From a won deal to a client project without retypingThe kick-off call is already the plan.

When a deal is won, its history usually stops being useful. The promises live in the sales notes, and the project starts from a blank board. Someone retypes what was agreed, and something gets lost.

Start from the note

Open the kick-off note and tap Start project. The project takes the meeting's title, its start date and its folder. Everyone on the call joins the team, so nobody is typed twice. Each action item and promise becomes a task with its owner and date. Untick what you want to skip.

Or start from the won deal

In the CRM, one tap on a won deal does the same, with the whole paper trail: every call, every promise and the price you agreed.

Every task remembers where it came from

Open any task and you see the words behind it.

"Good. I will confirm the migration path in the first week."Sam · Kick-off, Dec 1

The meeting note is one click away. When the client asks who promised what, the answer is already there. Later calls keep feeding the board: new promises wait above it until you accept or dismiss them.