Create calls, emails, and to-dos for yourself or your teammates, tied directly to a candidate, contact, job, or campaign. Tasks are how you keep follow-ups from slipping through the cracks and how managers hand work off to the right person.
For recruiters managing their own follow-up queue, team leads delegating work, and agency owners building accountability into the day-to-day.
How to create a task
Open the record you want to attach the task to, a candidate or contact profile.
Go to the Tasks tab.
Fill in:
Task Title — short and action-oriented (e.g., "Call about Senior PM role")
Notes — optional context the assignee will need
Associated with — yourself or a teammate
Task Type — Call, Email, or To-do
Due Date & Time — when it needs to be done
Reminder — optional email nudge before the due date
Priority — mark the task as High, Medium, or Low so urgent items float to the top of the queue
Repeat Task — set the task to recur on a schedule (daily, weekly, monthly) so you don't have to recreate it each time
Click Create Task.
Other places to create a task
You can also create tasks from the Tasks page directly, useful for tasks not tied to a single profile, like "Build a search for the new Senior PM role" or "Prep agenda for client QBR." From the Tasks page you can also link the task to a job or campaign.
Practical example
A recruiter finishes a screening call and the candidate asks for two days to think it over. Before closing the profile, they create a task on the candidate: Task Type set to Call, Due Date & Time three days out, Priority set to High, and a reminder for the morning of. The reminder lands on day three, they make the call, and the candidate doesn't slip out of the funnel.
Things to know
Tasks attached to a profile show up on that profile's Tasks tab and in the assignee's Tasks page, both views stay in sync.
A task with no profile or job attached still works, it sits on the assignee's Tasks page as a personal to-do.
Email reminders go to the assignee's primary email address. Reminders aren't sent to the task creator unless they assigned it to themselves.
Repeating tasks generate a new instance on the schedule you set. Editing the original repeat schedule doesn't change tasks already created.
Marking a task complete logs the activity on the linked profile, so the timeline reflects when the call or email actually happened.
Related
Creating Recipes — automate task creation based on stage moves