Introduction

LoftyWorks Task Management can be used to keep your list of tasks in one place and conveniently associated to contact records with a history of all communication, contact information, and a wealth of other resources at your fingertips. This article will explain exactly how tasks are managed when using LoftyWorks. 

To access Tasks Page, simply navigate to CRM → Tasks.

Summary

• Tasks Page
• Tasks in Dashboard
• Tasks in Contact Detail Page
• Tasks in Property Detail Page
• Tasks in Calendar
• Task Actions (Add, Edit...)

Tasks Page

This page is broken down into two sections: (1) My Tasks and (2) Company Tasks. 

"All Tasks" is broken down by "Scheduled", "Overdue", and "Finished" as well:

Three filters are available to easily find specific tasks:

1. Task Type

   

2. Task Origin

   

3. Time Range (only in "Finished" tasks)

   

4. Agent (only in Company Tasks)

A new task can also be added directly from this page, but you must choose the contact to whom you want to add the task.

Note: If you have integrated third-party calendars, they will appear in the top-left corner next to task origin. Click on a calendar to be redirected to the corresponding third-party calendar interface.

 

Tasks in Dashboard

The LoftyWorks Dashboard shows a very basic task summary on either the Company Dashboard (for those with admin access) or My Dashboard for all users. 

Clicking it brings you to tasks in calendar view which is outlined below. 

Tasks in Contact Detail Page

All tasks in LoftyWorks live on a specific contact profile. No task can be created without connecting it to a specific contact. These tasks can be found by navigating to a contact profile (by searching or clicking a name on the Contacts page) and then finding the "Task" section under the "Overview" tab of a contact profile (the default page):

You can filter these tasks by clicking on the Settings Cog wheel icon and selecting to display your tasks only, completed tasks, and auto tasks. 

Tasks in Property Detail Page

Please check for Right-hand Panel – Tasks / Property Analytics in Overview Tab.

Tasks in Calendar

All LoftyWorks-based tasks are displayed on a calendar view within the CRM. Please note that the screenshot example does not synchronise other calendar events from any integrated calendars at this point.

1. In the top left corner, Team owner/admin can switch to view the calendars of other team members.
2. The total number of Tasks will be displayed right next to the filter.
3. You can also filter tasks by their types in the filter.

 

Task Actions(Add, Edit...)

Manually Add Tasks

There are three ways to manually add tasks:

1. CRM > Tasks Page > Add New (at top-right)
2. Contacts > Contact Detail Page > Tasks section > + icon (at top-right)
3. CRM > Calendar > + Create button (at top-right)

You can then write in the task description and choose the contact and who the task is assigned to . 

The task type can be selected (email, call, text, other) as well. The "Call" type is important to select here if you want this to be added to a Smart Call List(link). 

The due date is very important as well and choosing a specific time will allow for a reminder to be triggered 30 minutes before the task is due with a push notification on the web. If you want to select an additional reminder option (no reminder, by SMS, by call, by email), you can also do so. 

Be sure to click "Save" when you are ready to add the task. The task will then display on the task list for this contact.

Edit Tasks

As outlined earlier, there are several locations to find your tasks. To edit a task, simply click on the task row itself (not the checkbox) and make any necessary adjustments.

When clicking on a task, you will see five options available when clicking a task row on the Tasks Page:

1. Action (Email, Call, Text). This will depend on the task type. If it is something that you can complete (email/call), you will have the option to do so directly from this task.
2. Postpone. Choose from 1, 3, 7, or 30 days (s) later.
3. Complete. Use this option, or click the checkbox, to mark the task as complete.
4. Delete. This is only available for manually-created tasks.
5. Edit. Use this to change the description, choose a specific due date, etc.

On a contact profile, the "Edit" option is available directly on the task list when hovering over the task:

On calendar, the "Edit" option is available on the task card when clicking the task:

Once clicking to edit the task, the same window will appear as was shown when the task was added:

Repeated Tasks

Currently, there is no built-in functionality to repeat one specific task. The only way to do this is via a recurring Smart Plan. Please reference Smart Plans .(link)

Automatically Add Tasks

To have tasks added automatically to a contact, this must be done via a Smart Plan. Learn more here: Smart Plans.

Finish Tasks

You can only delete manually created tasks. If the task was created manually, click the trash can icon to delete the task. 

To finish a task, either check the box next to the task or click on the task and click Complete.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.