For the complete documentation index, see llms.txt. This page is also available as Markdown.
Mark a Task as Complete
Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed.
When a task is finished, you can mark it as Complete to keep your Task list organized and up to date.
Important: this feature requires the paid Operations add-on.
✅ Completing a Task
Click the checkbox next to the task on the Deal, Contact, Company or Tasks page. Completed tasks are displayed with a strikethrough for easy reference.
On the Task page, the task will instantly move to the Completed tab.
🔄 Reopening a Task
If you mark a task complete by mistake, you can easily reopen it:
Go to the Completed tab.
Uncheck the checkbox next to the task.
Related articles
Edit a Task
Update task details including title, assigned user, description, and due date to keep your team aligned.
Delete a Task
Remove tasks that are no longer needed from your PaintScout task list while preserving completed task history.
