Create Task

To create a new Task:

1. From the Tasks page, select Create Task.  Complete the displayed fields as displayed below.
2. Task Name (Required): Select from the following:
   
   1. Email Candidate
   2. Schedule 1st Interview
   3. Schedule Phone Interview
   4. Review Resume
   5. Schedule 2nd Interview
   6. Send Offer Letter
   7. Custom Task.  When Custom Task is selected, you must include a new Task Name.
3. Regarding Job (Optional):  Select field and enter the characters for the Job to associate this Task with.  Select the matching Job. 
4. Regarding Candidate (Optional):  Select this field and enter the characters for the Candidate to associate this Task with.  Select the matching Candidate.
5. Assignee (Required): Select this field and enter the characters for the User to associate this Task with.  Select the matching User.
6. Due at:  Select the Date (required) and Time (optional) for when the Task must be completed.
7. Note:  Enter any additional notes useful in completing the Task.
8. When finished, select the Save Task button.

Email Template

When a task is created, the Assignee will receive an email informing them of the following:

• Task Name
• Date Created
• Assigned by
• Regarding Job
• Regarding Candidate
• Due Date
• Notes

This email will be sent to the Assignee only upon Task creation.