Boost Productivity with Tasks V2 in Xaris Sales
Sales Enablement, Productivity, Task Management
Meet Tasks V2 in Xaris Sales Enablement: Your New Productivity Powerhouse
Tasks V2 in Xaris Sales Enablement is more than a refresh—it’s a complete rebuild of how you capture, organize, and execute your daily work. Designed for small business owners, sales teams, and marketers, this upgrade turns task management into a reliable engine that keeps every lead and follow-up exactly where it should be: on your radar.
Recurring Tasks That Match the Rhythm of Your Sales Day
In fast-moving sales environments, the smallest missed follow-up can cost a deal. Tasks V2 introduces flexible recurring tasks—hourly, daily, weekly, and monthly—so your critical activities never slip through the cracks. Instead of rebuilding the same reminders over and over, you set them once and let Xaris Sales Enablement handle the repetition.
Picture a sales rep managing a time-sensitive promotion. They create an hourly recurring task to check inbound demo requests during launch day, ensuring no hot lead waits more than 60 minutes. A marketing manager sets a daily task to review new inbound leads and assign them to the right rep. A small business owner adds a weekly task to review open quotes every Friday, and a monthly task to follow up with past customers about renewals or seasonal offers. These rhythms become automatic, and your team gains back mental bandwidth to focus on conversations, not calendars.
One Task, Multiple Contacts and Opportunities—No More Duplicates
Real-world sales rarely follow a neat, one-contact-per-task pattern. Deals often involve several decision makers and multiple opportunities across the same account. Tasks V2 lets you link a single task to multiple contacts and opportunities at once, eliminating the need to clone tasks just to keep your records aligned.
Imagine you’re working a key account with a primary buyer, a technical evaluator, and a finance contact. Instead of creating three separate “Schedule pricing review” tasks, you create one task and link it to all three contacts and the main opportunity. When you complete that meeting, every record reflects the activity. Your pipeline stays clean, your notes stay consistent, and your team avoids awkward duplicate outreach that can make you look disorganized.
Board View: A Kanban-Style Command Center for Your Day
Tasks V2 introduces a new Board View, giving you a Kanban-style visual of your workload alongside the classic List view. Instead of scanning a long column of rows, you can see tasks organized by stage—such as “Today,” “This Week,” “Awaiting Response,” or “Completed”—and drag them across columns as work progresses.
For a sales leader running a morning stand-up, Board View becomes a live status board. Each rep can quickly show which outreach tasks are in progress, which follow-ups are waiting on the customer, and which deals are ready for a proposal. For a marketer coordinating campaign follow-ups, it’s easy to group tasks by campaign or outcome and make sure nothing stalls in the middle column. The traditional List view is still there when you want a compact, sortable list—but Board View gives you a big-picture snapshot at a glance.
Visual workflows in Board View make task priorities and bottlenecks instantly clear.
Cleaner Task Cards: All the Context, None of the Clicks
With Tasks V2, every task card has been redesigned to surface all key information at a glance. Instead of opening each task to see what it’s about, you can instantly view the title, due date, priority, related contacts and opportunities, and any essential notes right on the card—whether you’re in Board View or List view.
Consider a rep handling a full afternoon of callbacks. In the old model, they might click into every task to see who the contact is, what was last discussed, and which opportunity it belongs to. Now, they scan down the page and see, at a glance, “Call Jenna about contract revision – linked to Q2 Renewal Opportunity – due today – high priority.” That means fewer clicks, faster decisions, and more time spent actually talking to customers.
Real-World Impact: Fewer Missed Leads, More Closed Deals
For a small agency owner juggling sales, delivery, and operations, Tasks V2 can be the difference between “I’ll get to it later” and “It’s already handled.” Recurring tasks make sure discovery calls, onboarding check-ins, and renewal conversations always have a slot on the calendar. Linking tasks to multiple contacts and opportunities keeps complex deals organized. Board View shows where work is stuck, while the cleaner task cards help everyone move faster through their day.
Marketers coordinating campaigns gain similar advantages. They can set recurring tasks to review campaign performance, assign follow-ups to sales when leads hit specific engagement thresholds, and visually track progress from “New Lead” to “Qualified” to “Customer.” Because every task is anchored to the right contacts and opportunities, handoffs between marketing and sales become smoother, and fewer warm leads quietly age out of your funnel.
Turning Task Management into a Strategic Advantage
Tasks V2 in Xaris Sales Enablement isn’t just about checking boxes. It’s about building a repeatable, visible system that supports the way modern sales and marketing teams actually work. By combining powerful recurring schedules, multi-contact linking, a flexible Kanban-style Board View, and streamlined task cards, it gives your team a clear path from “to-do” to “done”—and helps ensure no valuable relationship is left unattended.
For small businesses and growing revenue teams, that reliability is a genuine productivity game-changer. When your task system works this hard for you, your team is free to focus on what really matters: building trust, having better conversations, and closing more of the right deals.
