> 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/managing-tasks.md).

# Managing Tasks

Manage your task workflow in PaintScout — create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders.

Tasks in PaintScout help you track follow-ups, reminders, and job-related to-dos. Every task is linked to a deal and automatically connected to the related contact and company.

Use single tasks for one-off work. Use [Checklists](/support/operations/tasks/checklists.md) when you need the same task list on multiple deals.

This article gives you an overview of managing tasks, with links to detailed guides for each action.

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

***

## ➕ Creating Tasks

Add new tasks to remind yourself or assign them to a teammate. Add a due date so the task appears in **Upcoming**. [Create a Task](/support/operations/tasks/how-to-create-a-task.md)

***

## 📑 Using Checklists

Use checklists for repeat workflows like handoffs, kickoff steps, and closeout. Apply a checklist from a deal's **Tasks** tab. Each task’s assignee and due date come from the checklist settings, and you can change them on the deal. [Checklists](/support/operations/tasks/checklists.md)

***

## ✏️ Editing Tasks

Update a task's title, due date, description, or assigned user if details change. [Edit a Task](/support/operations/tasks/how-to-edit-a-task.md)

***

## ✅ Completing Tasks

Check off a task when it’s finished. Completed tasks move to the **Completed** tab with a strikethrough. If you mark one complete by mistake, you can reopen it. [Mark Complete](/support/operations/tasks/how-to-mark-a-task-as-complete.md)

***

## 🗑 Deleting Tasks

Remove a task if it's no longer needed. Deleted tasks are removed from the Tasks page, but activity history remains on the related Deal, Contact, and Company. [Delete a Task](/support/operations/tasks/how-to-delete-a-task.md)

***

## 📋 Viewing Tasks in Context

Tasks appear not only on the **Tasks page**, but also in the:

* **Deal page** (Tasks section + Activity)
* **Contact page** (Tasks section + Activity)
* **Company page** (Tasks section + Activity)

{% hint style="info" %}
**Pro tip:** Use single tasks for one-time reminders. Use checklists when your team repeats the same process across deals.
{% endhint %}

  

## 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="/support/operations/tasks/introduction-to-tasks.md">Introduction to Tasks</a></td></tr><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="/support/operations/tasks/how-to-create-a-task.md">Create a Task</a></td></tr></tbody></table>


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