Infinity3 Help Centre

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.