Adding a Task (Lofty AOS)

Introduction

Tasks keep your follow-ups, calls, and to-dos on schedule and tied to the right person. The Add Task dialog creates a task in one pass — title, related lead, task type, due date, and an optional repeat — and it opens straight from the Tasks page.

Opening the Add Task Dialog

1. In the left menu, go to CRM → Tasks.
2. Click + Add New in the top-right corner.
3. Click Add Task.

Filling In the Task

The dialog is titled ADD TASK. Title is the only required field, marked with an asterisk.

1. Enter a Title for the task.
2. Add a Description if the title needs more context.
3. Use the Lead box (“Search by Name, Email, Phone...”) to attach the task to a person.
4. Set who owns the task in Assign to.
5. Pick the Type: Email, Call, Text, or Other — Email is selected by default.

Setting the Due Date

1. Click a quick pick under Date: Today, Tomorrow, 2 Days Later, 1 Week Later, 1 Month Later, or Next Monday.
2. For nearby alternatives, use the caret on a quick pick — 2 Days Later expands to 3 Days Later through 7 Days Later, and Next Monday to any day of next week.
3. To choose an exact date instead, click the Calendar field.

Adjusting Time, Time Zone, and Repeat

• The Time row shows the time zone the task is scheduled in. Click Time Zone to change it — the EVENT TIME ZONE dialog opens with a time-zone selector and its own Cancel and Save buttons.
• Specific Time is a switch, off by default.
• Set to repeat is a checkbox, unchecked by default. Its help icon explains: “The next task will be created after you complete the current one.”

Saving the Task

1. Review the fields — Title must be filled in.
2. Click Save.
3. Click Cancel (or the × in the corner) to discard the task instead.

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.