Creating A Task

Table of Contents

• Introduction
• How To Use Tasks
  • To Add A Note
  • To Add Task To-Do List Items
  • To Add An SMS
  • To View Your Tasks

✏️ Introduction

Managing the recruitment process often means juggling multiple tasks and deadlines. From following up with candidates to scheduling interviews, it's easy for something to slip through the cracks. That’s where tasks come in.

This guide will show you how to create and manage tasks directly within candidate applications - making it easier to stay organised and ensure every important step is actioned on time. Whether it's adding a quick note, setting a to-do item, or sending an SMS, you'll learn how to use these tools to stay on top of your recruitment workflow.

📋 How To Use Tasks

To get started simply select the candidate by ticking the checkbox (1) followed by “options” (2) and “add note” (3). 

You will now see the following pop-out which allows you to create either your note, to-do action or SMS against the candidate's application. 

🗒️ To Add A Note

To add a note simply click on note at the top of the pop out (1). You will see “Link to Application” greyed out as your note is automatically attached to the job role that the candidate has applied for. 

You will then see a text area box where you can enter in the note you would like to add (2).

Once you are happy with your note, simply click “Add” at the bottom of the pop-out (3). 

You will now see the following message to confirm your action.

📍 To Add Task To-Do List Items

To add a task to-do list item, start by clicking on “Task To-Do List Items” at the top of the pop-out (1). 

You will now need to set a due date for this task to be completed by (2).

You will then see a text area box where you can enter in the to-do list item you would like to add (3).

Once you are happy with your to-do list item, click on “Add” at the bottom of the pop-out (4).

You will now see the following message to confirm your action.

📲 To Add SMS

To add an SMS, start by clicking on “SMS” at the top of the pop-out (1). 

You will then see a text area box where you can enter in the SMS message you would like to send (2).

Once you are happy with your SMS message, click on “Send” at the bottom of the pop-out (3).

You will now see the following message to confirm your action.

🔎 To View Your Tasks

In order to view any notes or to-do list actions added to a candidate, simply hover over the “note pad” icon and you will see a notes bubble with any notes that have been entered.