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

Create a Task from a Job

Create a Task from a Candidate Profile

Managing Tasks

Setting Up Reminders

Creating Tasks

Step 1

Create a Task

Navigate to Tasks and Reminders.

Click Create Task.

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

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

Create a Task from a Job

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

Create a Task from a Candidate Profile

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.

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

Managing Tasks

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

Setting Up Reminders

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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.

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.