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, dollar values, labels, and manager-to-rep accountability in one place.
Key Benefits
Structured task assignment: Assign tasks to sales reps with a title, type, priority, dollar value, due date, customer, product, label, 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.
Statistics at a glance: See completed, overdue, and abandoned task counts — and how often tasks are being pushed back — configurable by your current filters.
Customizable layout: Create custom labels, add columns, color-code your board, and configure email notifications to match your team's workflow.
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, rep-manager relationships, and email escalation settings 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 using any combination of the options below. On mobile, the Filter button appears as an icon.
On desktop, toggle between Kanban board (default) and List view using the view switcher. These views are not available on mobile.
Available filters:
View: All tasks, Assigned to me, or Created by me
Source: Created by a DSR, or assigned by a DSM
Status: Overdue, Pending, Completed, or Abandoned
Priority: Filter by priority level (1–10)
Dollar value: Filter by the dollar amount assigned to a task
Labels: Filter by any label applied to a task
Assigned to: A specific person or role
Created by: The person who created the task
Products: Tasks linked to a specific product
Customers: Tasks linked to a specific customer
Cuisine: Filter by customer cuisine type
ZIP codes: Filter by customer location
Pushed back: Tasks whose due date has been moved more than once
Abandonment reason: Why a task was marked as abandoned
Dates: Filter by due date or creation date range
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 and select a Type
Set a Priority (1–10) and enter a Dollar Value if applicable
Select a Product and apply a Label if any have been configured (e.g. General, Prospecting, Top Competitive)
Add any Notes and upload an image attachment if needed
Select a Customer — their contact information and ZIP code will display alongside the task
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
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.
Statistics Menu
Click Statistics in the toolbar to see a summary of your team's task activity. The statistics panel updates based on your current filters, so you can scope the data to a specific team, time period, or task type.
Available statistics:
Count of completed, overdue, and abandoned tasks
How often tasks have been pushed back (due date moved)
How many tasks each employee has completed
Customize Board
Click Customize in the toolbar to configure board behavior, columns, labels, and email notifications.
Board Settings
Default drag rules enabled: When on, moving a task between the Due Soon and Overdue columns prompts you to set a matching due date. Turn off to allow free movement between columns.
Auto-hide completed tasks after 2 weeks: Tasks completed more than two weeks ago are automatically removed from the board. Turn off to keep them visible indefinitely.
Auto-hide abandoned tasks after 2 weeks: Tasks abandoned more than two weeks ago are automatically removed from the board. Turn off to keep them visible indefinitely.
Email Notifications
These settings only affect your own inbox — they do not change notifications for anyone else on the team.
Email me about my tasks: Receive an email when a task is assigned to you. On by default.
Task summary email: A recurring rollup of your own tasks (overdue, due soon, and open). Off by default. When enabled, you can set the frequency (weekly on Monday by default) and choose to include pushed-back tasks and/or abandoned tasks in the summary.
Columns
The board has three default columns: Due Soon, Overdue, and Completed. These cannot be removed. You can add custom columns (e.g. "Blocked") and reorder all columns using the chevrons. Use Reset columns to restore the default layout.
Labels
Labels are tags you can attach to tasks for grouping and filtering. No labels are added by default, but you can restore a set of pre-built labels at any time: General, Prospecting, Consult, Upsell, Follow-Up, Top Competitive, New, Recovered Lost, New Construction, and Routing. You can also create your own custom labels and choose a color for each.
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.
Email Escalations (Admin Only)
Admins can configure automatic email alerts for overdue tasks. These settings are found in the Relationships section.
DSM alert: DSMs receive an email when a rep on their team has a task that is overdue by 3 days. Configurable; off by default.
Escalation contact alert: A designated escalation contact receives an email when a rep has a task overdue by 6 days. Configurable; off by default.
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. DSRs can opt in to email notifications for new task assignments via the Customize menu. Reps should also refresh the page to see any newly assigned tasks.
High-priority overdue banner: A banner at the top of the task board highlights high-priority tasks that are overdue, so at-risk tasks stay visible.
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.