Tasks work like a to-do list. There are two ways to create new tasks.

Option 1 – Dashboard

1. Go to Dashboard > Tasks

2. Click in the Add a task field.

3.  Now you can:

  • Fill out the name of the task
  • Set a due date & time
  • Assign relevant team members to do the task 

4.Click Add, the task is now visible under your tasks list.

Option 2 – Candidate profile

  1. Go to a candidate profile. Under Tasks, click in the Add a task field.

2. Now you can:

  • Fill out the name of the task
  • Set a due date & time
  • Assign relevant team members to do the task 

3. Click Add, the task is now visible under tasks in the candidate profile.


You can also edit tasks. Click on the task to:

  • Rename the task
  • Change the candidate
  • Assign team members
  • Change the due date & time
  • Add a note about the task
  • Delete the task

You will receive a daily reminder in which you are notified about the tasks that are due that day and/or are overdue. You can edit these notification settings under My account.

When you finish a task, check the box and the status of the task changes to completed. You can view your completed tasks under your Tasks overview.

You can view and filter the tasks of team members via the Tasks overview.

What's next?

With automated actions you can set a trigger for when you move candidates to a following stage or disqualify them, so that it automatically creates a task for a selected team member. Check out the following article in which we explain how to set up automated actions for your pipeline and disqualify reasons.


Try this now in your Recruitee account

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