> 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/how-to-create-a-task.md). # 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. {% hint style="danger" %} **Important:** this feature requires the paid **Operations add-on.** {% endhint %} *** ## 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** – Choose yourself or another team member as the task's assignee. * **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**.

{% hint style="info" %} Use a single task for one-off work. If you need the same group of tasks on multiple deals, use [Checklists](/support/operations/tasks/checklists.md) instead. {% endhint %} *** ## 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.	Introduction to Tasks
Managing Tasks	Manage your task workflow in PaintScout — create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders.	Managing Tasks

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