To manage post-sale tasks with due dates in Papo's Kanban (https://papo.global/), adapt a pipeline with stages that reflect the delivery and follow-up cycle — such as “Awaiting shipment,” “In production,” and “Delivered” — and create tasks inside cards with a deadline and owner. This way, each commitment becomes a trackable card, and automatic reminders prevent you from missing follow-up or delivery deadlines.
Instead of controlling deliveries and post-sale contacts in spreadsheets or separate calendars, you gather all activities in the same visual pipeline that already manages your sales. Papo integrates Kanban with CRM and Super Chat, allowing you to schedule alerts and move cards as the post-sale task status evolves.
Post-sale flow summary via Kanban
| Stage | Action | Where |
|---|---|---|
| Build the pipeline | Create columns such as “Awaiting shipment,” “In production,” “Delivered,” “Follow-up scheduled,” and “Completed” | Kanban module |
| Register tasks | Create a card for each post-sale commitment with customer, description, and due date | Card in Kanban |
| Schedule alerts | Add a task with a deadline and owner inside the card | Task card |
| Enable automatic follow-up | Configure Kanban to notify if a card stays too long in a critical stage | Pipeline settings |
| Track progress | Move the card between columns as delivery or follow-up advances | Drag and drop or Super Chat |
| Measure results | List completed cards and check pending items by owner | Super Chat or Reports |
How it works
1. Build a pipeline dedicated to post-sale
Create a Kanban pipeline named “Post-sale” and define stages that mirror the lifecycle of your deliveries and follow-ups. Example columns:
- Awaiting shipment – orders or documents that need to be dispatched.
- In production – items being prepared or services in progress.
- Delivered – physical or digital delivery completed, but not yet confirmed by the customer.
- Follow-up scheduled – satisfaction or renewal contact scheduled for a future date.
- Completed – task finished and confirmed.
With this structure, you can see on screen how many activities are in each phase and where to act first.
2. Register each commitment as a card
Each card represents a post-sale task. When creating it, fill in the customer name, a clear description of what needs to be done (e.g., “Send signed contract to Clínica Vida”), and, if desired, an estimated value associated with it. Link the card to the corresponding contact to keep the history unified.
Move the card to the stage that reflects the task's current moment. For a delivery that hasn't started yet, the initial column will be “Awaiting shipment” or “In production.”
3. Schedule reminders with tasks and deadlines
Open the card and create an internal task for the commitment. Fill in:
- Title – e.g., “Deliver monthly report to Company X.”
- Owner – who will perform the action.
- Deadline – set the exact due date.
The task is attached to the card and can be viewed directly there. Although Kanban tasks do not trigger automatic notifications by themselves, Papo's Kanban has automatic follow-up. You can configure the pipeline to alert the team whenever a card remains idle for too long in a stage such as “Awaiting shipment,” for example. This way, no critical deadline goes unnoticed.
4. Use Super Chat to speed up creation and tracking
With Super Chat, you don't need to navigate to the card. Type commands such as:
create task 'Send renewal proposal to Clínica Vida' for 15/07move deal from [contact] to stage Deliveredlist all won deals in Kanbanto see completed tasks and the total value, if applicable
This reduces operation time and keeps the focus on customer service.
5. Move cards as the task advances
When the delivery is dispatched, drag the card to “Delivered.” If there is a scheduled follow-up, move it to “Follow-up scheduled” and create a new task with the contact date. When finished, move the card to “Completed.” This movement records the outcome and lets you see at a glance how many activities are still pending.
6. Measure post-sale success
To know how many tasks were completed in a period, use Super Chat with the command Wow of the month or closed sales — the system returns cards marked as won. In the Reports module, the pipeline summary shows how many cards are in each stage, helping identify bottlenecks and calculate the completion rate of post-sale activities.
Who it is useful for
- Companies that sell physical products or services with delivery stages and need to control shipping, installation, or follow-up deadlines.
- Customer success or operations managers who want a centralized view of post-sale pending items, without relying on spreadsheets or manual reminders.
- B2B operations with complex deliveries where multiple activities need to be executed after the deal is closed.
Frequently asked questions
Do tasks with due dates trigger automatic notifications?
Tasks created inside a Kanban card do not generate notifications on their own. However, you can configure the pipeline's automatic follow-up to alert the team when a card stays idle for too long in a critical stage, such as “Awaiting shipment.” For reminders based on an exact date, the Projects module offers this functionality.
Can I see all post-sale tasks with deadlines in one place?
Tasks are visible inside each card. For a consolidated view of all activities with dates, the Projects module is the recommended tool, as it allows you to list tasks by project and by owner.
Is it possible to assign a post-sale task to another team member?
Yes. When creating the task in the card, you can select any team member as the owner, as long as they have access to the pipeline.
How do I move a card using only Super Chat?
Use commands such as move deal from [contact name] to stage [stage name]. Super Chat performs the action without you needing to open Kanban.
Does automatic follow-up work in any stage of the pipeline?
Yes. You can configure the inactivity alert for any column in the pipeline, defining the maximum time a card can remain idle before the team is notified.
Can I use the post-sale Kanban together with the sales Kanban?
Yes. Papo allows you to create multiple independent pipelines. You can keep one pipeline for sales and another for post-sale, each with its own stages and rules.
Read also
- How to use Kanban to manage contract renewals
- How to create and manage tasks linked to a deal in Kanban
With Papo, you organize all post-sale tasks in the same visual pipeline, reducing the risk of forgetting deadlines and improving the customer experience.