Create Your First Task (Understand Options)
This practical guide walks you through how to create your first task in Lifted Work—assigning it to a teammate, setting deadlines, and using optional time tracking and automation features.
1✅ Click “Create Task”
Navigate to the Tasks tab and click Create Task.
You’ll be taken to a simple task creation screen with fields to customize the work ahead.
2🗓 Set the Due Date
Use the Due Date field to choose when the task is expected to be completed
Times are shown in your local time zone
Other users will see the task adjusted to their own time zone
This keeps teams working across regions in sync without manual conversions.
3👥 Select the Client and Assignee
Choose which client this task is for
Select a team member responsible for completing the task
This ensures proper accountability and client-specific organization.
4📚 Optional: Use a Task Template
If you’ve already built out reusable Task Templates, you can select one here to auto-fill:
Task title
Budgeted time
Instructions or SOPs
Post-completion automations
For now, if you’re new, feel free to skip this step and enter a task manually.
5✏️ Add Task Details
Title: e.g., “Client Meeting”
Budgeted Time: How long you expect this task to take (e.g., 30 minutes)
Cost (Optional): Useful for contractors or piece-rate billing (e.g., $20 per task)
Instructions (Optional): Add context, bullet points, or links if needed
Budgeted time isn’t tracked time—it’s an estimate to help with planning, reporting, and resource allocation.
6🔄 Optional: Enable Autocomplete
If the task is part of recurring, low-touch work (like monthly reporting), toggle Autocomplete:
The task will automatically mark itself complete at the scheduled date and time
It will still show up in the client portal feed as done
No need to manually check it off
Use this for recurring internal ops or predictable deliverables—freeing up your team’s mental load.
7🧠 Optional: Add an After-Completion Prompt
The After Completion AI Prompt allows Lifted Work to:
Create a new task
Duplicate the current task
Create a milestone
Trigger another automation
This is perfect for chaining tasks (e.g., “Schedule review call tomorrow with @someone”).
8🚀 Step 5: Create and Manage the Task
Click Create Task. You’ll immediately land on the task’s show screen, where you can:
Review details
Tag teammates (using @mention—after they’ve joined your agency in Lifted Work)
Mark it as complete when finished
As soon as you mark the task complete:
It appears in the client’s portal feed
It contributes to monthly time totals
It becomes part of your team’s visible history of work
9🧩 Summary: What You’ve Set Up
By creating this first task, you’ve already:
Assigned work to a teammate
Scheduled it with due time and expectations
Scoped the effort in minutes (optional)
Ensured client visibility (if enabled)
Opened the door for automating follow-up work
All without having to switch between tools or lose sight of accountability.
10🎯 Pro Tip: Build Task Templates for Speed
Once you’ve created a few common tasks, go to Settings > Task Templates and save your best examples. That way, you can:
Assign work even faster
Add instructions and SOPs once
Enable AI-powered workflows in the future
Lifted Work makes task management practical, predictable, and client-visible—all in a workflow that’s built for agencies from day one.
