> 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=""><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=""><figcaption></figcaption></figure>

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Introduction to Tasks</strong></td><td>Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals.</td><td><a href="/pages/rTWt12f31f9YgsvV8Gf8">/pages/rTWt12f31f9YgsvV8Gf8</a></td></tr><tr><td><strong>Managing Tasks</strong></td><td>Manage your task workflow in PaintScout — create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders.</td><td><a href="/pages/Qa7WOIGTmp8mS5NaqvKB">/pages/Qa7WOIGTmp8mS5NaqvKB</a></td></tr></tbody></table>


---

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