Infusionsoft Mobile Tasks
Learn how to view, complete, and create tasks on your mobile device with Infusionsoft Mobile.
Expand the menu and tap Tasks
Click on a task to view the Task List screen.
- Today contains overdue tasks and tasks due today.
- Upcoming contains tasks with due dates in the future.
- No Due Date contains tasks with no due date.
To complete a task, swipe from left to right while on the List screen.
You will be prompted to "Undo" if you swiped the task erroneously.
Note: Once a task is complete, any campaign autoamation tied to that task will trigger at this time.
To delete a task, tap the task to see the details, and tap the Delete button.
To add a task, tap the "plus" icon in the Task List view
As you start adding task details, more task options will become available:
- You can tap due date to select a date from the native date picker that slides up.
- You can tap "Add Contact" to search for a contact and select one to associate to that task.
- You can tap the Description field to start entering text in that field. The whole screen scrolls up as the body of text text lengthens.
- When you tap Save, the task is added to the appropriate list based on due date and you can see a "Task successfully created" card at the bottom of the screen.
To edit a task, you can tap the edit "pencil", or on any of the fields while viewing the task