To manage projects and tasks in Papo (https://papo.global), use the Projects module, located in the sidebar menu. It allows you to create boards to organize activities, define status columns such as "To Do", "In Progress", and "Done", and assign specific tasks to team members, with deadlines and priorities, centralizing the control of internal and client deliverables.
The Projects module is Papo Global's tool for organizing your team's work beyond customer service. It functions as a visual, Kanban-style task manager, where each project has its own board with columns representing the stages of a workflow. This helps provide clarity on who is responsible for each activity, what the deadlines are, and what stage each deliverable is in.
Projects Module Structure
The module was designed to be intuitive, organizing work into three main levels: Projects, Columns, and Tasks. When you create a new account in Papo Global, you'll already find an example project to get started.
| Component | Description | Usage Example |
|---|---|---|
| Project | The main container for a set of related tasks. It can represent a client, a department, or an internal initiative. | "Client X Onboarding", "Q3 Marketing Campaign", "New Feature Development". |
| Column | The stages of your workflow within a project. Tasks move between columns as they progress. | "To Do", "In Progress", "For Review", "Approved", "Done". |
| Task | The individual unit of work. Contains title, description, assignee, priority, and due date. | "Create art for post", "Draft contract", "Set up client account". |
How to manage projects and tasks step-by-step
Managing your activities in Papo Global is a simple process. Follow the steps below to organize your team's work.
1. Accessing and Creating a Project
First, find and click on Projects in the left sidebar menu of the Papo Global dashboard. If the item is not visible, it might be a matter of your user profile's permission or the module might not be active in your account. Speak to your account administrator to check.
To create a new project:
- Within the module, click the button to add a new project.
- Give the project a clear and descriptive name (e.g., "New Website Launch").
- The project will be created with standard columns: To Do, In Progress, and Done. You can edit these columns to suit your process.
Remember that new accounts already come with a project called Sales Department as a starting point.
2. Creating and Assigning Tasks
With the project created, the next step is to add tasks.
- Within the project, in the appropriate column (usually "To Do"), click to add a new task.
- Fill in the task details:
- Title: A short, direct name for the activity (e.g., "Prepare sales presentation").
- Description: Additional details, links, or instructions on what needs to be done.
- Priority: Define the urgency of the task.
- Due Date: Set a final deadline for completion.
- Assignee: Assign the task to a team member.
3. Tracking Progress
Tracking is visual. As work progresses, the task assignee should move it between columns. For example, when starting work on an activity, the task card is dragged from the "To Do" column to "In Progress".
This movement provides a real-time view of the status of all project deliverables, allowing managers to identify bottlenecks and monitor team productivity without having to ask each person individually.
Who is the Projects module for?
This tool is ideal for any team that needs organization and visibility over their deliverables, whether internal or for clients. Some examples:
- Marketing Agencies: To manage campaigns, content creation, and deliverables for multiple clients.
- Sales Teams: To organize the onboarding process for new clients or complex prospecting activities.
- Development Teams: To organize sprints and the development of new features.
- Administrative Departments: To control internal processes, such as hiring or event planning.
The main advantage is keeping task management on the same platform where client conversations and sales management (CRM) occur, unifying the operation.
Frequently Asked Questions
I can't find the "Projects" module in my menu. What should I do?
The Projects module may not be active for your company, or your user profile may not have permission to access it. Check with your Papo Global account administrator to review your permissions in Settings → Agents.
Can I customize project columns?
Yes. The standard columns ("To Do", "In Progress", "Done") are just a starting point. You can rename them, reorder them, or add new columns to exactly mirror your team's workflow.
How do I see all tasks assigned to me?
The platform offers a consolidated view that lists the most important tasks assigned to you across all projects you participate in. This makes it easier to prioritize your workday without having to open each project individually.
Is it possible to set deadlines for tasks?
Yes. When creating or editing a task, you can set a due date (due date). This helps the team organize itself and ensures that important deadlines are not missed.
Can I create a project for each client?
Yes, this is a great way to use the module. You can create a separate project for each client, making it easier to organize deliverables, track progress, and manage multiple accounts simultaneously.
Read also
- Papo Global dashboard overview: sidebar menu and modules
- How to create teams and distribute customer service in Papo Global
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