To create a task in the Projects module from a Deal card in Papo's Kanban (https://papo.global/), use the conversion option available on the card itself. The contact and assignee are linked automatically, allowing post-sale delivery or onboarding to be managed with full traceability, without duplicating information.
When a sale is closed in Kanban, the work doesn't end. You need to deliver what was sold, configure the customer, or carry out onboarding. Instead of manually recreating a task in another tool, Papo connects the sales funnel to the Projects module, turning the Deal into a traceable activity for the execution team.
Flow summary: from Deal card to Project task
| Step | Action | Result |
|---|---|---|
| 1. Card in Kanban | Open the Deal card that needs to become a delivery. | Full sale context, contact, and history visible. |
| 2. Create project task | Trigger the option to create a project task from the card. | Creation form opens with the contact already linked. |
| 3. Configure the task | Choose the project, set title, priority, assignee, and due date. | Task appears on the Project's Kanban board, ready for execution. |
| 4. Track the delivery | The team moves the task card between columns (To do → In progress → Done). | Manager can view progress without asking the salesperson. |
Why create the Project task directly from the Deal
The transition between sales and operations is a critical failure point. Information gets lost, deadlines are forgotten, and the customer feels the friction. By generating the project task from the Kanban card, you eliminate these breaks:
- Preserved context: The contact and negotiation history remain accessible in the task. Whoever executes it knows exactly what was agreed, with no rework.
- Clear responsibility: The task is created with a defined assignee and due date. No one is left wondering who should make the delivery.
- Visibility for the manager: The card appears on the project's Kanban board, allowing you to track the progress of all post-sale deliveries in one place.
How it works: step by step
1. Locate the Deal in the Kanban funnel
In the Kanban module, find the Deal card that has moved to a stage requiring operational action — for example, "Closed" or "Awaiting implementation".
2. Trigger project task creation
Inside the card, the platform offers a way to convert the Deal into a project task. When you trigger it, the creation form is displayed with the sale's contact already linked automatically.
3. Fill in the task details
Define the information that will guide execution:
- Destination project: choose which project the task will be created in (e.g., "Customer onboarding" or "2025 deliveries").
- Title: describe the delivery clearly (e.g., "Set up environment for ClĂnica Vida").
- Description: add instructions, links, or relevant notes.
- Priority: urgent, high, medium, or low.
- Assignee: select the team member who will execute the task.
- Due date: set the deadline for completion.
Save the task. It will appear immediately on the chosen project's Kanban board, in the "To do" column.
4. Track execution in the Projects module
The responsible team can move the card between columns as work progresses, add comments, and mark it complete. The salesperson or sales manager can check the status without leaving the sale context.
Who this flow is useful for
- Salespeople and SDRs who need to hand off to the CS or implementation team without losing information.
- Project managers who receive sales demands and need to organize deliveries with deadlines and assignees.
- B2B companies with a consultative sales cycle, where closing is followed by onboarding, configuration, or technical delivery.
- Operations teams already using Kanban and Projects in Papo and wanting to eliminate duplicate records.
Frequently asked questions
Does this task replace the internal tasks in the Deal card?
No. Tasks created inside the Kanban card are exclusive to sales follow-ups and do not appear in the Projects module. The project task is used to manage operational deliveries, while Kanban tasks control commercial actions.
Is the Deal contact automatically linked to the project task?
Yes. When you create the task from the card, the link to the contact is maintained, allowing the execution team to access the conversation history and customer data without manual searches.
Can I choose any project as the destination?
Yes. At creation time, you select the active project that will receive the task. You can have different projects for delivery types (e.g., "Onboarding", "Technical support", "Customizations").
Can I create more than one project task from the same Deal?
Yes. If the sale generates multiple deliveries, you can create as many tasks as needed, each in its respective project.
Does the created task appear in the sales Kanban?
No. It is visible only in the Projects module, on the chosen project's board. The original Deal card remains in the sales funnel.
Do I need any special permission to use this feature?
You need access to the Kanban and Projects modules in your Papo account. Permissions are managed by the platform administrator.
See also
- How to create a Project task from a conversation
- How to create and manage tasks linked to a Deal in Kanban
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With Papo, you connect sales and operations in the same panel, without losing customer context.