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# How to Auto-Assign Tasks to Teammates

# How to Auto-Assign Tasks to Teammates

This article explains how to automatically assign tasks to team members when candidates reach specific pipeline stages. Task automation helps ensure timely follow-ups and keeps your team organized with clear action items.

## How it works

When a candidate enters a stage with task automation:
1. System creates a new task
2. Assigns it to the selected teammate
3. Sets due date and priority
4. Teammate receives notification

## Setting up auto-assign tasks

1. Open a job
2. Go to the **Workflow** tab
3. Click the **bolt icon** on the target stage
4. Click **Add Automation** ![How to Auto-Assign Tasks to Teammates: Setting up auto-assign tasks](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-auto-assign-tasks-1_bxoerp.png)
5. Select **Assign Task** ![How to Auto-Assign Tasks to Teammates: Setting up auto-assign tasks](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-auto-assign-tasks-2_no4wmf.png)
6. Configure the task

## Configuration options
![How to Auto-Assign Tasks to Teammates: Configuration options](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-auto-assign-tasks-3_11fevot.png)
### Task type
Select from your task types (e.g., "Review Resume", "Schedule Call", "Send LinkedIn Request").

### Assignee
Choose which team member receives the task. They must be in your company account.

### Due date
Set when the task should be completed:
* Days from now
* Specific date
* Based on candidate's interview date

### Priority
Choose priority level:
* P1: Critical (same day)
* P2: High (next 1-2 days)
* P3: Medium (this week)
* P4: Low (when possible)
* P5: Lowest (backlog)

## Example task automations

### Phone screen stage
**Task: Schedule phone call**
* Assignee: Recruiter
* Due: 2 days
* Priority: P2
* Purpose: Ensure timely follow-up

### Reference check stage
**Task: Contact references**
* Assignee: Recruiter
* Due: 3 days
* Priority: P3
* Purpose: Complete reference checks

### Offer stage
**Task: Prepare offer letter**
* Assignee: HR Manager
* Due: 1 day
* Priority: P1
* Purpose: Move quickly on top candidates

### Sourcing stage
**Task: Send LinkedIn connection**
* Assignee: Sourcer
* Due: 1 day
* Priority: P2
* Purpose: Begin outreach

## Managing auto-created tasks

View all tasks at [**Tasks**](https://app.100hires.com/tasks):
* Filter by assignee
* Sort by due date
* Mark complete when done

Completed tasks appear in candidate's activity log.

## Tips

* Use specific task types for better tracking
* Set realistic due dates
* Combine with email notifications for urgent tasks
* Review overdue tasks regularly
* Close tasks promptly to keep the list manageable