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Planning Lists

Planning lists define the labels your team uses for tasks, event stages, and files across LiftOff and AI output.

When to use this page​

Match LiftOff to your company's language instead of generic defaults.

Who can do this​

Owners and admins manage planning lists. All members use the lists when creating tasks, updating project stages, and labelling files.

Open Planning Lists​

Go to Settings → Planning lists (or Settings → Planning defaults → Planning lists).

Three tabs are available:

Task categories​

Group tasks by type, such as Production, Setup, Teardown, or Admin.

  • Add, rename, reorder, or deactivate categories
  • AI task suggestions use active categories

Event stages​

Describe where a project sits in your sales and production pipeline, such as Inquiry, Booked, Planning, or Completed.

  • Stages appear in planning language and AI prompts
  • Project status (planning, active, completed, archived) is separate from stage labels

File labels​

Label uploads such as mockup, recipe, note, or render.

  • Members pick labels when uploading
  • Deactivated labels remain on old files but hide from new uploads

Edit lists safely​

  • Prefer deactivate over delete when old projects still use a label or category.
  • Reorder lists to match how your team thinks about work.
  • After changes, tell your team so task and file habits stay aligned.

Next steps​

  • New tasks and uploads use updated lists immediately.
  • AI settings work best when categories match real production roles.

Previously separate settings pages​

Task, file, and event list settings now live together on this page. If you bookmarked older pages, use Planning lists instead.