Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

Task Workflow

You are here:
< Back

InfoFlo’s auto populate workflow is designed to automatically generate a list of tasks for every new project you create based on the project type selected. For more information please see the steps below:

1. Click Setting-> click Preference-> click Task->click Workflow

2. Click New to create a new Workflow and enter a name for the new Workflow

3. Click the pencil icon and the “Task Template List” window will appear

4. Click the pencil icon and the Task form will appear

5. Here you can create your task details including
Assigned (click add Participant to assign)
Start & End Date (Immediately, Day After, Specific Date)
Priority, Status, Percent Complete
Email and Popup Reminder
Description & Attachments

***Users can customise the task title with these task tags

  • {FirstName}
  • {LastName}
  • {Prefix}
  • {MiddleName}
  • {JobTitle}
  • {Comment}
  • {Birthday}
  • {LastActivityTime}
  • {Homepage}
  • {Contact.customfield} (**enter the exact match of the contact custom field)
  • {Company.Name}
  • {Company.customfield} (**enter the exact match of the company custom field)
  • {Project.Name}
  • {Project.customfield} (**enter the exact match of the Project custom field)


6. Once the Workflow is completed right click on a contact and select “Task Workflow”