O'Reilly logo

Infusionsoft Cookbook by Paul Sokol

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Creating great user experiences with tasks

Not everything can be automated. There are certain activities that are too precise or too costly to automate. For example, making an outbound phone call to a new lead or adding a new customer to a third-party membership site. In these cases, an Infusionsoft user can be assigned a task.

A task is a key tactic in the human-machine interaction within Infusionsoft. When the automation cannot go any further and needs human intervention, empowering the end user to quickly take action and tell the automation machine to continue is a key skill towards designing productive automated experiences.

Since creating a great experience with tasks requires understanding the context in which the tasks will be performed, ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required