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" in 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's 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

What's next?

Within a job you can also automate the creation of tasks assigned to candidates. 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.

Did this answer your question?