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Getting Started with Luvelo Tasks

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Written by Luvelo Support
Updated over 3 months ago

Purpose

Luvelo Tasks is a centralized task management tool designed to help teams create, assign, track, and complete work more efficiently. Whether you’re working solo or collaborating across departments, Luvelo Tasks enhances visibility, accountability, and workflow organization.

Luvelo Tasks allows organizations to:

  • Create and organize tasks under specific lists or workflows

  • Assign tasks to individuals or groups

  • Set task priorities and due dates

  • Monitor progress through visual boards and dashboards

  • Track acknowledgments for SOPs

  • Set custom reminders and approval workflows

By promoting better coordination and transparency, it helps teams minimize missed actions and improve productivity.

Key Features

  • Quickly create new tasks under a specific task list

  • Set task name, priority (Highest → Lowest), due date, and assignees

  • Modify task details such as description, category, or stage (To Do, In Progress, Done)

  • Activate reminders for individual tasks

  • Choose frequency: One-time, Daily, Weekly, or Monthly

  • Define the run date and time

  • Use this feature to ensure nothing slips through the cracks

  • Access a personalized dashboard showing:

    • Tasks assigned to you

    • Tasks requiring your approval

    • Tasks you’re following

    • Unread updates and SOPs

  • Organize tasks into task lists for workflow clarity

  • Task lists allow predefined access and support automated task generation (e.g., after a form submission)

  • Create folders for additional organization

  • Create and assign SOPs to departments, groups, or individuals

  • Filter SOPs by those with or without training videos

  • Allows users to read and acknowledge SOPs.

  • Download a PDF version of the SOP for offline reading.

  • Use the Acknowledgment Group feature to assign responsibility to specific users or teams

  • View all pending approvals across Luvelo apps (e.g., leave, timesheet corrections, medical requests)

  • Track and respond to requests assigned to you

Accessing Luvelo Tasks

  • URL: [WorkspaceName].luvelo.org/Tasks

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