🔒 This feature requires the paid Operations Add-on.
Tasks in PaintScout are to-do items linked to deals that help you track sales follow-ups, production handoffs, and other job-related actions. Each task automatically connects to the related contact and company.
For repeat workflows, use Checklists. Checklists let you apply a reusable set of tasks to a deal in one step.
The Tasks Page
The Tasks page gives you a clear overview of everything you and your team need to get done.
Tasks from Checklists will not appear on the Tasks page unless they are assigned and have a due date and time.
Task Categories
Upcoming: All upcoming tasks, sorted by due date.
Overdue: Tasks that are past their due date. These are highlighted in red for visibility.
Completed: Tasks that have been finished. Completed tasks appear with a strikethrough.
All: A combined view of every task, regardless of status.
Filtering and Sorting
Filter by User: Focus on tasks assigned to specific team members.
Sort Tasks: Organize by due date, user or more to prioritize work.
Click the Column Sorter icon to select which categories you'd like to filter by
Managing Tasks
Each task has a "..." (More) menu with quick actions:
Edit Task: Update details like due date, description, or assignment.
View Deal: Jump directly to the linked Deal for full context.
Delete Task: Remove a task that’s no longer needed.
When to Use Checklists
Use a checklist when the same set of tasks repeats across deals. This works well for sales handoffs, production kickoff, and closeout steps, or as a list of "to-dos".
Add a checklist on the deal's Tasks tab. Then assign owners and due dates to each task. Learn how to use Checklists >
✅ Next Steps: