---
title: Creating Tasks & Reminders
description: Follow this step-by-step guide to stay on top of every hiring details and make the most of the platform.
---

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 SCALIS Knowledge Base

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1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en)
2. [Hiring Team Management](https://help.scalis.ai/hiring-team-management?hsLang=en)
3. [Tasks & Reminders](https://help.scalis.ai/hiring-team-management?hsLang=en#tasks-reminders)

# Creating Tasks & Reminders

TASKS & REMINDERS

Follow this step-by-step guide to stay on top of every hiring detail and make the most of the platform.

6 steps3 min read

In this guide

[Creating Tasks](https://help.scalis.ai/creating-tasks-reminders#creating-tasks)

[Create a Task from a Job](https://help.scalis.ai/creating-tasks-reminders#create-a-task-from-a-job)

[Create a Task from a Candidate Profile](https://help.scalis.ai/creating-tasks-reminders#create-a-task-from-a-candidate-profile)

[Managing Tasks](https://help.scalis.ai/creating-tasks-reminders#managing-tasks)

[Setting Up Reminders](https://help.scalis.ai/creating-tasks-reminders#setting-up-reminders)

 

Creating Tasks

 

1

Step 1

Create a Task

 

Navigate to **Tasks and Reminders**.

 

Click **Create Task**.

![Tasks & Reminders page with Create Task button highlighted](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/start-create-task.jpg)

The Tasks & Reminders page with the Create Task button highlighted.

2

Step 2

Add Task Details

 

Set the task's **visibility**.

 

Name the task and give additional context to assignees by adding a description.

 

Enter a due date and time.

 

Add assignees who will be responsible for this task.

 

Set a priority level, status, and labels.

 

Link a Job or Candidate that is associated with the task.

![Create Task modal with name, description, due date, and assignees fields](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/add-details-part1.jpg)

The Create Task modal, showing name, description, due date, and assignees fields.

![Create Task modal with priority, status, labels, visibility, and linked Job/Candidate fields](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/add-details-part2.jpg)

The Create Task modal, showing priority, status, labels, visibility, and linked Job/Candidate fields.

Create a Task from a Job

3

Step 3

Create a Task from a Job

You are able to create a task directly from a job.

 

Navigate to **Job Dashboard**.

 

Click into the job and select **Create Task**.

💡 **Note:** This automatically fills in the linked entities to the job.

![Job page with Create Task option selected](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/task-from-job.jpg)

The job page with the Create Task option selected from within a job.

Create a Task from a Candidate Profile

4

Step 4

Create a Task from a Candidate Profile

 

Navigate to **Job Dashboard** and click **View Pipeline**.

 

Click the candidate you want to associate the task with.

 

Click **"..."** and select **Create Task & Reminder**.

![Candidate profile with "..." menu open showing Create Task & Reminder](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/task-from-profile.jpg)

The candidate profile with the "..." menu open, showing Create Task & Reminder.

Managing Tasks

5

Step 5

Manage Your Tasks

Whether you're managing multiple roles or coordinating across teams, this feature helps you stay focused, proactive, and efficient. From the Tasks & Reminders tab you can:

 

Edit a task

 

Snooze a task

 

Complete a task

 

Nudge assignee(s) of a task

 

Delete a task

 

Switch from List to Kanban view

 

Drag and drop task cards between statuses

 

Update the status of a task

![Tasks & Reminders tab in Kanban view showing task cards across statuses](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/manage-tasks.jpg)

The Tasks & Reminders tab in Kanban view, showing task cards across statuses.

Setting Up Reminders

✓

Final Step

Set Up a Reminder

Set reminders to get notified before important deadlines.

 

Navigate to **Company Settings**.

 

Click **Notifications**.

 

Click **Add Notification**.

 

Configure the timing for the reminder.

 

Click **Save**.

![Notifications settings page with Add Notification selected](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Tasks%20and%20Reminders/reminder-notifications.jpg)

The Notifications settings page with Add Notification selected.

That's it! With tasks and reminders set up, your whole hiring team stays on the same page. Reach out to your CSM any time you need a hand.

 

- [Getting started](https://help.scalis.ai/getting-started?hsLang=en#main-content)

    - [Account Setup](https://help.scalis.ai/getting-started?hsLang=en#account-setup)
    - [Super Admin Essentials](https://help.scalis.ai/getting-started?hsLang=en#super-admin-essentials)
- [Job Setup](https://help.scalis.ai/job-setup?hsLang=en#main-content)

    - [Opening a Job](https://help.scalis.ai/job-setup?hsLang=en#opening-a-job)
    - [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation)
    - [Dashboard Setup](https://help.scalis.ai/job-setup?hsLang=en#dashboard-setup)
- [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en#main-content)

    - [Overview](https://help.scalis.ai/candidate-management?hsLang=en#overview)
    - [Interview Scheduling](https://help.scalis.ai/candidate-management?hsLang=en#interview-scheduling)
    - [Communications](https://help.scalis.ai/candidate-management?hsLang=en#communications)
    - [Offer Management](https://help.scalis.ai/candidate-management?hsLang=en#offer-management)
- [Hiring Team Management](https://help.scalis.ai/hiring-team-management?hsLang=en#main-content)

    - [Talent Database](https://help.scalis.ai/hiring-team-management?hsLang=en#talent-database)
    - [Referrals](https://help.scalis.ai/hiring-team-management?hsLang=en#referrals)
    - [Tasks & Reminders](https://help.scalis.ai/hiring-team-management?hsLang=en#tasks-reminders)
    - [Candidate Reviews](https://help.scalis.ai/hiring-team-management?hsLang=en#candidate-reviews)
    - [Closing a Job](https://help.scalis.ai/hiring-team-management?hsLang=en#closing-a-job)
    - [Communication](https://help.scalis.ai/hiring-team-management?hsLang=en#communication)
- [Integrations](https://help.scalis.ai/integrations?hsLang=en#main-content)

    - [Job Boards](https://help.scalis.ai/integrations?hsLang=en#job-boards)
    - [HRIS Integrations](https://help.scalis.ai/integrations?hsLang=en#hris-integrations)
    - [Subsidiaries & Clients](https://help.scalis.ai/integrations?hsLang=en#subsidiaries-clients)
- [Reporting & Analytics](https://help.scalis.ai/reporting-analytics?hsLang=en)
- [Knowledge](https://help.scalis.ai/knowledge?hsLang=en#main-content)

    - [Employment Training](https://help.scalis.ai/knowledge?hsLang=en#employment-training)
    - [Human Resources](https://help.scalis.ai/knowledge?hsLang=en#human-resources)
    - [New Features](https://help.scalis.ai/knowledge?hsLang=en#new-features)
    - [Job Boards](https://help.scalis.ai/knowledge?hsLang=en#job-boards)
    - [Agencies](https://help.scalis.ai/knowledge?hsLang=en#agencies)
- [FAQs](https://help.scalis.ai/faqs?hsLang=en)
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