Articles
Calendar
Each Infusionsoft user can track their tasks and appointments through Infusionsoft. These are individual calendars, not a group calendar. You can allow users to view each others calendars and tasks by editing their user permissions. Infusionsoft may...
Manage tasks
Each Infusionsoft by Keap user can track their tasks and appointments through Infusionsoft. You can allow users to view each others calendars and tasks by editing their user permissions . Infusionsoft may also automatically assign tasks or appoint...
Manage tasks and appointments with My Day
The My Day page consolidates tasks and appointments onto one page. With My Day, you can focus on one area of Infusionsoft to perform your daily activities instead of jumping around to various pages in Infusionsoft. The left panel contains tasks...