**To manage contract renewals in Papo's Kanban (https://papo.global/), adapt a pipeline with stages that reflect the contract cycle — such as "Active contract," "Renewal proposed," and "Renewed" — and create tasks on the cards with due dates. This way, each contract becomes a trackable card, and automatic reminders keep you from missing the renewal deadline.**

Instead of spreading dates across spreadsheets, you bring contracts, owners, and follow-ups together in the same visual pipeline you already use to manage sales. Papo integrates Kanban with the CRM and Super Chat, allowing you to schedule alerts and move cards according to the renewal status.

## Summary of the renewal flow via Kanban

| Stage | Action | Where |
| :--- | :--- | :--- |
| Build the pipeline | Create columns such as “Active contract,” “Expiring in 30 days,” “Renewal sent,” “Renewed,” “Lost” | Kanban module |
| Register contracts | Create a card for each contract with value, customer, and due date | Card in Kanban |
| Schedule alerts | Add a task with a due date and owner inside the card | Contract card |
| Enable automatic follow-up | Configure Kanban to notify if the card stays too long in the renewal stage | Pipeline settings |
| Track progress | Move the card between columns as the negotiation advances | Drag and drop or Super Chat |
| Measure results | List the “won” cards (renewed) and see the total in R$ | Super Chat or Reports |

## How it works

### 1. Build a pipeline dedicated to contracts
Create a Kanban pipeline named “Contract renewals” and define stages that mirror your service lifecycle. Example columns:

- **Active contract** – active contracts with no immediate action.
- **Expiring in 30 days** – visual alert for contact priority.
- **Renewal proposal sent** – after contacting the customer.
- **Renewed** – deal won (marked as *won*).
- **Lost** – customer who did not renew (marked as *lost*).

With this structure, you can see on screen how many contracts are in each phase and where to act first.

### 2. Register each contract as a card
Each card represents a contract. When creating it, fill in the customer name, estimated value (the monthly fee or ticket), and, in the description or a note, the due date. If the customer is already in your contact base, link the card to the contact to keep a unified history.

Move the card to the stage corresponding to the contract's current moment. For contracts that are already active, the initial column will be “Active contract” or “Expiring in X days.”

### 3. Schedule reminders with tasks and deadlines
Open the card and create a task for the renewal. Fill in:

- **Title** – e.g., “Renew contract for Company X.”
- **Owner** – who will make the contact.
- **Deadline** – set a date close to the expiration or an interval before it (e.g., 30 days before).

The task is linked to the card and appears in the Projects module, where you can see all team tasks with dates. When the deadline approaches, the platform signals it — and if you use the Projects module for tasks with dates, reminders are generated automatically.

Papo's Kanban also has **automatic follow-up**. You can configure the pipeline to alert the team whenever a card remains idle for too long in the “Expiring in 30 days” stage, for example. This way, no contract goes without action.

### 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 'Renew contract for Clínica Vida' for 07/15`
- `move deal from [contact] to the Renewal sent stage`
- `list all Kanban wins` to see the total renewed in R$

This reduces operation time and keeps the focus on customer service.

### 5. Move cards as the renewal advances
When you make contact and send the proposal, drag the card to “Renewal proposal sent.” If the customer accepts, move it to “Renewed”; if they decline, to “Lost.” This movement records the outcome and feeds the pipeline's conversion reports.

### 6. Measure renewal success
To know the renewed financial volume, use Super Chat with the command `Wow of the month` or `closed sales`. The system returns the total in R$ of cards marked as *won*. In the Reports module, the pipeline summary shows how many contracts are in each stage and lets you calculate the renewal rate — essential for financial planning and commissioning.

## Who it is useful for

- **Companies with subscriptions, service contracts, or recurring licenses** that need clear control of expiration dates and follow-ups.
- **Sales or customer success managers** who want a centralized view of active contracts and renewal tasks, without relying on spreadsheets or manual reminders.
- **B2B operations with long contract cycles** where renewed value is a critical revenue metric.

## Frequently asked questions

### How do I set up automatic expiration alerts?
Papo's Kanban has adjustable automatic follow-up — you can define that the system notifies when a card stays many days in the same stage (e.g., “Expiring in 30 days” without movement). For reminders on the exact date, create a task with a deadline inside the card. Tasks are consolidated in the Projects module, which sends notifications according to the deadline.

### Can I import multiple contracts at once?
Card creation can be sped up via Super Chat, but batch import from a spreadsheet is not a native Kanban feature. You can create cards manually or use repeated commands via Super Chat. For details on import options in other modules, consult Papo.

### Does Kanban send an automatic message to the customer on the expiration date?
Not directly, but you can combine Kanban with other modules. For example, create a Flow or a Sequence to trigger an automatic WhatsApp message when the customer enters a specific stage. This way, the card in the pipeline triggers the communication, and the history stays in the conversation.

### How do I see all contracts expiring next week?
Just access the contracts pipeline and look at the “Expiring in 30 days” column (or a shorter window, if you create stages such as “Expiring in 7 days”). The cards are grouped, and you can see the pending tasks in each one. For an overview of all team tasks, use the Projects module.

### Can the renewal task be recurring?
Tasks on the card are one-off. To renew the reminder each cycle, create a new task after completing the previous one. If you need scheduled repetitions, you can use Sequences in the Flows module to trigger internal reminders or automatic actions at regular intervals.

### How does Kanban help increase the renewal rate?
By centralizing expiration dates and generating alerts, you eliminate forgetfulness and reach out at the right time. The visual movement of cards makes prioritization easier, and the manager can track each contract's status without relying on manual updates.

## Read also

- [How to create and manage tasks linked to a deal in Kanban](/hc/papo/articles/how-to-create-and-manage-tasks-linked-to-a-deal-in-kanban)
- [How to use Kanban to track the financial value of each pipeline stage](/hc/papo/articles/how-to-use-kanban-track-financial-value-funnel-stages)

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With Papo's Kanban, every expiration date becomes a trackable action, and you don't miss renewals for lack of a reminder.