Taskforce
Sales Task Command
Select a team member on the left to review their history and generate tasks.

Task to Anyone

Give a task to any active colleague — you write it, there is no auto-generation on this tab. This does not change who reports to whom: you will see the task you created, and nothing else of theirs.
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Find a colleague on the left to give them a task.

Issued Tasks & Responses

Divisions

One business line, across every branch it runs on
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People on this line
Everyone carrying this division, wherever they report
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Branches covered
Distinct branches this line stands on
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Tasks Assigned
All tasks issued to this line
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Acted On
Anything the assignee has responded to — acknowledged, in progress, completed, blocked or withdrawn
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Currently Overdue
Past due date, not Completed or Withdrawn —

The line

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Branches

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Task Summary

Assigned vs acted — across all issued tasks
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Tasks Assigned
Every task you can see, whoever issued it
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Acted On
Anything the assignee has responded to — acknowledged, in progress, completed, blocked or withdrawn
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Pending / Issued
Issued or Assigned — nobody has touched these yet
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Blocked
Tasks marked Blocked with a reason
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Response Rate
Acted On ÷ Total × 100
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Currently Overdue
Past due date, not Completed or Withdrawn —
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Library

Essential reading on sales, distribution, and travel commerce.

Knowledge

The role descriptions and processes the business runs on. Task generation reads the documents for a person's role before it writes them a week — a role with no document here gets generic work.

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CCO Mind

What's on your mind right now? Every field below is injected into the AI when generating tasks for anyone on the team.

🎯 Strategic Focus
What should the team prioritise this week / month?
📢 Promotions & Alerts
Active deals, new products, time-sensitive offers to push.
🚫 Do Not Push / On Hold
Products, routes, or segments to avoid until further notice.
🧠 Additional Context
Market intel, competitor moves, client feedback, or anything else the AI should know.

Business Tours

Branch movement, tour reporting, findings and action points. Action points can be turned into ordinary tasks, which then follow the normal task rules.
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Visit Reports

RSM branch visit log
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Branch Meetings

Minutes of your regular branch calls
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Emails

Outgoing task emails.

↓ CSV

Inbound emails fetched from your Gmail and audited for sales compliance (TravelGuard). Click an email to audit it.