# Agency Software How-tos - Step-by-Step Walkthroughs

> Short, step-by-step walkthroughs: onboard a client in 15 minutes, build a report template, connect Claude or ChatGPT, and set roles and permissions.

Source: https://www.liftedwork.com/how-tos

How-tos

## Get it done, step by step.

Short, practical walkthroughs for the everyday tasks in Lifted Work, from creating your first task to connecting Claude.

01

### [How to Create a Client Report Template](https://www.liftedwork.com/how-tos/create-report-template)

Three ways to create report templates: ask Lifty AI, paste HTML from a guide, or generate one with Claude or ChatGPT. Plus how to copy templates between clients.
02

### [How to Connect Claude or ChatGPT to Lifted Work](https://www.liftedwork.com/how-tos/connect-mcp-claude-chatgpt)

Step-by-step setup for connecting Claude, ChatGPT, or any MCP client to Lifted Work so your AI can manage tasks, emails, and clients.
03

### [How to Create a Task in Lifted Work](https://www.liftedwork.com/how-tos/how-to-create-task)

A complete walkthrough of every task option: title, assignment, due date, time estimate, Lifty Prompt, Autocomplete, Run on complete, tags, and visibility.
04

### [How to Use the Lifty AI Sidebar](https://www.liftedwork.com/how-tos/lifty-ai-sidebar)

Lifty is a built-in chat assistant for agency admins and managers. Create tasks, generate milestones, draft emails, and pull analytics from a single sidebar.
05

### [Onboard New Clients in Under 15 Minutes](https://www.liftedwork.com/how-tos/onboard-new-clients-in-15-minutes)

A step-by-step process for setting up new clients in Lifted Work, from creating the client to previewing their portal.
06

### [How to Manage Your Lifted Work Plan and Billing](https://www.liftedwork.com/how-tos/resolve-billing-issues)

View your plan, update payment methods, monitor usage, and resolve failed payments. Admin access required.
07

### [Team Roles and Permissions Explained](https://www.liftedwork.com/how-tos/roles-permissions)

How Admin, Manager, Employee, and Worker roles control what each person on your team can see and do.
08

### [Turn a Slack Message into a Task with One Emoji](https://www.liftedwork.com/how-tos/slack-reaction-to-task)

React to any Slack message with your agency's emoji and Lifted Work creates the task, with the original message and a link attached.
09

### [How to Use Task Templates in Lifted Work](https://www.liftedwork.com/how-tos/task-template-management)

Create reusable task blueprints with instructions, time estimates, Tools for AI settings, and Run on complete prompts. Organize them into groups for your agency.
10

### [How to Use Filters to Find Any Task](https://www.liftedwork.com/how-tos/cannot-find-task)

How filters, date ranges, and views control which tasks you see, and how to reset them to find what you're looking for.

### Ready to try it yourself?

Follow the steps and put the whole system to work for your agency.

[Get started](https://www.liftedwork.com/register)