How to Create and Manage Tasks

This article explains how to create and manage tasks in 100Hires. Tasks help you track follow-ups, assign work to colleagues, and ensure nothing falls through the cracks.

Creating a task

From a candidate profile

1. Open the candidate's profile
2. Go to the Tasks tab (right panel)
3. Click Create Task
4. Fill out:

• Task type: Select from your task types
• Due date: When it should be completed
• Priority: P1 (highest) to P5 (lowest)
• Assignee: Team member responsible
• Description: Details about the task

5. Click Save

Using automations

Tasks can be created automatically:

1. Go to job's Workflow tab
2. Add Assign Task automation to a stage
3. Configure task details
4. Task is created when candidates reach that stage

Task types

Manage task types at Settings / Task Types:

• Review resume
• Schedule call
• Send follow-up
• Check references
• Send LinkedIn request
• Custom types you create

Viewing your tasks

Go to Tasks to see:

To Do tab

• Open tasks assigned to you
• Sorted by due date and priority
• Click to view candidate context

Done tab

• Completed tasks
• Reference for what's been done

Deleted tab

• Removed tasks
• Can restore if needed

Managing tasks

Mark as complete

1. Find the task in your list or candidate profile
2. Click the checkbox or "Mark done" button
3. Task moves to Done tab

Edit a task

1. Click on the task
2. Modify any field
3. Save changes

Delete a task

1. Find the task
2. Click delete/trash icon
3. Task moves to Deleted tab

Task notifications

When a task is assigned:

• Assignee receives email notification
• Email includes task details and candidate link
• Reminder notifications for overdue tasks (configurable)

Configure at Settings / Notifications:

• New task assigned to you
• Due tasks assigned to you
• Task updates

Priority levels

Use cases

• Recruiter handoffs: Assign review tasks to hiring managers
• Manual follow-ups: "Send LinkedIn connection request"
• Reference checks: Assign to HR team
• Sourcing tasks: In nurture campaigns, add task steps for manual outreach

Updated on: 26/12/2025