ignore the rest.
Step 9: Review, Reflect, and Adapt
No tool fixes collaboration by itself. Take a beat every month or so to see what’s working and what’s not.
How to keep improving:
- Do a mini-retro with your team: What’s working in Rogerroger? What’s getting ignored?
- Clean up old tasks and archive completed projects.
- Tweak your setup—rename projects, adjust templates, drop unused features.
Pro Tip:
Don’t get precious about your setup. If something’s not working, change it. The point is to make your life easier, not follow a process for its own sake.
Keep It Simple—And Keep Moving
The best GTM teams aren’t perfectly organized—they just keep things simple and actually follow through. Rogerroger can help, but only if you’re willing to be direct, clear, and a little ruthless about what matters.
Start with one or two changes from this guide. See what sticks. You don’t need a “collaboration transformation”—just a little less chaos and a little more done.