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

Option 1 – Dashboard

1. Go to "Dashboard" on the left menu.

2. Click "Tasks" on the sub-menu.

3. Click the "Add a Task..." field.

4. The field will expand. You can:

  • Fill out the name of the Task.
  • Set a due date.
  • Assign relevant team members to execute or monitor the Task. 

5. Click "Add" in the lower right corner.

Option 2 – Candidate profile

1. Go to a candidate profile.

2. On the right side, under "Tasks", click the "Add a Task..." field.

3. The field will expand. You can:

  • Fill out the name of the Task.
  • Set a due date.
  • Assign relevant team members to execute or monitor the Task. 

5. Click "Add" in the lower right corner.

Try this now in your Recruitee account! Make sure you are logged in to keep all your changes saved.

What's next?

Within a job you can also automate creating tasks assigned to candidates. With Automated Actions you can set a trigger for when you move candidates to a next stage, or disqualify them, so that it automatically creates a task for to a selected team member. Check out the following article in which we explain how to setup Automated Actions for your pipeline and disqualify reasons.

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