Edit a Task

Update task details including title, assigned user, description, and due date to keep your team aligned.

Sometimes details change — you may need to adjust a due date, reassign a task, or update its description.

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

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Editing a Task

1. Locate the task you want to update (from Tasks page, or deal/contact/company)

2. Click directly on the task or the "..." (More) menu beside the task & edit.

3. In the edit dialog, you can update:

   • Task Title

   • Assigned User

   • Description

   • Due Date & Time

4. Click Save to confirm your changes.

Pro tip: When you reassign a task to another user, it will immediately appear in their task list and activity logs, keeping everyone aligned.

Related articles

Mark a Task as Complete

Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed.

Delete a Task

Remove tasks that are no longer needed from your PaintScout task list while preserving completed task history.