Create a Task

Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies.

Tasks keep important reminders and follow-ups tied directly to your deals, contacts, and companies.

Important: this feature requires the paid Operations add-on.

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Creating a New Task

1. On the Tasks page, click New Task.

2. This opens the Create New Task dialog.

In the dialog, fill out the following details:

• Task Title – A clear name for the task (e.g., “Call customer for follow-up”).

• Deal – Select the Deal to link this task to. (Some basic deal details can be edited here.)

• User – Assign the task to yourself or another team member.

• Description – Add any notes or details about the task.

• Due Date & Time – Set when the task should be completed. Add a due date so the task appears in Upcoming.

Use a single task for one-off work. If you need the same group of tasks on multiple deals, use Checklists instead.

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Where Does the Task Appear?

• A newly created task will appear on the Upcoming tab if assigned a due date.

• The task is also automatically shown on the related Deal, Contact and Company pages, in both the Tasks section and the Activity log.

Related articles

Introduction to Tasks

Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals.

Managing Tasks

Manage your task workflow in PaintScout — create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders.