**Papo's Projects module is the ideal tool to plan internal tasks and projects, centralizing deliverables, deadlines, and owners in visual boards integrated with the CRM and conversations.** With it, you stop using spreadsheets or external tools to manage the team's daily work. Each project gets default columns (Pending, In progress, Completed) and you can create as many tasks as needed, defining title, description, priority level, and due date.

## Projects module overview

| Feature | What it does |
|----------------|-----------|
| List active projects | View all projects with name, status, deadline, and number of open tasks |
| Create project | Start a new board with default columns and the current user as owner |
| List tasks in a project | Open all tasks in a specific project |
| Most important tasks | Show the current user's priority tasks across all projects |
| Create task | Add a new task with title, description, priority, and due date |

## How to plan internal projects step by step

### 1. Create a project for each initiative
When you create a project, Papo automatically generates a board with three columns: Pending, In progress, and Completed. The user who creates the project becomes the initial owner. Use one project for each initiative — from launching a marketing campaign to recurring support team tasks or organizing internal training.

### 2. Add tasks with priority and deadline
Within each project, add tasks by providing title, description, priority level (urgent, high, medium, or low), and due date in ISO8601 format. This helps the team know what is urgent and when each item needs to be completed. You can create as many tasks as needed to detail all delivery steps.

### 3. Link tasks to customer or deal context
Although the Projects module does not have a specific field to link contacts directly, you can use the context of WhatsApp conversations or the CRM to create tasks related to a specific customer or request. For example, when identifying a need during a service interaction, create a task in the "Improvements" project with the description of what was requested, keeping traceability within the platform.

### 4. Track progress by moving tasks between columns
As work advances, drag tasks from Pending to In progress and then to Completed. This movement gives managers and colleagues full visibility into progress, eliminating the need for status meetings just to know what is being done.

### 5. Use the most important tasks list to focus on priorities
Papo automatically lists the current user's most important tasks, considering all projects. This way, each team member sees their priorities without navigating project by project, gaining agility in daily work.

### 6. Monitor overall progress through the project list
The active projects screen shows name, status, deadline, and number of open tasks. Managers can quickly identify bottlenecks and redistribute efforts before deadlines are missed.

## Who this module is for

- **Marketing teams** that need to coordinate campaigns, content creation, and reviews.
- **Sales teams** that want to track administrative tasks alongside the deal pipeline.
- **Support and Customer Success** teams that want to better organize internal improvements, training, or quality projects.
- **Managers** looking for a quick view of what is pending and what has already been delivered, without relying on spreadsheets or external tools.

## Frequently asked questions

### Can I assign a task to another team member?
Task creation allows you to define title, description, priority, and date. Assigning owners can be managed through permissions and project organization, but the platform does not expose a specific "owner" field on the task. The project itself is linked to the user who created it.

### How do Projects connect with WhatsApp conversations?
Although they are independent modules, you can use the context of conversations to create tasks related to a specific customer or request, keeping traceability within the platform.

### Can I see tasks from other team members?
Yes. When listing tasks in a project, you see all tasks in that board, regardless of who created them. The "most important tasks" list is personalized for the logged-in user.

### Do tasks have reminders or notifications?
The Projects module does not send automatic notifications about deadlines. To automate reminders, you can combine Projects with other Papo modules, such as Flows or Synapse, and configure date-based communications.

### Does the Projects module replace a sales Kanban?
No. The sales Kanban (CRM) is focused on deals and the sales pipeline. The Projects module is focused on internal tasks and team deliverables. You can use both complementarily: the Kanban for opportunities and Projects for activities that support operations.

### Do I need to pay more to use the Projects module?
The Projects module is part of Papo's feature set. For details about plans and availability, check the official website.

## Read also

- [How to configure your Papo account for a lean sales team](/hc/papo/articles/how-to-set-up-papo-account-lean-sales-team)

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