Introduction

Lofty Task Management can be used to keep your list of tasks in one place and conveniently associated to lead 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 Lofty.

Summary

• Overview
• Dashboard Tasks Display
• Tasks Page
• Manually Add Tasks
• Repeated Tasks
• Lender Tasks
• Finishing Tasks

Overview

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

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

Dashboard Tasks Display

The Lofty Dashboard shows a very basic task summary on either the Company/Office Dashboard (for those with admin access) or My Dashboard for all users. When clicked, the user will be taken to the Tasks Page which is outlined next. 

Tasks Page

Even though all tasks live on one specific lead profile, there is one location that you can access to see ALL of your upcoming tasks in one place. To access this page, click CRM > Tasks.

This page is broken down into two sections: My Tasks and Company Tasks. 

Both of these sections are organized the same way. "Showing Requests" (when a lead requests to see a property directly from a listing page) are shown first, followed by "All Tasks" which is the default view of the Tasks page. Next, you have "Scheduled," "Overdue," and then "Finished." 

"All Tasks" is broken down by "Scheduled," "Overdue," and "Finished".

Three filters are available to easily find specific tasks:

1. Task Type
   • All
   • Call
   • Email
   • Text
   • Auto Email (scheduled in a Smart Plan)
   • Auto Text (scheduled in a Smart Plan)
   • Appointment
   • Slybroadcast (scheduled in a Smart Plan)
   • Other
2. Pipeline
3. Task Origin
   • Added Manually
   • From Smart Plan
   • Migrate from Action (pulled over from a Smart Plan)

A new task can also be added directly from this page, but you must choose the Lead to whom you want to add the task as a required field.

Manually Add Tasks

To manually add a task, click the + button. Add the task title and description and choose who the task is assigned to (this user must have access to the lead - reference Lead Ownership). Select the task type (email, call, text, other). Add a due date and choose a specific time to set a reminder before the task is due. 

Edit Tasks

When clicking on a task, you will see five options available 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 day(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.

Repeated Tasks

To set a recurring task, check the box next to Set to Repeat to set up the recurring task schedule. 

When a task is set to repeat, the next task generates automatically as soon as the current one is marked complete.

Lender Tasks

Currently, tasks cannot be added for lenders if the lender is using a lender-type account. Instead, you should communicate with the lender using the @tag method. More information can be found here: Lender and Agent Lead Collaboration. Lenders can create their own tasks.

Finishing 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 regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.