Infinity3 Help Centre

Give a colleague clear responsibility for the next step and include the information they need.

Before you start

You’ll need permission to edit the task and an available team member to assign it to.

Assign or reassign a task

1. Open Contacts → Tasks, or the relevant record’s task panel.
2. Find the task and open its title or edit control.
3. Review the title and description.
4. Use Assign to or Assignee to select the responsible team member.
5. Check the due date and any linked customer or opportunity.
6. Save the changes.

Prepare a clear handover

Include what has already happened, what the colleague needs to do and what a completed result looks like.

For example: “The customer has approved the scope. Confirm a start date, then record it against the opportunity.”

For an internal task, such as preparing meeting materials, leave the contact association empty unless it serves a useful purpose.

Check the handover

Ask the colleague to confirm that they can see the task and any linked record. Task ownership and access to customer information are separate checks.

Things to know

• Reassigning a task does not itself change the contact or opportunity owner.
• Do not rely on a notification until your team has checked its settings.
• Update the existing task when responsibility changes to avoid duplicate work.

If a colleague cannot see an assigned task, contact Infinity3 with the task title and user details.