> 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.
{% 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.
* **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
***
## Managing Tasks
Each task has a **"..." (More)** menu with quick actions:
* **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).
***
## Related articles
* [Create a Task](/support/operations/tasks/how-to-create-a-task.md) — Create tasks for reminders and follow-ups linked to deals, contacts, and companies
* [Checklists](/support/operations/tasks/checklists.md) — Build reusable task lists for repeatable workflows
* [Edit a Task](/support/operations/tasks/how-to-edit-a-task.md) — Update task details, assignment, and due dates
* [Mark a Task as Complete](/support/operations/tasks/how-to-mark-a-task-as-complete.md) — Close finished tasks and reopen them if needed
* [Delete a Task](/support/operations/tasks/how-to-delete-a-task.md) — Remove tasks that are no longer needed
* [Email Notifications](/support/account-settings/your-profile/setting-up-email-notifications.md) — Configure notifications for estimates, events, tasks, and deals
* [Managing Tasks](/support/operations/tasks/managing-tasks.md) — Create, edit, complete, and delete tasks
---
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