Task Management Highlights

🧠 Smart Task Management for High-Performance Agencies

The Lifted Work Task Screen is the ultimate command center for managing day-to-day execution at your agency. With AI scheduling, SOP integration, real-time collaboration tools, and deep client context, your team can focus more on doing the work—and less on organizing it.

🔄 Real-Time Task Filters & Performance Tracking

Get a live view of what’s on your plate and how your team is progressing:

• See upcoming and completed tasks by client or team member.

• Track hours assigned vs. hours completed, all in one place.

• Filter by task name, client, or assignee to dig into where time is going and how budgets are being used.

🧩 SOP Templates That Drive Consistency

Every task can be powered by a template that:

• Pulls in expected duration, task name, and optional ai prompt.

• Embeds step-by-step instructions or a Loom walkthrough to ensure consistency and speed up onboarding.

• Keeps SOPs easy to scan and non-intrusive—perfect for experienced team members and new hires alike.

💬 In-Task Collaboration with Mentions & Loom Support

Stay connected without clogging your inbox:

• Mention teammates right inside the task.

• All mentions are collected in one place so nothing gets lost.

• Embed Loom videos directly in the task discussion for rich, asynchronous collaboration.

• Mark conversations as resolved when complete to keep communication crisp and organized.

📎 Built-In Client Context Where You Need It

Each task is rich with client-specific data:

• Internal client updates follow the task around—perfect for time-sensitive info like “pause Facebook ads this week.”

• Client overviews include links to dev sites, analytics, tag manager, and social profiles.

• Add your own descriptions or Loom video briefs to onboard team members and keep everyone aligned.

⚙️ AI-Powered Task Scheduling (with “Lifty” the Assistant)

Let AI handle your project planning:

• Add AI prompts into task templates to auto-generate recurring work schedules.

• Instruct the system using natural language:
  “Schedule Google Ads Check for Rick every Monday next month.”

• The AI agent (Lifty) schedules across clients and team members while respecting your time budgets and workload.

You get:

• A fully booked schedule for your team to walk into each month.

• A bird’s-eye view of overloaded or underutilized teammates.

• Fewer last-minute fires and better delivery across the board.

🚀 Why Agencies Use the Lifted Work Task Screen

• Streamline task creation, execution, and reporting from one dashboard.

• Ensure process adherence with reusable SOPs and time tracking.

• Automate task scheduling using your own rules and AI logic.

• Eliminate communication gaps with built-in mentions, notes, and collaboration tools.

• Give clients visibility without sharing internal notes—just mark complete, and updates sync automatically.

🧩 Make Every Task Count

From execution to client communication, Lifted Work’s task screen removes friction at every step. It’s the system your team will actually want to use—and your clients will notice the difference.

👉 Start automating your agency operations with Lifted Work today.