👍Guides

Agency Management Guides

Learn how to streamline your agency operations and maximize efficiency with our comprehensive guides.

How to Use the AI Task Scheduler in Lifted Work for Recurring and Onboarding Work

📆 Automate Recurring Tasks and Client Workloads with AI

✅ Step 1: Create the Scheduling Task

🤖 Step 2: Use a Lifty Prompt to Schedule Work

🕒 Why Plan Just One Month at a Time?

🔁 Example: Full AI Scheduling Prompt

🧩 Step 3: Mark It Complete (or Let It Autocomplete)

📅 Step 4: Review Upcoming Work

🧠 Bonus: Make Recurring Templates

⚙️ Managing Autocomplete Filters

🧠 Onboarding Tasks vs. Recurring Work

🧑‍💼 Internal Agency Work

🧠 Best Practices for Using Recurring AI Scheduling

✅ Recap: Automate Client and Team Scheduling

What Your Clients See (and Why It Matters)

🧭 Branded Client Dashboard at a Glance

✅ Visibility Into Work and Results

💼 Showcase Your Services with the Features Tab

📥 Make It Easy for Clients to Submit Requests

📝 Collaborate with Clients Through Feed Notes

🎥 Client-Facing Tasks with Video & Instructions

🔔 Notifications Keep Clients Engaged

🧠 Use Task Templates to Standardize Client Touchpoints

🎯 Why the Client Portal Builds Trust (and Saves Time)

Recap: What Clients Can Do in Their Portal

Final Thought

👋 Start with Your Daily Command Center: The Dashboard

📊 Monthly Review: Hours & Task Tracking by Client

🔍 Quick Daily Scans: Client Status at a Glance

🧭 Deep-Dive into a Client’s Overview

🌐 Preview the Client Portal

✅ Stay on Top of Completed Work

📋 Create and Assign Tasks Efficiently

🔁 Use Bulk Updates for Flexibility

✍️ Best Practices for Creating New Clients

Example: AI Onboarding Scheduler

🔄 Run Monthly Work Ahead with Recurring AI Schedulers

🧠 Final Thoughts: Agency Ops Built for Scale