> 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 Create and manage tasks to stay organized and follow up on important to-dos. 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 users, 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 ## 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 --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.paintscout.com/support/operations/tasks.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.