How to Use Task Templates in Lifted Work

1 What Are Task Templates?

Task templates are reusable blueprints stored under Settings > Task Templates. Each template includes:

• Title
• AI instructions
• Human instructions / SOPs
• Time estimate (budgeted minutes)
• Tags
• Autocomplete setting
• Tools for AI (restrict which AI tools are available)
• Run on complete toggle

2 Template Groups

Templates are organized into groups (e.g., “Monthly Reporting”, “Social Media”, “SEO”). Each group holds multiple related templates. Use groups to keep your template library organized as it grows.

3 Creating a Template Group

• Go to Settings > Task Templates
• Click + Template Group
• Name it something descriptive (e.g., “Monthly Client Work” or “Onboarding”)

4 Adding Templates to a Group

• Click into the group
• Click + New Task
• Fill in: name, Lifty Prompt (AI instructions), SOP’s / Details (human instructions), estimated minutes, tags, autocomplete toggle, and tool restrictions

5 Using Templates When Creating Tasks

• When creating a new task, select a Task Template from the dropdown
• All fields pre-fill from the template
• Adjust any field as needed for the specific client or situation

6 Tools for AI

Each template can specify which AI tools the autocompleter is allowed to use:

• Leave empty to allow all tools
• Select specific tools to limit what the AI can do (e.g., only “browse_website” and “report_templates”)

This is useful when the task type only needs specific tools, like a reporting template that should only use browse and report tools.

7 Run on Complete

Templates can include a Lifty Prompt with the Run on complete toggle enabled. When the task is marked complete, the prompt runs automatically. Use this to chain related tasks together:

Create a “Content Brief” task using @ContentBrief assigned to @TeamMember due in 3 business days

8 Tips

• Start with groups that match your core service lines (SEO, Social, Reporting, etc.)
• Set accurate time estimates so retainer tracking stays reliable across all templated tasks
• Use Tools for AI restrictions on templates where the output type is predictable
• Review and update templates quarterly as your processes change
• For an overview of how templates work, see Task Templates: SOPs and AI Prompts
• The AI Playbooks are pre-built template chains you can import and customize for your agency