> 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

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** – 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.

<figure><img src="/files/yg88KzcMVbOT8whlAoO9" alt="Screenshot showing the Create New Task dialog with title, deal, user, description, and due date fields"><figcaption></figcaption></figure>

{% 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?

* Newly created tasks appear on the **Upcoming** tab of the Tasks page.
* The task is also automatically shown on the related **Deal, Contact, and Companies pages**, in both the **Tasks section** and the **Activity log**.

<figure><img src="/files/nZ5PvxIm1kdmticQazHJ" alt="Screenshot showing a newly created task appearing on the related Deal, Contact, and Company pages"><figcaption></figcaption></figure>

## Related articles

* [Introduction to Tasks](/support/operations/tasks/introduction-to-tasks.md) — Learn how tasks work across the Tasks page and linked records
* [Managing Tasks](/support/operations/tasks/managing-tasks.md) — Create, edit, complete, and delete tasks


---

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