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How to Use Task Templates in Lifted Work

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 > 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), 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

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