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Viewing and completing tasks

View your assigned tasks in the Tasks tab, create new ones, and mark them complete from one place.

Written by Amritanshu Anand

Tasks help you keep track of follow-ups, calls, interview prep, and anything else that needs to get done in your recruiting flow. Every task you're assigned shows up in your Tasks tab.

View your tasks

Create a new task

You can create tasks straight from the Tasks tab, useful for quick to-dos that aren't tied to a specific record. For tasks linked to a candidate, job, or company, it's usually easier to create them from that record's profile so the link is set automatically.

Mark a task complete

Two ways to do it:

  • Click the checkmark (βœ…) next to the task.

  • Select the task, then click Mark as done.

Either action drops the task off the active list.
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Things to know

  • Tasks created on a candidate, job, or company link back to that record, so opening the task takes you straight to the relevant context.

  • Anyone on your team can assign tasks to you, those land in your Tasks tab the same way as ones you create yourself.

  • Completed tasks aren't lost. Switch the view (or filter by status) to see what's already been done.

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