Using the tasks screen for candidates

Using the tasks screen for candidates



Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system.

Adding a public task
Public tasks can be seen by anyone and must be connected with a cohort. Public tasks can have multiple assignees.
  1. Click on the  icon in the top banner.
  2. Click on Create Task in the top right.
  3. In the pop-up window, click on the Public tab in the top right, if you’re not already on it.
  4. In the For field, select Candidate, and search for the candidate's name in the field that appears.
  5. Fill in a Description of the task, the Due Date, and the Time it is due.
  6. Click on the Assignee field to choose which users are assigned to this task. You will be selected by the default, and can be removed by clicking the X next to your name.
  7. Type in any Notes relating to this task.
  8. Click Submit.
Adding a private task
Private tasks can only be seen by you, and are not connected to a candidate. Find out more.

Editing a task
  1. Click on the  icon in the top banner.
  2. For the task you want to edit, click on > Edit.
  3. Make the necessary changes in the pop-up window.
  4. Click Save.
Deleting a task
  1. Click on the  icon in the top banner.
  2. For the task you want to delete, click on > Delete.
  3. Type DELETE into the pop-up window.
  4. Click Delete.
Changing a task’s status
  1. Click on the  icon in the top banner.
  2. Under the Status column, click on the drop-down menu for the task whose status you want to change.
  3. Select To do, In Progress, or Complete.

    • Related Articles

    • Tasks in the candidate profile

      Tasks are a way of keeping track of any actions you need to do associated with a particular candidate. Tasks created for a candidate can be seen by all users in that candidate’s hiring team. Adding a task In eyrecruit, click on the Pipeline tab. ...

    • Adding notes to the candidate profile

      The hiring team is able to add notes to a candidate’s profile. These notes can record interactions with the candidate, or just include basic observations that can be seen by other users in the hiring team. To add a note In eyrecruit, go to either the ...

    • Assigning tags to a candidate

      Tags are a way you can organise candidates and jobs. Each tag is coloured so you can keep track of it on the pipeline, jobs screen, and candidates screen. Tags can be assigned to a candidate from the candidate's profile, or to a job when creating a ...

    • Editing the candidate profile

      Changing the candidate's name In eyrecruit, go to either the Pipeline or the Candidates tab and click on the candidate to bring up their profile. Hover over the candidate's name in the top left to bring up three icons. Click on the icon to edit the ...

    • Candidate tracker

      The candidate tracker allows you to view information on the candidates you currently have active. The information in the table is taken from the candidate’s profile, and includes their personal information, which job they applied for, which stage ...