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Task Sequencing in Recruit CRM: How to Create and Use Task Sequences

This article will guide you on how to create task sequence to streamline your workflow and enhance task management.

Written by Sanjana Panigrahi

What does this feature do & when to use it?

Task sequencing is a powerful method to automatically set up tasks for your candidate and contact profiles in Recruit CRM, along with other follow-up steps (emails, LinkedIn steps, SMS steps).

A sequence defines a series of steps and the number of days after the sequence start when each step should occur. Once a record is enrolled in a sequence, Recruit CRM creates the tasks according to the task steps you configured.

  • You want to automatically set up tasks for candidate profiles.

  • You want to automatically set up tasks for contact profiles.

  • You need a structured, multi-step follow-up process using tasks, emails, LinkedIn steps, and SMS steps.

  • You want consistent timing between outreach steps without manually creating each task.

Before you begin

  • Task sequencing is available as a Business plan and above.

  • Users on Pro or Free plans can create only one sequence.

  • Only account owners, admins, and users on custom roles with access to sequences can create task and email sequences.

  • Decide whether you want to build the sequence for candidates or contacts before you start.

  • Plan your steps (tasks, emails, LinkedIn steps, SMS steps) and their timing, including how many days after the sequence start each step should occur.

Create a new sequence:

  1. Go to Admin Settings in Recruit CRM.

  2. Under CRM Process Customization, click on Sequences.

  3. Click on the Create Sequence button.

  4. Select either Candidates or Contacts as the record type for which you want to create the sequence.

  5. Enter the Sequence Title to name your sequence.

Configure step timing and behavior:

  1. For each step, specify the number of days after the start of the sequence when that step should be set up.
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  2. Confirm the days you set for each task step, as this defines when the task will be due relative to the sequence start date.
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  3. Understand how timing is calculated:
    ​Task due date = Start date + Specified number of days.
    ​Start date is the date when the task sequence is initiated.
    ​"Specified Date" is the number of days you have indicated for the task to be set up after the start of the sequence.
    ​

  4. Add steps to the sequence as required, up to a maximum of 40 steps in total.
    ​Within those forty steps, you can include up to ten task steps, ten email steps, ten LinkedIn steps, and ten SMS steps.
    ​

  5. Rearrange the order of sequence steps using the drag-and-drop functionality to match your desired workflow.
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  6. For each step, set a specific number of days for it to execute, choosing between a range of 1 to 250 calendar days or business days.
    ​

  7. To create tasks on the same day the sequence is initiated, set the day value to 0 for that step.
    ​When using a step on day 0, align the timing carefully with any previous steps or schedule it for a later time than the preceding step to keep the workflow seamless.
    ​

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Enroll contacts into a sequence while pitching candidates:

  1. When pitching candidates to contacts, complete the process of sending the email or marking the candidates as pitched.
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  2. After the successful completion of sending the email or marking candidates as pitched, you will be automatically redirected to a page where you can enroll those contacts into a sequence.
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  3. On the redirected page, follow the on-screen options to enroll the relevant contacts into your chosen sequence.
    ​

  4. Once enrollment is complete, your configured steps will run according to the days and step types you have set in the sequence.
    ​

FAQs

How is the task due date calculated in a sequence?

The task due date is calculated as: Task due date = Start date + Specified number of days, where the start date is when the sequence is initiated.
​"Specified Date" is the number of days you have indicated for the task to be set up after the start of the sequence.
​

Conclusion:

Task sequencing in Recruit CRM helps you automate structured follow-up for candidates and contacts by defining clear steps and timing. Configure your sequences carefully, especially the day values for each step, and you will maintain a consistent, efficient workflow with minimal manual effort.

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