How do I import tasks?
How do I import tasks? Create your import CSV file using ID fields for the Candidate, Contact, Employer and Job. This will ensure you can hyperlink to their pages from tasks and populate columns in the tasks list. You can…
How do I export my Tasks?
How do I export my Tasks? Run a search in TASKS to locate the tasks that you’d like to export. Select EXPORT from the ACTION button NB: we don’t have an import function for tasks.
What happens if I delete a task?
What happens if I delete a task? Tasks can be deleted by using the DELETE option in the ACTION button options when you are looking at your tasks list. They can also be deleted in the Notes tab of your…
How do I complete a task?
How do I complete a task? Either: Select task from the tasks list view and either double left mouse click on the Task and press COMPLETE from the pop up that appears or select the tasks from the TASK list…
How do I create a task?
How do I create a task? Tasks are created in the COMMENTS pop up. You create a task by adding a due date in the COMMENTS pop up. They can be associated to Employers, Contacts, Candidates, Jobs and Users. You…
How do I search TASKS?
How do I search TASKS? Click TASKS in the left hand menu Display search options by pressing the SEARCH button Keyword search Searches on Category, text in your task’s summary and content, candidate name employer name, job title, contact name….
How do I add a task?
How do I add a task? Tasks are added with the COMMENT pop up. Scheduling a due date in the Comments pop up will create a task.
When am I reminded?
When am I reminded? You can set your own reminder date when you create a task. You can also open system tasks and edit the default reminder date. The default reminder for a contract ending is two weeks before its…
About the Tasks Add-On
About the Tasks Add-On The TASKS add-on allows you to set calendar reminders manually and also creates important reminders automatically. You can see your Tasks on one page and link to information related to the task with one click (say…