Mobile app iOS - tasks

Our mobile app for iOS lets Infusionsoft users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.  Click here for New Infusionsoft mobile app FAQs

Adding Tasks

• Navigate to Tasks
  
  
• Tap on Add a task
  
  
• Name task
  

Adding Tasks with due dates and push notification reminders

1. Set a Due date
2. Set reminder
   
3. Setting a reminder will enable a push notification
   
4. Tap Done
   
   

Adding Tasks in a contact record

• Navigate to Contacts
• Tap on a contact
  • Tap on the More button
    
  • Tap on Tasks
    
  • Once a Note is created for a contact, tap on the Notes Activity card