Introduction

This article explains who can create, view and manage tasks in LoftyWorks, and how task permissions work across Contacts, Properties, and Task Management.

Task management is controlled by clear permission rules to ensure accountability.

Summary

• Creating Tasks

• Managing Tasks
• Property Tasks
• Task Management Page

Creating Tasks

Any agent can create tasks in the following places:

• Contact detail pages

• Property detail pages

• Task Management

When creating a task:

• The assignee can only be selected from agents assigned to the related contact or property.

• Tasks may optionally be linked to a contact or property.

Managing Tasks

Who can edit, complete or delete a task depends on how the task is created and linked.

General Tasks (Contact-based or unlinked)

A task can be managed by:

• The task creator

• Agents assigned to the linked contact

• Company Owner / Admin

All other users can see the task (where applicable) but cannot manage it.

Property Tasks

Property tasks follow stricter rules.

On Contact & Property Detail Pages

For tasks linked to a property:

• Only the property’s negotiators and company owner/admin can manage the task.

• Other agents cannot edit or complete these tasks.

Task Management Page

The Task Management page shows tasks based on role and context.

My Tasks

• Visible to all users

• Shows only tasks assigned to the current agent

• Tasks shown here can be managed by the assignee

Company Tasks

• Visible only to company owners and admins

• Shows all tasks across the company

• Tasks displayed here can be managed directly (“what you see is what you can manage”)

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.