Using the tasks screen for staff

Using the tasks screen for staff

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 an entity. 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 Staff, and search for the staff member'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.

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