This used to be called Tickets. The name changed everywhere you work, and the
web address changed with it, so an old bookmark to the tickets list no longer
opens. Bookmark the page again from Tasks. A few messages Liftify has not
caught up on still say “ticket” — they mean the same thing.
Step 1: Find the task
The subnav opens with an Actions group holding the two views you work from, each with a live count:- Assigned to Me — the default landing view; the ones you own
- Open Tasks — everything still open
Watching and Closed used to sit alongside those two as built-in views. They are gone from the subnav. To get either back, set the filter bar to what you want — Watcher to Watching (me), or Status Type to Done — and save it as a view. It then lives under Saved Views with its own count, and you can share it with your team.
All Sources clears the choice. The same three words appear as a small
caption under the score tile on every card, so you can see at a glance where a
task came from.
Location Status decides whether tasks belonging to deactivated locations are
in the list: Active locations (the default), Inactive locations, or
All locations. A task with no location at all is always included.
Each task is a card. Click the task’s name to open it — the rest of the card
is not a link, so the status pill, the contact and job pills and the buttons on
it all do their own job where you click them.
Landed on a filter set you’ll want again? Save it — it becomes its own entry
with a live count in the Saved Views group at the bottom of the subnav.
Tasks inside Reviews and Surveys
You don’t have to leave the app you’re working in. Reviews and Surveys each open their subnav with an Actions group. Its Assigned to Me entry is that section’s own task list:- On Reviews, Assigned to Me lists only the tasks a review opened.
- On Surveys, it lists only the tasks a survey response opened.
The Tasks, Reviews and Surveys icons in the left navigation each
carry a small badge counting the open tasks assigned to you — all of them on
Tasks, review tasks on Reviews, survey tasks on Surveys. Tasks you
only watch are not counted. Above 99 the badge reads 99+.
Step 2: Read what happened
The task page opens with the task’s name and number at the top, then a row carrying the score tile and its REVIEW / SURVEY / MANUAL caption, the date, the location and the status. Under that, if the task came from somewhere, you get the source: the review itself for a review task, the survey response for a survey task, or the description someone typed for a task raised by hand. On a review task, that source is the full review card, and it now behaves the same as the one on the Reviews page. If the review breaks Google’s content policy you can flag it without leaving the task: use the flag button at the top right of the card. If it is already flagged, the gold banner and its View Details link appear here too. Both used to be hidden on the task page. The banner now also asks you not to reply while the review is being submitted for removal, because a reply lowers the chance Google removes it. See Report a review that breaks Google’s policies. You need permission to view reviews as well as tasks for the flag and the banner to appear. Then two tabs:- Activity & Notes — the history and the comment thread, oldest first
- Conversation — the message thread with the customer
Tasks brought over from the system you used before
If your account moved to Liftify from another system, your older tickets can be carried across as tasks. One that came over that way carries an Imported badge beside its name, and a line underneath reading “Original ID [number] · Imported ticket. Status history, ownership history and watchers weren’t available.” — the reference from the old system so you can tie the two together, and a plain statement of what could not be brought with it. The comment history does come across, keeping its original dates and the name of whoever wrote each comment, so the thread still reads in order. Where the review or survey response an imported task was about could not be matched to a record in Liftify, a panel headed What this ticket was about stands in for the usual source card, holding the rating, the customer’s name, where the feedback came from, when it was posted, and the text itself.Step 3: Set the status, owner, and watchers
Each of these saves the moment you pick — there is no separate save. Status sits in the row at the top of the card. Click the coloured status pill and pick a new one. Your account’s statuses are grouped under Not Started, In Progress, and Done. Owner and Watchers are in the People section of the sidebar on the right.- Assigned To — click the name, or Unassigned, and pick a teammate. There’s a Search people… box, and Unassigned at the top to hand it back to the pool.
- Watchers — click the control and, under Select Watchers, tick everyone who should follow the task. Watching doesn’t make anyone responsible for the task — it decides who gets emailed about it.
Step 4: Comment and @mention
The comment box sits at the bottom of Activity & Notes, prompting “Add a comment - use @ to mention someone”.- Type your note. Comments are internal — they are not sent to the customer.
- To pull a colleague in, type
@and start their name. Pick them from the list that appears. They’ll be emailed about the mention. - Templates next to the button drops in a saved response instead of typing it out, if your role includes response templates.
- Click Save.
Step 5: Message the customer
Comments stay internal. To actually contact the customer, use the Conversation tab — it’s the same thread you’d see in the Inbox, with the same composer. If the task has no contact attached, the tab says Link a contact to send messages — “A contact must be associated with this task before you can view or send messages.” Match one first (below).The subject line on an email
The Subject box above the message is yours to write on the first email only. Liftify fills in a starting suggestion based on what opened the task — “Review Follow-Up from [your company]”, “Survey Response Follow-Up from [your company]”, or plain “Follow-Up from [your company]” for a task somebody raised by hand. Change it to whatever the customer will recognise, up to 200 characters. Once the thread has a subject, the box locks and shows a padlock. Hovering it explains why: “Replies keep this conversation’s original subject so it stays threaded in your customer’s inbox. Only the first email’s subject can be edited.” Later replies go out as Re: the original.Step 6: Match the task to a contact, job, and crew
A task raised from an anonymous review or an unmatched survey response has no contact. The Details sidebar says so — “This review is not linked to a contact.”, “This response is not linked to a contact.”, or “This ticket is not linked to a contact.” for one raised by hand — and shows a Match button. Match opens the same screen review matching uses, headed Match Ticket with the line “Attach the job, contact, and employees behind this ticket”. The task’s number, when it was opened, its location, its status and its own text sit at the top so you can read them while you decide. Underneath are the Contact, Job and Employee tabs, and one Save that writes all three together. See Match a review to a job, contact, or employee — the screen works the same way. A task that came from a review is matched through that review, so Match takes you to the review’s match screen instead. Match it once and both the review and the task pick up the result. Once matched, the sidebar shows Contact, Email, Phone Number, Location, any linked Jobs, the credited Employees, Created, Last Activity, and a View All link to the full contact record. Edit matches at the bottom reopens the same screen. Edit Matches in the Actions menu does the same thing.Step 7: Edit or close the task
Edit task — in the header, or Edit Task in the Actions menu — opens Edit Task, where you can change Name, Description and Location (including No location). Click Save Changes. Closing a task means moving it to a Done status. There is no separate close button. Pick a status in the Done group — your account’s default set ends with Resolved and Closed — and the timeline records “Task closed”. Moving it back to an open status records “Task reopened”. Delete Task, in the Actions menu, removes it permanently after a confirmation. Only do this for tasks raised in error — deleting takes the whole history with it. Prefer a Done status.Create a task by hand
- Click Create Task on the Tasks list. (The button is only on that list, not on the Reviews → Tasks or Surveys → Tasks sections.)
- Pick who it’s about: search your contacts, or click New Contact and fill in the contact form.
- On the next screen fill in the Details: Status, Title (“Short summary of the issue”), Description (“Additional details about the issue”), Owner, and Watchers. Title and Description are both required.
- Click Create.
Change several tasks at once
When a batch of tasks all need the same thing — closing out a week’s worth of resolved call-backs, handing a departing colleague’s queue to someone else — you don’t have to open them one at a time.Bulk selection is only on wide screens. On a phone or a narrow window the
checkboxes are hidden and you work tasks one at a time.
- Tick the checkbox at the top-left of each card you want. A strip above the list carries a Select all checkbox that ticks every card on the page.
- With the page ticked, the strip offers Select all [number] tasks that match current filters — click it to act on the whole filtered set across every page, not just this one. It then reads All [number] tasks selected, with Clear selection beside it. Past 500 matches it says so up front instead: Select the first 500 of [number] tasks that match current filters, and once clicked, First 500 of [number] tasks selected. Bulk actions are limited to 500 at a time. You used to have to run the action and read the cap in the result afterwards; now you can see it before you commit.
- A toolbar rises from the bottom of the screen with the actions you can apply.
Every action asks you to confirm once you have more than one task selected —
“Change the status of 12 tasks?”, “Assign 12 tasks to yourself?” and so on.
Deleting always confirms, however few are selected: “Delete 12 tasks? This
cannot be undone.”
When it’s done, Liftify tells you what happened — “Updated 12 tasks.”,
“Now watching 12 tasks.”, “Deleted 12 tasks.” — and adds a sentence for
anything you wouldn’t otherwise notice:
- “3 tasks were skipped because the assignee cannot access their locations.” Owners have to have access to a task’s location, so assigning a mixed batch can leave some behind. Change those tasks’ location, or pick someone with wider access.
- “2 tasks could not be changed; the errors have been reported.” Those tasks are untouched and Liftify has logged the problem. Try them again, and contact support if it repeats.
- “Bulk actions are limited to 500 tasks at a time, so only the first 500 were changed.” Run it again — your filters still select what’s left.
- “Select a status or user to apply.” You submitted Change Status or Assign Tasks without picking anything.
- A card only gets a checkbox if you have permission to change that task. A task you merely watch has none.
- Delete task only appears if your role includes deleting tasks.
Export the list
Export CSV exports what you’re currently looking at, so filter first. On Reviews → Tasks or Surveys → Tasks the file covers that section only. An Exporting to CSV window tracks the job — “Preparing your export…”, then the queue and progress — and finishes on Your CSV is Ready with a Download button. Two things the window may tell you:- “This export hit the row limit, so it does not include every matching record. Narrow your filters and export again to get the rest.” — the file is short. Filter harder and run it again.
- A failure, with a Try again button. If the window says the connection to the export service was lost, reload the page: the export itself keeps running.
Change the statuses your team uses
Statuses moved out of the Tasks subnav and into settings. In the left sidebar, click the circle with your initials, then Settings, then Tasks under Applications. The page opens on the Statuses tab. Statuses are grouped into Not Started, In Progress and Done, and the page explains: “Customize the statuses used to track task progress. Drag statuses within a group to reorder them.”- Add New Status — set Status Type, Name (“e.g. In Review”) and Color, then click Add Status.
- Edit an existing one inline and click Save Changes.
- Drag by the handle to reorder within a group. You can’t drag a status into a different group.
- Default status for assigned tasks — “A new task moves here automatically when it gets an owner. Only one status can hold this; picking it here removes it from the current one.”
- “You can’t delete the only status new tickets start in. Set another status as the default first.”
- “You can’t delete the only Done status. Add another Done status first.”