---
title: "Add notes and follow-up tasks to contacts in Infinity3"
description: "Record useful customer information and create tasks so the next step has a clear owner. Use a note for context and a task for something that needs doing. #### Before you start You’ll need access to the customer’s contact record…"
url: "https://www.infinity3.co.uk/help/add-notes-and-follow-up-tasks-to-contacts-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Contacts & CRM"
---

# Add notes and follow-up tasks to contacts in Infinity3

Record useful customer information and create tasks so the next step has a clear owner.

Use a note for context and a task for something that needs doing.

#### Before you start

You’ll need access to the customer’s contact record and permission to manage notes and tasks.

####  Add a note

1. Open **Contacts** and find the customer.
2. Click their name to open the record.
3. Open **Note**s and select the option to add a note.
4. Write a clear summary of the discussion or update.
5. Save the note.

For example: “*Customer requested a quote for website support. Confirm the scope before preparing pricing.*”

#### Create a follow-up task

1. In the same contact record, open **Tasks**.
2. Select the option to add a task.
3. Enter a clear title and relevant details.
4. Choose the responsible team member and due date.
5. Save the task.

For example: “*Call customer to confirm website support requirements.*”

#### Complete a task

Open **Tasks** on the contact record and mark the task complete once the work is finished. Add a note if the result will help colleagues.

#### Things to know

- Notes and tasks are internal records; they are not customer replies.
- Visibility depends on your team’s permissions.
- Record the information colleagues need to continue the work.

If these options are missing, contact Infinity3 to check your access.