Tips, Features & Updates

Boost Your Print Shop Productivity with the Tasks Feature in InfoFlo Print

Introduction: Why Use Tasks in InfoFlo Print?

Efficient task tracking can greatly improve your print shop’s workflow. The tasks in InfoFlo Print feature helps you stay organized by allowing you to assign internal reminders, track deadlines, and manage follow-ups directly from each order.

In this guide, we’ll walk you through how to enable and use tasks in InfoFlo Print from start to finish.

✅ Step 1: Enable the Task Feature

Before you can begin using tasks in InfoFlo Print, this feature must be turned on.

Contact InfoFlo Print support to enable the task feature on your site.

Once enabled:

  • Open an order in your system.

  • Scroll down to “Enable Reminder Notifications.”

  • Check the box labeled “Create a Task.”

  • Add a start date, end date, and a task note explaining what needs to be done.

  • Click Create Order (or Update Order if you’re editing).

Step 2: View and Edit Tasks

Once a task is created, you can view and manage it by:

  • Clicking View Tasks in the left-hand menu.

  • Here you’ll see:

    • Task number

    • Linked job and customer info

    • Start and due dates

    • Task status

Click the Edit button to view or update task details.

️ Step 3: Customize Task Settings

Inside the task editor, you can adjust:

  • Task Type: For example, “Follow-up” or any custom type you prefer.

  • Status:

    • Not Started

    • In Progress

    • Completed

    • Waiting on Someone

    • Deferred

  • Priority:

    • Low

    • Normal

    • High

Step 4: Set a Task Reminder

To avoid missing deadlines:

  • Check Send Reminder.

  • Choose the date and time for the reminder.

  • Keep in mind:

    • Only the task creator receives the reminder.

    • The notification includes the task number, created date, due date, and task note.

    • Reminder content cannot be customized.

Step 5: Update Your Task

As your task progresses:

  • Return to the task via View Tasks.

  • Click Edit.

  • Change the status, priority, or notes.

  • Click Update to save changes.

✅ Summary

Using tasks in InfoFlo Print gives you a centralized way to manage jobs, track responsibilities, and keep your team aligned. If this feature isn’t enabled on your account, reach out to our support team today.