Job tasks
Follow-up reminders linked to a job — sourcing milestones, kickoff calls, deadline checks. Schedule, assign, mark complete.
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”.
Scheduling a new task
Click New task at the top. A side panel opens.
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Title
Short and specific.
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Description (optional)
Multi-line, free text.
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Due date and time
Pick a date; optional time. Tasks without a time default to end-of-day.
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Assignee
Pick a teammate. Defaults to you.
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Priority
Low, Medium or High.
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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.