---
title: Assign tasks and hand over work in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/assign-tasks-and-hand-over-work-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Tasks & Team Collaboration"
---

# Assign tasks and hand over work in Infinity3

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.