Infinity3 Help Centre

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.