What this feature does and when to use it?
A follow-up task is a regular Recruit CRM task that you can create while performing another action. Instead of opening the Tasks section separately, you can create a task while sending an email, updating a candidate’s hiring stage, adding a note, or logging a call.
Use follow-up tasks when you want to schedule a reminder for an email response, plan the next step after a hiring stage change, or track an action discussed during a candidate or contact conversation.
How to create follow-up tasks
Create a follow-up task while sending an email
Open Compose Email to email a candidate or contact.
Compose your email.
At the bottom of the Compose Email window, select Create Follow-up Task.
Send the email.
Please note
When creating a follow-up task while sending a bulk email, the Create Follow-up Task window includes a toggle that determines how many tasks are created:
On: Creates a follow-up task for every recipient.
Off: Creates a follow-up task for the first recipient only.
Create a follow-up task when changing the hiring stage
Change the candidate’s hiring stage from the Candidate Profile or the job’s Candidate Pipeline.
At the bottom of the Update Hiring Stage window, select the follow-up task option.
Save the hiring stage change.
Create a follow-up task when adding a note
Open the candidate’s record and add a note.
At the bottom of the note box, select Create Follow-up Task.
Save the note.
You can also mention teammates in a note to notify them and keep your team informed.
Create a follow-up task when adding a call log
During or after a call with a candidate or contact, open the call log section and add your call notes.
At the bottom of the call log window, select Create Follow-up Task.
Save the call log.
Create a follow-up task while Reading an Email
You can create follow-up tasks directly while reading emails from the Related Emails section of a candidate/contact profile or your Mailbox, including the reading pane, without having to reply to or forward it.
Open an email from the Related Emails section or your Mailbox.
On the View Email screen, including the reading pane, click Create Follow-Up Task.
Set up your follow-up task and save it.
Please note: The follow-up task is automatically attached to the relevant record based on the email you're viewing.
Troubleshooting
Problem: No follow-up task was created after sending an email, saving a note, logging a call, or changing a hiring stage
Problem: No follow-up task was created after sending an email, saving a note, logging a call, or changing a hiring stage
Likely cause: The follow-up task option was not selected before the action was completed.
What to check: Confirm whether Create Follow-up Task was selected before sending or saving.
Resolution: If the task was not created, go to Tasks and create it separately. For future actions, select the follow-up task option before sending or saving.
Problem: A bulk email created fewer follow-up tasks than expected
Problem: A bulk email created fewer follow-up tasks than expected
Likely cause: The toggle in the Create Follow-up Task window was turned off, so a task was created only for the first recipient.
What to check: Review the toggle setting when creating follow-up tasks for bulk emails.
Resolution: Turn the toggle on when sending future bulk emails to create a follow-up task for every recipient. Create any missing tasks manually from Tasks.
FAQs
Where can I create follow-up tasks?
Where can I create follow-up tasks?
You can create follow-up tasks while composing an email, changing a hiring stage, adding a note, or logging a call.
How do follow-up tasks work with bulk emails?
How do follow-up tasks work with bulk emails?
The Create Follow-up Task window includes a toggle. When enabled, a task is created for every recipient. When disabled, a task is created only for the first recipient.
Can I create follow-up tasks for both candidates and contacts?
Can I create follow-up tasks for both candidates and contacts?
Yes. Follow-up tasks are supported when sending emails or logging calls for candidates and contacts.
Can I create a follow-up task after completing an action?
Can I create a follow-up task after completing an action?
You cannot create the follow-up task from the same window after the action has been completed. Instead, go to Tasks and create the task separately.
Conclusion
Follow-up tasks help you turn emails, hiring stage changes, notes, and call logs into actionable next steps. Create them while performing these activities to keep track of important follow-ups with candidates and clients.
If you need further assistance, contact your Account Manager or use the chat icon at the bottom right of your screen to reach Recruit CRM support.