Infinity3 Help Centre

Set realistic deadlines and check that your team’s reminder process works as intended.

Before you start

You’ll need access to the task. Workflow reminders also require permission to manage automations.

Set or change a deadline

1. Open the task from Contacts → Tasks or its linked record.
2. Review what needs to be completed.
3. Select the due date and time.
4. Confirm the assignee.
5. Save the changes.

Use the task list’s due-date filters to review upcoming and overdue work.

Arrange a workflow reminder

1. Open Automation → Workflows.
2. Create a workflow using the Task Reminder trigger.
3. Configure the available timing and filters for the intended tasks.
4. Add an Internal Notification action and choose the intended recipient.
5. Save and test with a task before publishing.

The reminder trigger starts a workflow; it does not send a notification without a suitable action.

Check the result

Use a test task with a known deadline. Check that the correct colleague receives the reminder at the expected time.

Things to know

• A due date is not a booked appointment.
• Confirm the displayed time and account settings when working across time zones.
• Review existing reminder workflows before adding another.
• Changing a deadline should reflect an agreed next step, not hide overdue work.

If reminders fail, contact Infinity3 with the task, deadline and workflow name.