Task Management

One Screen, Every Task

The Task Management screen shows all tasks across clients with filters for status (To Do, Completed), client, team member, and tags. Tasks are grouped by day, showing the task title, client, assigned person, due date, and time tracking. Navigate forward and back by month to see upcoming and past work.

Bulk Updates and Reassignment

Select multiple tasks and reassign them between team members in one action. Useful for covering vacations, rebalancing workloads, or onboarding new hires.

Task Creation From Templates

Create tasks from saved templates. The task prefills with instructions, time estimates, tags, and visibility settings. Adjust per client as needed.

AI Autocomplete

Toggle AI Autocomplete on a task to let the AI process it automatically at the due date. The AI uses the task instructions plus the client’s context to produce the deliverable on the due date. The AI Task Scheduling guide covers patterns for automating recurring and onboarding work.

After-Completion Chaining

Add a Lifty Prompt with Run on complete to chain tasks together. Completing one task triggers creation of the next. Use @mentions in prompts to reference templates and teammates. The AI Playbooks are built entirely on this chaining pattern.

Time Tracking

Each task tracks budgeted minutes against actual time spent, with variance calculations. See where time is going across clients and spot overruns early.

Visibility and Tags

Control who sees each task: Standard (client sees it), Client Only, or Agency Only. Tags keep tasks organized and filterable across your entire client roster.