Creating & Setting Up Your Infinity Account

• How to Set Up Your Account
• Editing Your Personal Information

How to Set Up Your Account

So, you want to try out Infinity for organizing your work? No problem! The first step is to create your account by clicking on the ‘Get Started’ button anywhere on our website.

Once you do, you’ll be taken to our registration page where we’ll help you set up your first account.

{primary} NOTE: Remember: you have 14 days to use Infinity completely free of charge before you decide whether or not you want to subcsribe.

Start off by choosing an email address you’ll be using in Infinity. Make sure you have access to this address, as this is where you’ll receive important emails, notifications, etc. You’ll also need to enter your name and choose a password.

During the next step, you’ll get to choose a plan for yourself (and your team), and enter your card information.

{primary} NOTE: All plans come with a 14-day money back guarantee. This means that, if you're not satisfied with your subscription, you can get your money back in 14 days from the moment of purchasing a subscription plan.

In the next screen, you’ll get to set up your first workspace. For more information about workspaces, head over to this link.

In addition to naming your workspace, you can also add a link to your website, upload an image, and invite your co-workers to join you. You can also opt to do this later on, after setting everything up. Learn more about onboarding teammates and employees here.

Continue to the next window, where you’ll get to tell us a bit more about yourself and your business. We’ll use this information to tailor Infinity exactly to your needs and help you start working with more ease.

Next, we’ll set up one board for you and then a folder. You can edit all of the information in your board and folder later, once you start exploring Infinity.

Then we’ll add a couple of items to your new folder, as well as attributes which will help you organize your tasks with more ease.

Finally, we’ll pick out the views i.e. how you want to see your data in your new board. All boards start off with a table, but you can pick a couple of more during our onboarding process.

To top it all off, you can create an automation that will speed things up for you and automate manual tasks. Once that’s done, you can proceed to your new board.

{primary} NOTE: Don’t forget to verify your email address after creating your account.

Editing Your Personal Information

In case you need to edit your email address, name, profile image, or anything else, you can do so in the My Profile section of your dashboard or by clicking on Profile > Settings in the left sidebar.

You’ll also find the Security section in the left sidebar, where you can change your password if needed, enable two-factor authentication, log out, or delete your account.