Task Management Built Around Sales Deadlines
Track tasks in board, list, calendar or gantt view with SLAs, dependencies and time tracking that actually reflect how sales work gets done.
What is sales task management software?
Sales task management software organises the follow-up work behind every deal, not just the deal stage itself. Lavisho TT provides board, list, calendar and gantt views with task dependencies, SLAs, days-outstanding tracking, time tracking timers and weekly timesheets, plus planned-vs-actual reporting so managers can see whether committed work is actually getting done on time.
Why teams need sales task management
The problem
Deals often stall not because the pipeline stage is wrong, but because a follow-up task — sending a proposal, scheduling a demo, chasing a signature — was never done. Generic to-do lists don't track SLAs or dependencies, so nobody notices when a task is overdue until the deal itself is already at risk.
How Lavisho TT solves it
Lavisho TT gives every sales task an SLA, an owner and, where needed, dependencies on other tasks, visible in whichever view — board, list, calendar or gantt — fits the way a team works. Days-outstanding tracking and time tracking timers show exactly how work is progressing, while weekly timesheets and rate cards support billing or utilisation reporting. Planned-vs-actual reporting and scheduled reports then show managers whether committed work is being delivered on schedule.
Key benefits
Every view your team actually uses
Board, list, calendar and gantt views let different teams work the way they prefer.
SLAs that create accountability
Tasks with SLAs and days-outstanding tracking make overdue work visible immediately.
Dependencies prevent dropped handoffs
Task dependencies ensure the next step doesn't start before the prior one finishes.
Time data that supports billing
Time tracking timers, weekly timesheets and rate cards support utilisation and billing reporting.
Sales Task Management features in Lavisho TT
Board, list, calendar and gantt views
Switch between task views depending on the team and the type of work.
Task dependencies
Sequence tasks so dependent work only starts once prerequisites are complete.
SLAs and days-outstanding
Set SLAs per task and track how many days a task has been outstanding.
Time tracking timers
Track time spent on tasks directly within the platform.
Weekly timesheets
Compile time entries into weekly timesheets for review and approval.
Approvals
Route timesheets and task completions through an approval step.
Rate cards
Apply rate cards to time entries for billing or cost reporting.
Planned-vs-actual reporting
Compare planned task timelines against what actually happened.
Scheduled reports
Automatically deliver task and timesheet reports on a schedule.
How it works
- 1
Create tasks with SLAs
Assign owners, deadlines and SLAs to each task tied to a deal or account.
- 2
Track progress in your preferred view
Use board, list, calendar or gantt view depending on the work.
- 3
Log time as work happens
Time tracking timers and weekly timesheets capture effort automatically.
- 4
Review planned vs actual
Scheduled reports show whether tasks are being completed on time.
Common use cases
- Sales operations teams enforcing SLAs on proposal and follow-up tasks
- Teams that need dependencies between onboarding or implementation steps
- Managers who need visibility into rep utilisation via timesheets
- Organisations that bill clients based on time tracked against rate cards
Why choose Lavisho TT for sales task management
- Task management is connected to the CRM pipeline, not a standalone project tool.
- Four different views (board, list, calendar, gantt) cover the range of ways sales and ops teams actually plan work.
- SLAs and days-outstanding tracking create accountability without manual chasing.
- Rate cards and timesheets support billing use cases beyond simple task tracking.
Sales Task Management — frequently asked questions
What task views are available?
Board, list, calendar and gantt views are all available, so teams can choose the format that fits their workflow.
Can tasks depend on each other?
Yes, task dependencies let you sequence work so a task only becomes active once its prerequisites are complete.
What is days-outstanding tracking?
It shows how many days a task has remained open past its expected completion, making overdue work visible.
Can I track time against tasks?
Yes, time tracking timers let you log time directly, and entries roll up into weekly timesheets.
Are rate cards supported for billing?
Yes, rate cards can be applied to tracked time for billing or internal cost reporting.
Can I see whether tasks are completed on schedule?
Yes, planned-vs-actual reporting and scheduled reports show how actual task completion compares to what was planned.
Related pages
Related products
- Sales CRM
Run leads, accounts and deals through a kanban pipeline with sequences and stalled-deal alerts so nothing quietly goes cold.
- Sales Attendance
Clock in/out, GPS check-in and expense approvals in one system, with holiday and weekend rules that fit your region.
- Sales Automation
Automate lead routing, follow-up sequences, discount approvals and quote numbering so reps spend time selling, not doing admin.
Related solutions
- Sales Operations
Sales operations professionals who configure, maintain, and integrate the CRM for everyone else to use.
- Sales Managers
Sales managers responsible for a team of reps who need visibility into activity, deal health, and coaching opportunities.
Related industries
- Technology
Manage OEM and partner mapping, solution selling, and quotations with CRM software built for technology and IT sales teams.
- Construction
Track site visits, contractor and BoQ quotations, and dealer networks with CRM and field sales software built for construction material sales.
- Manufacturing
Manage dealer visits, order pipelines, and spare parts sales with CRM and field force software built for manufacturing sales teams.
Glossary
- Sales Activity
A sales activity is any recorded interaction with a prospect or customer, such as a call, email, meeting, or field visit, tied to a deal or account.
- CRM
CRM (Customer Relationship Management) is software that organizes a company’s contacts, deals, and interactions with customers in one place.
- Sales Pipeline
A sales pipeline is a visual representation of deals grouped by stage, showing how prospects move from first contact to closed sale.
Ready to connect your field team to your sales pipeline?
Start your 7-day free trial. No credit card — a real person reviews and activates your workspace, usually within one business day.