The Tasks & Reminders feature helps recruiters stay on top of follow-ups, candidate actions, interview coordination, and team handoffs from a single place within CRM. Instead of relying on manual tracking or notes, recruiters can create time-bound tasks, assign them to themselves or other team members, and receive reminders through notifications and email alerts.
This feature also brings system-generated tasks and recruiter-created tasks together into one centralised workspace, making it easier to track pending actions, prioritise outreach activities, and ensure important follow-ups are not missed.
With Tasks & Reminders, recruiters can:
- Create and manage follow-up tasks for candidates and jobs
- Assign tasks to teammates for collaboration and handoffs
- Set due dates and reminder notifications
- Track upcoming, overdue, and completed tasks
- Access task-related actions directly from notifications
- Add follow-up comments and updates to tasks
- Monitor team task activity and reporting visibility
Accessing Tasks
You can access the Tasks section in CRM using either of the following ways depending on where you are working within the platform.
Access Tasks from the left navigation menu
Recruiters can directly open the Tasks workspace from the left navigation panel.
To access Tasks from the left menu:
- Log in to CRM.
From the left navigation panel, click Tasks located below Dashboard.
The Tasks page opens where you can view and manage all your task activities.
From this page, you can:
- View Overdue, Upcoming, and Completed tasks
- Search tasks using the search bar
- Filter tasks by task type, assignee, and date range
- Track pending recruiter actions from a centralized workspace
Access Tasks from the Dashboard
You can also access your tasks directly from the All Tasks widget available on the Dashboard. This helps recruiters quickly monitor pending actions without navigating away from the home screen.
To access Tasks from the Dashboard:
- Open the Dashboard page after logging in to CRM.
- Locate the All Tasks widget on the right side of the page.
- Review task categories such as:
- Overdue
- Upcoming
- Click View all to open the complete Tasks page.
This widget gives recruiters quick visibility into pending follow-ups and helps prioritise actions that require immediate attention.