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Custom Tasks track work that doesn’t fit an invoice, ticket or certificate: chasing a vendor for a quote, a callback that keeps recurring, a promise someone made on a site walk. Each task belongs to one property, has an owner, and keeps a log of everything the team did on it.
Custom Tasks are available to the consultant role. Tasks are shared with everyone in your company who can access the property.

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Where to find tasks

  • Custom Tasks in the sidebar lists tasks across all your properties.
  • The Custom Tasks tab on a property page lists that property’s tasks.
  • The Custom Tasks tab on an elevator page lists tasks on that elevator, plus the property’s tasks that don’t name an elevator.
Select a task to open it. From a property or elevator tab it opens in a window; select Open full page to see it on its own page.

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Create a task

1

Select New task

Select New task on the Custom Tasks page, or on a property or elevator’s Custom Tasks tab.
2

Pick the property

From the Custom Tasks page, pick the Property. From a property or elevator tab, the property is already set.
3

Fill in the task

  • Elevators: pick the elevators it concerns, or leave it empty if the task covers the whole property.
  • Assign to: the owner. It defaults to you and lists the people in your company who can access the property.
  • Task name: a short description, such as “Car 2 doors reopening, tech callback needed”.
  • Next follow-up: optional. See Set a follow-up date.
  • Description: rough notes are fine. See Tidy notes with AI.
4

Select Create task

The task gets an ID such as ISS-12, starts in your first open status (Drafted by default), and opens.
To change the name, owner, elevators, description or category later, use Edit task on the task. The category defaults to General.

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Statuses and the board

Every task has a status. The default statuses are: Group admins can customize the statuses: rename, recolor, reorder, add and remove the open ones, and recolor or reorder Completed and Canceled. See Customize task statuses and update labels. Switch between two views at the top of the list:
  • Board shows a column per status. Drag a card to another column to change its status.
  • List groups tasks into a section per status. Drag a row by its handle to move it to another section.
You can also change the status from the status menu on the task itself. The change saves straight away. Narrow the list with Property (on the Custom Tasks page), Owner, and Follow-up (Overdue or Due this week), or type in Search tasks… to match a task’s name, ID, owner, property or elevator. Sort orders tasks by Newest first, Follow-up date or Last updated. Clear resets the filters. Open tasks always show, however old they are. The Period filter at the top of the page only narrows Completed and Canceled tasks, by the date the task was created. On an elevator’s tab, the Created filter narrows open and closed tasks alike, so an older open task can be hidden there.

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Log an update

Log an update every time something happens: a call, an email, a vendor reply.
1

Select Log update

Select Log update at the top of the task or on its Activity tab.
2

Pick a label

Pick what kind of update it is. The default labels are Update, Chase sent, Provider update, Scope change and Escalated.
3

Write what happened

For example, “Called Schindler, quote promised by Friday.” Add files with Attach evidence if you have them.
4

Select Save log

The update appears on the task’s Activity tab.
Updates can’t be edited or deleted once saved, so check them before saving. The Activity tab lists every update with its date, label, author and files. It also records changes to the task itself, such as a new status or owner. Select Hide system changes to see only the updates people logged.

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Attach evidence files

You can attach PDFs, images (JPG, JPEG, PNG) and spreadsheets (CSV, XLS, XLSX) up to 5 MB each. Attach them in two places:
  • On an update, with Attach evidence when you log it.
  • On the task, with Upload on the Attachments tab.
The Attachments tab lists every file on the task, who uploaded it, and which update it came with. Select a file name to open it. Files can’t be removed once attached.

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Set a follow-up date

A follow-up date is when someone should check the task again. Set it when you create the task, or from Follow-up at the top of the task: pick Tomorrow, In 3 days, Next week, or Pick a date. On that date the task shows in Needs Attention as Follow-up due, and counts toward the badge in the sidebar. After the date passes it shows as Follow-up overdue, and the task’s follow-up date is marked overdue. Once you’ve checked on it, set the next follow-up date, or select Clear follow-up to take it off Needs Attention. Completing or canceling the task also takes it off.

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Tidy notes with AI

When you create or edit a task, you can type rough notes in Description and select Let AI tidy these notes. Lift AI rewrites them into clear sentences, keeping every fact and adding nothing. Read the result before you save.

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The AI summary

The AI summary at the top of a task is two or three sentences on where the task stands. Lift AI rewrites it from the whole task when someone opens the task after a new update or status change, so outdated facts drop out. In the List view, the AI summary column shows each task’s latest summary.

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Complete a task

Move the task to Completed, by dragging it on the board or list, or from the status menu on the task. Completing a task takes any follow-up off Needs Attention. LiftAI then asks Anything the team should remember? and shows draft knowledge entries written from the task’s updates. Edit, delete or add entries, then select Save to knowledge (it shows how many, such as Save 2 to knowledge), or select Cancel to save nothing. The task stays Completed either way. See Record what your team knows. The prompt doesn’t appear when:
  • The task is moved to Canceled.
  • The task moves to Completed from Canceled.
  • The task was already published to knowledge and nothing has been logged since.
  • Knowledge isn’t turned on for your account.
If a task is no longer needed, move it to Canceled. Tasks can’t be deleted.