Infinity3 Help Centre

Use these checks when a task you created or expected cannot be found.

Check the task list

1. Open Contacts → Tasks in the correct Infinity3 account.
2. Clear active filters, including assignee, due date and status.
3. Check whether the task was completed and excluded by your current view.
4. Sort by Created At or Updated At to help locate recent work.
5. Open a possible match and check its details before making changes.

Check its contact association

A task can exist without a linked contact. If it is missing from a customer’s record, check the main task list.

Use Contact → Unassigned or the available “no contact” option to find internal tasks. This describes the contact association, not whether the task has a team member assigned.

Check automated creation

If a workflow should have created the task, review whether the event met its trigger conditions and whether the Add Task action ran successfully.

Avoid creating a replacement until you have checked for an existing task.

Ask for help

If it may have been deleted, contact your administrator or Infinity3 promptly. Official documentation describes a two-month task restoration window, but do not assume an older task can be recovered.

Include the title, assignee, approximate creation time, linked contact and workflow name where relevant.