> 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/introduction-to-tasks.md).

# Introduction to Tasks

Tasks in PaintScout are to-do items linked to [deals](/support/operations/deals/introduction-to-deals.md) that help you track sales follow-ups, production handoffs, and other job-related actions. Each task automatically connects to the related [contact](/support/contacts-and-companies/contacts-and-companies/how-to-create-a-new-contact.md) and [company](/support/contacts-and-companies/contacts-and-companies/how-to-create-a-new-company.md).

For repeat workflows, use [Checklists](/support/operations/tasks/checklists.md). Checklists let you apply a reusable set of tasks to a deal in one step.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

***

## The Tasks Page

The Tasks page gives you a clear overview of everything you and your team need to get done.

<figure><img src="/files/FhIYmr0cTO0jjea6XJso" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Tasks from Checklists will not appear on the Tasks page unless they are assigned and have a due date and time.
{% endhint %}

***

## Task Categories

* **Upcoming:** All upcoming tasks, sorted by due date.
* **Overdue:** Tasks that are past their due date. These are highlighted in **red** for visibility.
* **Completed:** Tasks that have been finished. Completed tasks appear with a **strikethrough**.
* **All:** A combined view of every task, regardless of status.

***

## Filtering and Sorting

* **Filter by User:** Focus on tasks assigned to specific team members.

  <figure><img src="/files/uSy4nUiWWT2ZXf9Mv113" alt=""><figcaption></figcaption></figure>
* **Sort Tasks:** Organize by due date, user or more to prioritize work.
* Click the **Column Sorter** icon to select which categories you'd like to filter by

  <figure><img src="/files/ZakCrhYpxINji2DanBND" alt=""><figcaption></figcaption></figure>

***

## Managing Tasks

Each task has a **"..." (More)** menu with quick actions:

<figure><img src="/files/iEGOx3e6FagVA5aPBHzw" alt=""><figcaption></figcaption></figure>

* **Edit Task:** Update details like due date, description, or assignment.
* **View Deal:** Jump directly to the linked Deal for full context.
* **Delete Task:** Remove a task that’s no longer needed.

***

## When to Use Checklists

Use a checklist when the same set of tasks repeats across deals. This works well for sales handoffs, production kickoff, and closeout steps, or as a list of "to-dos".

Add a checklist on the deal's **Tasks** tab. Then assign owners and due dates to each task. [Learn how to use Checklists](/support/operations/tasks/checklists.md).

&#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>Create a Task</strong></td><td>Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies.</td><td><a href="/pages/beJ1IV4UKuR5gXJ73cRQ">/pages/beJ1IV4UKuR5gXJ73cRQ</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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