---
title: Create a task in Infinity3
description: "Record the next action for a customer or an internal job so it is easy to find and follow up. #### Before you start You’ll need access to Tasks. Decide what needs doing, who will do it and when it…"
url: "https://www.infinity3.co.uk/help/create-a-task-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Tasks & Team Collaboration"
---

# Create a task in Infinity3

Record the next action for a customer or an internal job so it is easy to find and follow up.

#### Before you start

You’ll need access to Tasks. Decide what needs doing, who will do it and when it should be finished.

#### Create your task

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open **Contacts** → **Tasks**.
3. Select **Add Task**.
4. Enter a clear title, such as “*Call Alex about the website proposal*”.
5. Add a description explaining the required outcome and any useful context.
6. Choose the due date and time.
7. Select the responsible team member and relevant contact, where appropriate.
8. Select **Save**.

You can also create a task from the task panel within a contact or opportunity record where available.

#### Make the task useful

Use an action in the title and include enough detail for someone to complete the work without searching through unrelated messages.

For example: “*Confirm the customer’s preferred start date and add their answer to the contact notes.*”

#### Things to know

- Leave the contact field empty for internal work that does not relate to a customer.
- Creating a task does not perform the action described in it.
- Check the linked record before saving customer work.
- Task controls may vary with your account’s layout.

If Tasks is missing, contact Infinity3 to check your access.