Setup Predefined Tasks for Automation

Jobsoid allows you to create predefined tasks and delegates them to your team members with ease. You can assign a particular task to a team member at the time of task creation. Every time that particular task is added, it will be assigned to the concerned team member automatically.

You can also link these tasks with the stages of your recruitment pipeline and automate your task assignment process.

Creating a Task

1
Go to the Settings page
2
Click on Tasks under the Workflow section
3
Click on (+) New button on the top right corner. This will open a Create/Edit Task form
4
Enter the task name in the Title text box
5
If you wish to set a reminder to this task, toggle the Set Reminder switch to ON
6
Choose the number of days prior to which you want your alert reminder to be sent. Adjust the days using the up-down arrows
7
Select the time from the Alert Time dropdown
8
Choose the name of the team member to whom you want to assign this task from the Assign To dropdown
9
Set priority to this task. Click on the respective button under Priority
10
To save the task, click on Save button

Editing a Task

1
Click on the Edit icon beside the task name
2
Make the required changes to the task in the Create/Edit Task form
3
Click on the Save button and save the changes

Deleting a Task

1
Click on the Delete icon beside the task name
2
A message box asking you to confirm the deletion will be shown to you. Click on the Delete button

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