Managing Tasks (Lofty AOS)

Introduction

The Tasks page tracks everything you and your team need to do — appointments, follow-ups, and to-dos — split between your own tasks and company-wide tasks, with time-based groups that keep overdue work visible.

Opening Tasks

1. In the left menu, go to CRM → Tasks.

Understanding the Task Rails

The left rail splits tasks into 2 scopes, each with live counts:

• My Tasks — your own queue: All Tasks, Scheduled, Today, This Week, This Month, Overdue, and Finished.
• Company Tasks — the same breakdown across your company, for the tasks you're allowed to see.

Click any entry to filter the list on the right.

Filtering the List

Three dropdowns above the list narrow it, and they stack so you can combine them:

• Task Type — All, Call, Email, Text, Auto Email, Auto Text, Appointment, Notification, Slybroadcast, Transaction, Postcard, Letter, and Other.
• Pipeline — the pipeline the associated lead belongs to (for example, New Leads or Nurturing/Cold), plus any custom pipelines.
• Task Origin — how the task was created: Added Manually, From Smart Plan, or From Lofty AI.

Reading the List

Tasks are grouped by state (for example, Scheduled and Overdue, each with a count). Each row shows:

• The task type (for example, Appointment)
• The related lead or contact
• The task title
• The due date, shown in red when overdue
• The assignee's avatar

Click a row to open the task's details.

Creating a Task

Click + Add New in the top-right corner and choose the item to create. See Adding a Task for a full walkthrough.

Working with the Calendar

Tasks and appointments also appear on the calendar: in the left menu, go to CRM → Calendar.

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 chat with us through your Lofty CRM.