Sales project template
A lightweight funnel on a board: leads, contacted, proposal, and closed. See how the template comes set up in Tasskee.
Sample tasks from the Sales template
Download it as a spreadsheet (opens in Excel and Google Sheets) or build it right in Tasskee, with deadlines, assignees and notifications.
| Task | Workstream | Initial status | Note |
|---|---|---|---|
| Follow up with sample lead | Prospecting | In contact | Task, high priority |
| Add new leads | Prospecting | Leads | Task, normal priority |
| Send commercial proposal | Negotiation | In contact | Task, normal priority |
| Record closed sale | Negotiation | Closed | Task, low priority |
Who this sales project template is for
It's for small sales teams, independent salespeople and business owners who sell and still track leads from memory, on WhatsApp or in a spreadsheet. The goal isn't to be a full CRM, but a lightweight board-based funnel where you can see who needs contact today.
If your operation already has hundreds of leads a week, use the template as a complement to a CRM, not a replacement.
How the project comes set up
When you create your account and choose the Sales template, Tasskee creates the project with four statuses, in this order:
- Leads;
- In contact;
- Proposal;
- Closed.
The two workstreams are Prospecting and Negotiation. The four sample tasks, in the table above, are follow up with a sample lead, add new leads, send a sales proposal and record a closed sale. The proposal task starts in In contact, and the closed sale task is born already in Closed, so you can see a completed task. The Proposal column starts out empty. The template doesn't create a sprint.
How to adapt it to your team
A few suggestions for adapting it:
- One card per opportunity. Use the title for the company and contact name, and the description for the conversation history.
- Your own process stages. If you hold a discovery meeting or a demo, add a column for it between In contact and Proposal.
- Workstreams by source. Prospecting and Negotiation can become workstreams by channel (referral, ad, event) or by salesperson.
- Always schedule the next step. Every open card should have a due date: the due date is the day of the next contact.
Tasskee features that go well with the template
The Kanban board is the funnel's main screen. Automations alert the salesperson when a lead stalls, and forms, on the Pro plan, receive contact requests through a public link and create the task automatically. To track the team's results, use goals (for example, a goal for proposals sent in the month) and reports.
After the sale closes, the new client can go into a client onboarding project, and the weekly status report template helps keep management informed.
A simple agreement for the sales team
Define how long a card can sit in each column. If a lead spends more than a week in In contact without progress, it either gets a new contact date or leaves the funnel. That rule keeps the board truthful and shows the real closing forecast.
How to get started
The template is chosen at signup, when you create your account: in the onboarding step, choose the Sales template and the project appears already set up. The trial lasts 15 days with Pro unlocked, no card required.
A funnel that shows who needs contact today
Leads, contact, proposal and closed on one board. When you create your account, choose the Sales template.
See the Kanban boardFrequently asked questions
Sales project template FAQ
Does the template replace a CRM?
No. It's a lightweight board funnel for organizing the sales team's work. For operations with many leads, it works best as a complement to a CRM.
How do I remember to follow up?
With reminder automations by due date or for stalled tasks. They exist on every plan, with a monthly run limit.
Can I change the columns?
Yes. Leads, Contacted, Proposal, and Closed are the starting point; rename them or add stages for your process.
Continue from here
Go further
Kanban board
Drag the task to another column and the whole team sees the progress.
ViewAutomations
"When → If → Then" rules that assign, notify and create recurring tasks — and explain why they acted.
ViewForms
A public link that becomes a task, ticket or signed receipt, in the right project.
ViewGoals and OKRs
Objectives with progress that goes up on its own as tasks move.
ViewReports and dashboards
Flow, time, delivery and load — numbers to decide with, not to decorate.
ViewWeekly status report
Summary, deliverables, next week, risks, and pending decisions, on one page.
ViewStart with the ready-made Sales template.
When you create your account, choose the Sales template. Try Tasskee free for 15 days, no credit card.
15 days with everything unlocked
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