💡 Creating Tasks & Reminders

How to Create Tasks 

1. Navigate to "Tasks and Reminders". 
2. Click "Create Task". 
3. Name the task and give additional context to assignees by adding a description. 
4. Enter a due date and time. 
5. Add assignees who will be responsible for this task. 
6. Set a priority level, status, and labels. 
7. Link a Job or Candidate that are associated to the task. 

There are a few ways you can create a task. . . 

📝  Create a task from a Job

1. Navigate to Job Dashboard. 
2. Enter the job you want to associate the task with, and click "Create Task". 

📝  Create a task from a Candidate Profile

1. From the Job Dashboard, click "View Pipeline". 
2. Click the candidate you want to associate the task with. 
3. Click "More Actions" in the top right corner, then click "Create Task & Reminder".

Managing 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 

⏰ Setting up Reminders 

Set reminders to get notified before important deadlines. 

1. Navigate to Company Settings.
2. Click "Notifications". 
3. Click "Add Notification" 
4. Set a time for the reminder, and click "Save".