Task Status helps you track the progress of each recommended task inside an Action Plan. Once Dealtree generates recommended tasks, each task can have a status that shows whether the task still needs to be done, is currently in progress, or has already been completed. This helps you use the Action Plan as an active sales workflow instead of a static list of suggestions.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
What Task Status Means
Task Status shows the current state of a task. It helps you understand:- Which tasks still need attention
- Which tasks are already being worked on
- Which tasks have been completed
- Which actions may need follow-up
- How much progress has been made on the account plan By tracking task status, you can keep your sales process organized and avoid losing track of important next steps.
Common Task Statuses
Dealtree may show task statuses such as:- To Do: The task has not been started yet
- In Progress: The task is currently being worked on
- Completed: The task has been finished
How to Use Task Status
Start by reviewing all tasks in the Action Plan. For each task, check its current status and decide what needs to happen next. Use To Do for tasks that still need action. These are usually the next steps you should plan for outreach, discovery, follow-up, or internal deal review. Use In Progress for tasks you have already started but not fully completed. For example, you may have asked your champion to confirm the approval process, but you are still waiting for their response. Use Completed when the task has been finished and no further action is needed for that specific step.Example
If Dealtree recommends a task to validate the economic buyer, the status may start as To Do. After you ask your champion who owns the final buying decision, you can move the task to In Progress while waiting for confirmation. Once the economic buyer is confirmed, you can mark the task as Completed.Why Task Status Matters
Task Status makes it easier to manage account progress. It helps you:- Stay organized across multiple accounts
- Track unfinished tasks
- Avoid repeating the same action
- Keep sales follow-ups clear
- Review account progress during pipeline meetings
- Understand which deal risks are still unresolved This is especially helpful when you are working with multiple stakeholders or managing several target accounts at the same time.
Important Notes
- Update task statuses regularly as you work through the Action Plan.
- A completed task does not always mean the deal risk is fully removed. Review the result of the task before moving forward.
- If new information changes the account context, update your notes and regenerate the Action Plan if needed.
- Task Status should reflect the real progress of your sales activity.