As a distributor, the Sales Rep Task Manager tool gives your team a structured way to create, assign, and track tasks directly within the app and Pepper Management Center (PMC). Managers get real-time visibility into their team's workload, and sales reps get a clear to-do list they can access and update from both desktop and mobile.
This tool builds on Pepper's existing CRM features, like notes and reminders, by adding task assignment, priority tracking, due dates, and manager-to-rep accountability in one place.
Key Benefits
Structured task assignment: Assign tasks to sales reps with a title, type, priority, due date, customer, notes, and image attachment.
Automated recurring tasks: Set tasks to repeat daily, weekly, or monthly so recurring work is never missed.
Real-time team visibility: Track the status of all team tasks in real time as a manager.
Direct team announcements: Send announcements (Shouts) to your full team, a specific group, or an individual.
Desktop and mobile access: View tasks in a Kanban board or List view on desktop, or a swipe-friendly mobile view on the restaurant app.
Easy export for reporting: Export your full task list to Excel for offline review or reporting.
User Roles
The tool supports three roles, each with different levels of access:
Distributor Sales Rep (DSR) — Views and completes their own assigned tasks
Distributor Sales Manager (DSM) — Assigns tasks to their team, tracks all team task progress, and sends announcements
Admin — Full access to all tasks, announcements, and rep-manager relationships across the team
How It Works
Accessing the Tool
Web App (PMC):
Navigate to PMC → Tools → Sales Rep Task Manager.
Web App:
Open the app → Links → Sales Rep Task Manager. It will look and function the same as the PMC version.
Mobile:
Open the app → Links → Sales Rep Task Manager. The app automatically shows a mobile-optimized view.
Searching and Filtering Tasks
Use the search bar to find tasks by title or customer name. Click Filter to narrow your view (e.g. to show only overdue tasks). In the mobile view, the Filter button is an icon.
On desktop, toggle between Kanban board (default) and List view using the view switcher. These views are not available on mobile.
Kanban view example: in this image, tasks are filtered by Status and Role.
List view
Creating a Task
Click Assign Task (web) or + (mobile)
In the Assign to Supplier Employees field, select one or more DSRs. A separate task will be created for each person selected.
Enter a Title for the task
Select a Type and Priority
Add any Notes
Upload an image attachment if needed
Select a Customer
Set a Do by date and Do by time
To make the task repeat, check Make this a repeating task, then set a Repeat Frequency (daily, weekly, or monthly) and optionally a Repeat Until date
Click Save
Steps 1-5
Steps 6-10
Editing and Completing Tasks
Click any task to open it.
DSRs can add notes, attach images, and mark tasks complete. They cannot edit the core fields (title, type, priority, customer, or due date) on tasks assigned by a DSM.
DSMs and Admins can edit any task on their team.
To mark a task as complete on mobile, swipe right on the task:
Note: When a repeating task is marked complete, a new task is automatically generated with the next due date based on the repeat frequency.
Sending Announcements: Shouts
Shouts let managers send messages to their team directly within the task manager.
Recipients see the shout as a banner at the top of their task list:
To send a shout:
Click the Shout button in the toolbar
Enter your Message
Under Visibility, select Share with a team to send to a group, or Share privately to send to an individual
If sharing with a team, use the Select DSM's Team dropdown to choose the target team. Optionally, use Who do you want to call out? to highlight a specific individual within that team.
Set a Priority
Set an Expires At date for the shout to stop displaying
Click Create Shout
To manage existing shouts:
Click the Shout button in the toolbar
Select Manage Shouts at the top of the panel
Use the Select DSM dropdown to filter shouts by team
View your own shouts under My Shouts, or see all shouts across your team under All Team Shouts
Use the edit or delete icons on any shout to update or remove it
Managing DSM/DSR Relationships (Admin Only)
Admins can control which sales reps report to which managers. This determines which reps a DSM can assign tasks to and whose tasks they can view.
Click the Relationships button in the toolbar (visible to Admins only)
Select a DSM from the left column to see their currently assigned DSRs on the right
Use the searchable checkbox list to add DSRs in bulk, or click Remove to un-assign a rep
Note: DSM/DSR relationships must be configured before an admin can assign tasks to specific reps.
Exporting Tasks to Excel
Click Export to Excel in the toolbar to download all tasks currently shown on your board or list.
Things to Know
Task notifications: The tool does not currently send push notifications when a task is assigned. Reps should refresh the page to see newly assigned tasks. In-app notifications are planned for a future update.
Repeating tasks: Completing a repeating task automatically creates the next occurrence. The original task is not modified.
Mobile limitations: Kanban view is a desktop-only feature.
Calendar integration: The tool does not currently integrate with external calendar apps.
Sales Rep Task Manager vs. CRM Notes
CRM Notes are account-level records attached to a specific customer. The Sales Rep Task Manager is focused on action items — tasks have due dates, assignees, priorities, and completion tracking.
Use CRM Notes to record customer context
Use the Sales Rep Task Manager to track and manage what your team needs to do.