Solutions · Tasks & Activities
See whether the work actually happened.
Command the field from tasks you can track, not texts.
Check in on the accountReserve list for the bar team.Run a placement surveyPhotograph the back-bar flight before service.
Tasting the brand extensionTrial the low-ABV line with the buying group.
Follow-up on tastingCall back after the flight, confirm reorder.Check in on the accountShow the extension SKUs to the wine buyer.Staff training taskSend the pricing sheet promised at the tasting.The problem
You pay for the field, unseen.
The work is invisible
Reps get their day by text and in passing. It lives in their heads and on a legal pad, and the order that comes back says nothing about whether anyone grew the account.
The tools don't fit
A CRM activity log waits to be filled in and reps won't keep it current. A field-survey app proves someone showed up. Neither makes the right thing happen next.
The work evaporates
Nothing connects to the placement, so effort disappears at the end of the day instead of compounding on the account.
Assign and track
Assign it, then see it done.
Every task carries the account, the products, the priority, and the specific deliverable, and links itself to the placement. Assign it, then watch done or not-done in one view with the comment thread right there.
- See done / not-done across every rep in one place — no status texts.
- Each task carries account, products, priority, and due date.
- Every task links to the placement, so the record stays connected.
General
Casa do Porto
Cerro Alto Malbec (2024)Jack RepsonAssigned by Patricia AdminsonDec 5, 2025Automatic follow-up
A real event creates the task.
When an order is submitted or approved, or a placement's status changes, Masava creates the follow-up and routes it to the rep who owns that account. Execution stops depending on whether each rep remembered.
- Tasks created automatically from real events, not memory.
- Routed to the account's owner, no manual handoff.
- Consistent across every rep, so the standard holds at scale.
Placement surveyThe Copper TapHighFollow upRiverside Grill & BarMediumFollow upHudson Wine & SpiritsHighStaff trainingLa Mesa CantinaLowSurveyBrickhouse Brewing Co.MediumCoordinate at scale
One signal, a coordinated hit list.
Filter an account list on a live signal — a vintage back in stock that certain accounts bought last year but haven't reordered, or accounts buying a category but not your comparable product — and create the tasks across the whole list at once. Fan the same directive across a selection of accounts or every location of a chain.
- Filter accounts on a live signal, then task the whole list at once.
- Bulk-coordinate across many accounts or a chain's locations.
- Each task routes to the right owner automatically.
Bulk task5tasksTasting5 accountsCerro Alto Malbec (2024)Jack RepsonAssigned by Patricia AdminsonDec 5, 2025Create 5 tasksActivity types
The type decides what done means.
Tastings, surveys, follow-ups and shelf resets are all tasks, not the same job. Each type carries its own fields.
- Tastings, surveys, follow-ups and resets, each with its type
- The type carries the fields that job needs
- A typed task cannot close until the work is recorded
Tasting — Cerro Alto Malbec (2024)Closes with the buyer’s response recordedOpenDoneSurvey — shelf and price checkCloses with the shelf capturedOpen
Follow-up — sample left Jun 28Closes with an outcome, not a tickOpen
Shelf reset — spring setCloses with the set photographedOpenRelated