How to Use Task Templates in Lifted Work

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

1 What Are Task Templates?

Task templates are reusable blueprints stored under Settings > 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 > 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), Instructions (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

FAQ

Frequently asked questions

Which agency tasks should become templates?

Template work that repeats across clients and has a stable outcome, such as monthly reports, campaign checks, content briefs, onboarding steps, and review tasks. Leave genuinely novel strategy work as a custom task until a repeatable pattern emerges.

How should an agency organize a growing task template library?

Group templates by service line or workflow, use consistent names, and separate production steps from review steps. Archive duplicates and review the library quarterly so people do not keep choosing an outdated version.

What should I check before enabling Run on complete?

Confirm the prompt names the next template and owner, uses relative dates correctly, and cannot create an endless loop. Test the chain on one client, then check the resulting task's instructions, visibility, and due date before wider use.