To create and manage tasks linked to a deal in Papo's Kanban (https://papo.global/), open the opportunity card in the sales funnel and use the add task option to define activities with due date, assignee, and description, ensuring every follow-up is executed at the right time and recorded in the customer's history.
Keeping the sales pipeline active requires concrete actions after each interaction. Tasks within a deal card let you turn intentions into trackable activities without leaving the CRM. For example, you can create a reminder to call the customer on Friday or to send the revised proposal by end of day, assigning responsibility to a specific team member.
Summary of actions in deal tasks
| Action | How to do it | Result |
|---|---|---|
| Create task in card | Inside the card, click to add a new task and fill in title, assignee, and due date. | Task linked to the deal, visible in the card and history. |
| Create via Super Chat | Type create task 'Call the customer' for tomorrow in Super Chat. |
Task created and associated with the deal in context. |
| Complete task | Mark the task as complete directly in the card. | Automatic record in the deal's activity history. |
| Track pending items | Open the card and check the list of open tasks. | Clear view of the next steps for that opportunity. |
Step by step: how to create and manage tasks in a deal
1. Access the Kanban funnel and locate the deal
In Papo's side menu, go to the Kanban module. You'll see the configured sales funnels, with columns representing your process stages. Identify the deal card that needs a follow-up action.
2. Open the deal card
Click the card to expand the opportunity details. The card displays conversation history, manual notes, stage movements, and the tasks section.
3. Add a new task
Inside the card, find the tasks area and use the option to create a new activity. The platform will open the necessary fields to fill in.
4. Fill in the task details
Define the information that will ensure execution:
- Title: describe the action clearly (e.g., “Send updated proposal”).
- Description: add details, links, or complementary instructions.
- Assignee: choose the team member who will execute the task.
- Due date: select the deadline date and time for completion.
Save the task. It will be immediately visible in the card, and the assignee can track it.
5. Track and complete tasks
Whenever a task is finished, simply mark it as complete in the card itself. The record is automatically added to that deal's history, allowing anyone on the team to know what has already been done and what is still pending.
Who it's useful for
Creating tasks linked to deals is especially valuable for:
- Salespeople who need to remember follow-ups without relying on external notes.
- Sales managers who want visibility into team actions on each opportunity.
- B2B operations with long cycles, where multiple activities need to be executed before closing.
Frequently asked questions
Do card tasks appear in the Projects module?
No. Tasks created within a deal card are exclusive to the CRM Kanban and are not replicated in the Projects module, which is aimed at managing team projects and deliverables.
Can I assign a task to another team member?
Yes. When creating the task, you can select any team member as assignee, as long as they have access to the sales funnel.
Is it possible to set reminders for tasks?
Currently, Kanban tasks do not trigger automatic reminders. For deadline notification needs, you can use the Projects module, which offers this functionality.
How do I see all pending tasks from my deals at once?
Tasks are viewed within each card individually. For a consolidated view of all team activities, the Projects module is the recommended tool.
Are completed tasks recorded in the customer's history?
Yes. The deal card displays the complete activity history, including created and completed tasks, ensuring traceability of all follow-up actions.
Can I create tasks using Super Chat without opening the card?
Yes. With Super Chat, you can type commands such as create task 'Prepare presentation' for Friday and the platform will create the task associated with the deal in context, speeding up the record.
Read also
- How to create a Deal directly from the WhatsApp conversation
- How to configure the sales funnel for a complex B2B cycle in Kanban
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