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Tasks, Meetings, and the Task Queue in Recruit CRM

Everything you need to manage tasks, meetings, and the task queue in one place.

Written by Sanjana Panigrahi

What this feature does and when to use it?

Tasks and Meetings Page: From one place, you can view, filter, sort, and manage tasks and meetings, process pending work using the Task Queue, perform bulk actions such as updating, completing, deleting, or exporting records, and keep track of overdue tasks.

Use this feature when:

  • You want to view and manage all your tasks and meetings from a single location.

  • You need to work through pending tasks efficiently using the Task Queue.

  • You want to filter and sort tasks or meetings to focus on your priorities for the day.

  • You need to perform bulk actions, such as marking tasks as completed, updating, deleting, or exporting multiple records at once.

  • You want to monitor and manage overdue tasks to ensure nothing is missed.

Managing tasks and meetings efficiently plays an important role in staying on top of your daily workload. The following sections explain how to use the Tasks and Meetings page to organize and complete your work more effectively.

Step-by-step instructions to navigate the Tasks and Meetings Page

1. Open the Tasks and Meetings page

From the left navigation panel, click Tasks and Meetings. Use the dropdown in the top right corner to switch between the Tasks and Meetings views.
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2. Manage tasks

Use the Quick View section to switch between All Tasks, Completed Tasks, and Incomplete Tasks.
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You can choose between All Tasks, Completed Tasks, and Incomplete Tasks from the Quick View section. When you use the Tasks page for the first time, the system sets the Quick View to Incomplete tasks, with the Owner filter set to you, and the Due date filter set to today.

If you change any filter, including the Quick View selection, that choice persists the next time you open the section, even after you log out and log back in.

You can filter tasks based on the Owner, Collaborators, Status, Entity, Associations, Due Date, Added By, Added on, Related To, Updated By, and Updated On parameters.

You can further refine the tasks by using the available filters to quickly find specific tasks based on:

  • Owner

  • Collaborators

  • Status

  • Entity

  • Association

  • Due date

  • Added by and Added on

  • Related To

  • Updated by and Updated on
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3. Process tasks using the Task Queue

Click Start Tasks in a Queue from the top right of the Tasks page to work through pending tasks without manually opening each record.
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Within the Task Queue, you can:

  • Switch between Candidate, Contact, Company, Job, and Deal tasks.

  • Use the Progress dropdown to see all records in the queue.

  • Navigate between records using the Previous and Next buttons.

  • Reschedule the task

  • Mark it as done
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4. Manage overdue tasks and perform bulk actions

Any task that remains incomplete after its due date is automatically marked as Overdue. Since tasks are not completed automatically, they must be manually marked as complete either from the related record or directly from the Incomplete Tasks view on the Tasks and Meetings page.

You can also perform bulk actions by selecting multiple tasks and using the toolbar to:

  • Mark tasks as completed

  • Update task details

  • Delete tasks

  • Export tasks

5. Manage meetings

Switch to the Meetings view using the dropdown in the top right corner. Choose between List View and Calendar View, then use Quick View to display:

  • All Meetings

  • Upcoming Meetings

  • Past Meetings

  • Today's Meetings
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By default, Recruit CRM displays your upcoming meetings. Use filters to narrow results based on:

  • Owner

  • Attendees

  • Collaborators

  • Meeting Type

  • Entity Status

  • Associations

  • Scheduled Date

  • Added by and Added on

  • Related To

  • Updated by and Updated on
    ​

Ensure your calendar is connected and synchronized so meetings appear correctly.

6. Perform bulk actions on meetings

Select one or more meetings to perform bulk actions using the toolbar. You can:

  • Update meeting details

  • Delete meetings

  • Export meetings
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7. Sort and view related records

Use the Sort option to organize both tasks and meetings in ascending or descending order. Available sorting options include:

  • Related To

  • Owner

  • Status

  • Task or Meeting Type

  • Added By and Added On

  • Updated By and Updated On

  • Due Date or Meeting Date

  • Title

  • Description
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To view more information about a related record, click the Profile View icon beside the record name in the Related To column. A side panel opens with the record's details.

8. Filter tasks and meetings from the Dashboard

Use the filtering options available on the Dashboard to quickly refine the tasks and meetings displayed.

  • Filter Tasks by status and date.

  • Filter Meetings by status, meeting type, and date.
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Troubleshooting

Problem: Tasks are missing from the Tasks page

Likely cause: Filters or Quick View are hiding some tasks.

What to check:

  • Confirm whether Quick View is set to All, Completed, or Incomplete.

  • Check filters such as owner, collaborators, status, entity, and due date.

Resolution:

Clear or adjust filters and switch Quick View to All to see a broader set of tasks.

Problem: Overdue tasks are not marked as completed even after the due date passes

Likely cause: Tasks are not automatically completed.

What to check:

Confirm whether you manually checked the checkbox beside the task name.

Resolution:

Open the record or use the Tasks and Meetings page, find the overdue task, and manually mark it as completed by checking the checkbox.

Problem: Meetings do not appear in the Meetings section

Likely cause: Calendar is not connected or not synced with Recruit CRM.

What to check:

  • Verify that your calendar is connected and syncing with Recruit CRM.

  • Check filters and Quick View (such as upcoming or today’s meetings).

Resolution:

Connect and sync your calendar, then review the Meetings page again with appropriate filters.

Problem: Bulk actions are not affecting the expected items

Likely cause: Not all intended tasks or meetings are selected.

What to check:

Confirm which rows are selected before performing bulk update, bulk delete, or export.

Resolution:

Re-select the correct items and then click the relevant bulk action button (Mark as Completed, Update, Delete, or Export).

FAQs

Q1: What is the default view when I open the Tasks page for the first time?

The default view shows incomplete tasks where you are set as the owner. Any filters you change will persist the next time you open the section.

Q2: What is the default view when I open the Meetings page for the first time?

The default view shows upcoming meetings where you are the default owner, and your chosen filters will be maintained in future sessions.

Q3: Are tasks automatically marked as completed when the due date passes?

No. Tasks are only marked as completed when you manually check the checkbox beside the task name or use bulk actions to mark them as completed.

Q4: How does the task queue help me work faster?

The task queue opens the profile pages linked to tasks and lets you move between records using previous and next buttons, so you do not need to manually open each task in a new tab.

Q5: Can I export tasks and meetings?

Yes. You can export both tasks and meetings by selecting them on their respective list pages and clicking the export arrow in the top header bar.

Conclusion:

Managing tasks, meetings, and the task queue from one central place in Recruit CRM helps you stay on top of your daily work, handle overdue items, and streamline bulk updates. If you need more help creating tasks or meetings, use the in-app hyperlinks provided on the dashboard and Tasks and Meetings pages for additional guidance.

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