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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Create and Manage Tasks

# 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 ![How to Create and Manage Tasks: From a candidate profile](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_3jzxsi.png)
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 ![How to Create and Manage Tasks: Using automations](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_19f1ndu.png)
4. Task is created when candidates reach that stage

## Task types

Manage task types at [Settings / Task Types](https://app.100hires.com/settings/tasks/index):
![How to Create and Manage Tasks: Task types](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_r4se7h.png)
* Review resume
* Schedule call
* Send follow-up
* Check references
* Send LinkedIn request
* Custom types you create

## Viewing your tasks

Go to [Tasks](https://app.100hires.com/tasks/) to see:
![How to Create and Manage Tasks: Viewing your tasks](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_163d7ho.png)
### 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 ![How to Create and Manage Tasks: Mark as complete](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_849ao3.png)
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 ![How to Create and Manage Tasks: Delete a task](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_1mzsx4d.png)
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](https://app.100hires.com/settings/notifications):
* New task assigned to you
* Due tasks assigned to you ![How to Create and Manage Tasks: Task notifications](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_ga9x76.png)
* Task updates ![How to Create and Manage Tasks: Task notifications](https://storage.crisp.chat/users/helpdesk/website/-/4/f/a/a/4faab8f2b2ab0400/how-to-create-and-manage-tasks_tu4znp.png)

## Priority levels

| Priority | Meaning | Use for |
| ---- | ---- | ---- |
| P1 | Critical | Urgent, same-day items |
| P2 | High | Important, within 24 hours |
| P3 | Medium | Standard priority |
| P4 | Low | Can wait |
| P5 | Minimal | Nice to have |

## 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