Tasks and activities

Tasks and activities keep your sales team organized. Activities define the key steps in your sales process (demo calls, proposal reviews, follow-ups), while tasks are the actual to-dos your team works through — with assignees, due dates, reminders, and checklists.

Activities

Activities are templates for the recurring actions your team performs during the sales cycle. Define them once, then use them across all your deals.

Setting up activities

Go to Sales → Settings → Activities to configure your activity types. Each activity has:

Example activities

Here's a typical set of activities for a SaaS sales team:

• Discovery call (phone icon, 15% weight) — Initial conversation to understand needs
• Product demo (phone icon, 25% weight) — Walk through the product
• Send proposal (email icon, 20% weight) — Deliver pricing and terms
• Follow-up (email icon, 10% weight) — Check in after a touchpoint
• Contract review (document icon, 20% weight) — Review final agreement
• Onboarding kickoff (customers icon, 10% weight) — Start post-sale setup

Activity weights should add up to 100% across a typical deal lifecycle. As tasks linked to these activities are completed, you'll see deal progress increase.

Tasks

Tasks are the action items your team works through. They can be linked to a deal and activity, associated with a customer, or standalone internal tasks.

Creating a task

You can create tasks from several places:

• From a deal — Open a deal and create a task linked to one of your configured activities
• From a customer profile — Create a task associated with a specific customer
• From the Tasks page — Create a general task for internal work
• From a Flow — Tasks can be created automatically by Mantle Flows

Task fields

Each task includes:

Task reminders

Each task supports up to three reminders to keep things on track. Configure:

• Method — Email, Slack, or Discord notification
• Recipient — Who receives the reminder
• Send time — When the reminder fires

Reminders are especially useful for follow-up tasks where timing matters — set a reminder for the morning of a scheduled call, or a day before a proposal deadline.

Todo items

For tasks with multiple steps, use todo items as a built-in checklist. Each item can be checked off independently, giving you a clear view of progress within a task.

For example, a "Send proposal" task might include:

• Draft pricing based on discovery notes
• Get internal approval on discount
• Customize proposal template
• Send to prospect

How activities and tasks work together on deals

Activities and tasks connect through your deal flow:

1. Configure activities in Sales Settings — these define the steps in your process
2. Associate activities with deal flow stages — each stage can have expected activities
3. Create tasks on deals — when you create a task on a deal, select the relevant activity
4. Complete tasks to show progress — as tasks are completed, the deal's progress updates based on activity weights

The deal timeline shows all completed activities, so anyone on your team can see exactly what's happened on a deal and what's next.

Managing tasks

The Tasks page

Go to Sales → Tasks for a centralized view of all tasks across your organization. Filter by:

• Status — Open, in progress, or completed
• Priority — Focus on urgent items first
• Assignee — See a specific team member's workload
• Due date — Find overdue or upcoming tasks
• Tags — Filter by custom labels

Automating task creation

Use Mantle Flows to create tasks automatically based on events. For example:

• When a deal moves to "Proposal" stage → create a "Send proposal" task
• When a customer cancels → create a "Win-back outreach" task for the account owner
• When a trial starts → create an "Onboarding call" task assigned to the sales rep

Best practices

Keep activities focused

Define 5–8 core activities that represent the key moments in your sales cycle. Too many activities dilute the progress tracking.

Set weights intentionally

Higher-weight activities should represent bigger milestones. A completed demo matters more than a follow-up email — set the weights accordingly.

Use reminders for time-sensitive tasks

Don't rely on your team checking the task list every day. Set reminders for important deadlines so nothing falls through the cracks.

Review open tasks weekly

Stale tasks create noise. Do a quick weekly review to close completed tasks, reassign stuck ones, and clear out anything that's no longer relevant.

Next steps

• Working with deals — See how tasks appear on deal timelines
• Creating deal flows — Configure stages and link them to activities
• Getting started with Flows — Automate task creation