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How to create to-dos
Jennifer avatar
Written by Jennifer
Updated over 9 months ago

Use to-dos to organize tasks and keep an overview of who's doing what.

Creating a to-do from a candidate profile

  1. Click on 'Jobs' in the left-hand sidebar to navigate to the job where you want to create a to-do.

  2. Select 'Candidates' in the menu bar at the top.

  3. Click on a candidate to open up their profile.

  4. Select the check-box icon in the top right corner to open up the to-dos.

  5. Click the 'Plus'-icon next to Add a to-do or type directly in the 'Add a to-do' field.

  6. Enter the to-do details and assign it to yourself or a colleague.

  7. You can set a due date and add a reminder. The job and candidate have been pre-filled.
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    8. Click 'Create'.

You have now created a to-do that has been added to the candidate profile. When you (or your colleagues) manage to finish the task, you can check the box to complete the to-do.

Note: In a candidate profile you can also add a quick to-do by writing the task and hitting Enter. The to-do will then automatically be assigned to yourself

Creating a to-do from the To-dos page

  1. Click on 'To-dos' in the left-hand sidebar to navigate to the to-dos page.

  2. Click the blue 'Create to-do'-button in the top right corner.
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3. Enter the to-do details and assign it to yourself or a colleague.
4. Optionally, you can set a due date, add a reminder, and link it to a job opening
5. Click 'Create' to add the to-do to your or a colleague's list.

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