Mobile app iOS - Adding and Viewing 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

  • Tap on Done

Adding Tasks with due dates and push notification reminders

  • Tap Due date
  • Set a Due date
  • Tap on Reminder
  • Set reminder
  • Setting a reminder will enable a push notification
  • Tap Done

Pro Tip! If account has more than one user, reminders will only be set once user is selected

Adding Tasks in a contact record

  • Navigate to Contacts
  • Tap on a contact

Option a:

  • Tap on the More button
  • Tap on Tasks 
  • Tap on Add a task

  • Name task and fill out relevant fields 

Option b:

  • Tap on the "+" button on the upper right hand
  • Tap on Add a task
  • Name task and fill out relevant fields
  • Tap Done

Viewing tasks associated to a contact record

  • Navigate to Contacts
  • Tap on a contact 
  • Tap on the More button
  • Tap on Tasks 
  • View tasks associated with that contact