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 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.

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

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➕ 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

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📑 Using Checklists

Use checklists for repeat workflows like handoffs, kickoff steps, and closeout. Apply a checklist from a deal's Tasks tab, then assign owners and due dates to each task. Checklists

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✏️ Editing Tasks

Update a task's title, due date, description, or assigned user if details change. Edit a Task

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✅ 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

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🗑 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

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📋 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)

Pro tip: Use single tasks for one-time reminders. Use checklists when your team repeats the same process across deals.

Related articles

Introduction to Tasks

Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals.

Create a Task

Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies.