---
title: "Create follow-up tasks automatically in Infinity3"
description: "Use a workflow to create a task when a relevant event occurs, such as a customer submitting an enquiry form. #### Before you start You’ll need workflow access. Choose the event, responsible team member and deadline. Check whether another workflow…"
url: "https://www.infinity3.co.uk/help/create-follow-up-tasks-automatically-in-infinity3/"
updated: "2026-10-09"
category: "Infinity3 Platform / Tasks & Team Collaboration"
---

# Create follow-up tasks automatically in Infinity3

Use a workflow to create a task when a relevant event occurs, such as a customer submitting an enquiry form.

#### Before you start

You’ll need workflow access. Choose the event, responsible team member and deadline. Check whether another workflow already creates the same task.

#### Configure the workflow

1. Open **Automation → Workflows** and create or edit a workflow.
2. Add the appropriate trigger and filters for the intended event.
3. Add an **Add Task** action.
4. Enter a clear task title and description.
5. Select the responsible user in **Assign To**.
6. Set **Due In**, with an optional **Due Time** and weekend exclusion where shown.
7. Review the due-date preview and save the action.

#### Test before publishing

Run the intended event with a test contact. Open **Contacts → Tasks** and confirm the task’s owner, contact, description and deadline.

Check the workflow history if the task is missing. Publish once the result matches your intended process.

#### Things to know

- Creating a task does not carry out the work described in it.
- Review re-entry settings so repeated events do not create unwanted duplicate tasks.
- Check notification settings separately; a task appearing in the list does not prove the assignee received an alert.

Contact Infinity3 with the workflow name and test details if the result is unexpected.