Kick off delivery

When a deal is won, the work has to start — and dpaperwork treats the two as one motion. Marking the deal Closed Won creates the delivery project for you. From there you fill it with tasks by naming them, not by clicking "add" five times.

Winning the deal creates the project

You don't create the project by hand. Tell Chat you won, and it closes the deal and spins up the project against the same client.

In Chat

We won the Meridian Retail brand refresh. Start a project for it — kickoff on 3 August, delivery by 30 September.

Meridian Retail – Brand Refresh

active

Deal closed — Meridian Retail – Brand Refresh marked as Closed Won. Project created — Meridian Retail – Brand Refresh. Want me to add any tasks, assign team members, or draft a Statement of Work to kick things off?

Load it with tasks in one line

List the tasks in a sentence. Each becomes its own card on the project.

In Chat

Add three tasks on that project: audit the existing brand assets, run the stakeholder workshop, and present the first identity route.

Tasks (3)

Audit the existing brand assets
todo
Run the stakeholder workshop
todo
Present the first identity route
todo

All three tasks are live on the Meridian Retail – Brand Refresh project: Audit the existing brand assets; Run the stakeholder workshop; Present the first identity route. Want to set due dates, assign owners, or adjust priorities on any of these?

Run it from the board

Chat is fastest for creating the work. Delivery is where you watch it move — across every client's project at once.

DeliveryMeridian Retail – Brand Refresh

Open the project to sequence the tasks, set due dates, and assign owners. Drag a task across the board — Backlog, Todo, In Progress, Review, Done — as the work moves, the same board every client's delivery lives on.