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Job tasks

Follow-up reminders linked to a job — sourcing milestones, kickoff calls, deadline checks. Schedule, assign, mark complete.

Where to find it
Job detail → Tasks tab
Who can use it
Anyone with access to jobs can read. Scheduling and editing requires edit access on jobs.

Tasks on a job make sure nothing slips: “chase down 5 LinkedIn outreaches by Friday”, “send shortlist to client by end of week”, “schedule a kickoff call with the new hiring manager”.

The Tasks tab. Each row is one task. Completed tasks show with a strikethrough.

Scheduling a new task

Click New task at the top. A side panel opens.

  1. Title

    Short and specific.

  2. Description (optional)

    Multi-line, free text.

  3. Due date and time

    Pick a date; optional time. Tasks without a time default to end-of-day.

  4. Assignee

    Pick a teammate. Defaults to you.

  5. Priority

    Low, Medium or High.

  6. Save

    The task appears in the list and on the global Calendar.

Working with tasks

Each task shows title, due date, assignee, status. Hover any row to reveal:

  • Edit — reopens the side panel.
  • Mark complete — strikes through, moves to the bottom.
  • Delete — confirmation required.

The counter on the Tasks tab is the open-tasks count — completed and deleted don’t add to it.

Where else tasks appear

Tasks scheduled here show on the global Calendar view alongside candidate, contact, client tasks and interviews. Filter the calendar by assignee to see your own week at a glance.

Who can do what

What you want to do

What you need

Read tasks

Access to jobs

Schedule a new task

Edit access on jobs

Edit, complete, delete

Edit access on jobs

Tips

  • One task per concrete action. “Send shortlist, then follow up” is two tasks.
  • Pair tasks with comments. When you mark a task complete, drop a comment with the outcome.
  • Reserve High priority for must-do-today. If everything is High, nothing is.
  • Use tasks for kickoff prep. Before opening a job, schedule a kickoff call task assigned to yourself — easy to forget otherwise.