> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/tasks.md).

# Tasks

Tasks are simple to-do items you can assign to yourself or your team. Use them for reminders, follow-ups, and job actions linked to a deal. For repeat workflows, use [Checklists](/support/operations/tasks/checklists.md) to apply multiple tasks at once.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

## How tasks work

Each task is tied to a deal and also appears on the related contact and company records. You can create one-off tasks, assign owners, set due dates, complete tasks, reopen them, or delete them when they are no longer needed.

Tasks support:

* One-off reminders and follow-ups
* Assigned owners and due dates
* Upcoming, Overdue, Completed, and All task views
* Filtering and sorting on the Tasks page
* Reusable checklists for repeat workflows

## Recommended first reads

* [Introduction to Tasks](/support/operations/tasks/introduction-to-tasks.md) — Learn how the Tasks page, filters, and categories work
* [Managing Tasks](/support/operations/tasks/managing-tasks.md) — See the main task actions in one workflow
* [Checklists](/support/operations/tasks/checklists.md) — Build repeatable task workflows for Sales and Production

## In This Section

* [Introduction to Tasks](/support/operations/tasks/introduction-to-tasks.md) — Understand the Tasks page, categories, filters, and sorting
* [Managing Tasks](/support/operations/tasks/managing-tasks.md) — Create, edit, complete, and delete tasks in one workflow
* [Checklists](/support/operations/tasks/checklists.md) — Build reusable task templates for repeat workflows
* [Create a Task](/support/operations/tasks/how-to-create-a-task.md) — Add a new task with a linked deal, assignee, and due date
* [Edit a Task](/support/operations/tasks/how-to-edit-a-task.md) — Update task details, due date, or assignment
* [Mark a Task as Complete](/support/operations/tasks/how-to-mark-a-task-as-complete.md) — Check off completed tasks and reopen them if needed
* [Delete a Task](/support/operations/tasks/how-to-delete-a-task.md) — Remove tasks you no longer need


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