Infinity3 Help Centre

Use the task list to see what needs attention and keep completed work up to date.

Before you start

You’ll need access to the relevant tasks. Your permissions may limit which team members’ work you can see.

Review the list

1. Open Contacts → Tasks.
2. Filter by assignee to review your own work or a colleague’s tasks.
3. Use the available Due Today, Overdue or Upcoming filters.
4. Sort by due date to prioritise deadlines.
5. Open a task to review its description and linked records.

For internal work, use the contact filter’s Unassigned option where available. This means no linked contact; it does not necessarily mean no task owner.

Complete a task

Carry out the required work, record any useful outcome against the relevant customer or opportunity, then use the task’s completion control to mark it done.

If you use a bulk completion action, check every selected task first.

Review outstanding work

For overdue tasks, agree whether to complete, reassign or update the deadline. Add context when the next step changes so the assignee understands why.

Things to know

• Completing a task can start a configured workflow.
• Marking a task done does not automatically update a deal stage unless automation is set up.
• Check active filters if a task seems to be missing.
• Avoid deleting completed work simply to clear the list.

If task status or visibility looks incorrect, contact Infinity3 with the title and assignee.