What this feature does and when to use it?
Tasks help you organize and track activities related to your recruitment workflow. You can create tasks for Candidates, Contacts, Companies, Jobs, and Deals, assign them to yourself or teammates, and link them to multiple records.
This feature is useful when you want to:
Create follow-up reminders for Candidates, Contacts, Companies, Jobs, or Deals.
Assign tasks to yourself or team members.
Collaborate with colleagues on specific tasks.
Associate a task with multiple records.
Manage and track all your tasks from one place.
How to create a task
Open the profile of a Candidate, Contact, Company, Job, or Deal, then click the Tasks (checklist) icon on the right-hand side.
Enter the task details. When creating a task from a record, the Related To field is automatically populated with that record.
Add a Collaborator if you'd like another team member to access and collaborate on the task.
To link the task to additional records, create Associations and select the relevant Candidates, Contacts, Companies, Jobs, or Deals.
Click Add to save the task. It will appear under the Tasks section of the related record.
Other ways to create tasks
You can also create tasks from other areas in Recruit CRM:
Click the ➕ icon in the top-right corner to quickly create a new task.
Navigate to the Tasks & Meetings page to create tasks, view all existing tasks, and sort or filter them by date and status.
You can also view all your tasks in the Task Queue. Refer to the Task Queue article to learn more.
Create tasks on the mobile app
You can create tasks from the Tasks page or directly from the profile of a Candidate, Contact, Company, Job, or Deal using the floating action button.
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FAQs
1. Can I assign a task to another team member?
1. Can I assign a task to another team member?
Yes. You can add team members as Collaborators on a task.
Conclusion:
Tasks help you stay organized by keeping all your follow-ups and action items in one place. Whether you're creating tasks from a record, assigning collaborators, linking multiple records, or managing tasks from the Tasks & Meetings page, Recruit CRM makes it easy to keep your recruitment activities on track.