# Tasks

## Overview

You can create, follow up, and manage tasks related to the hiring process. You can easily assign specific tasks to team members, set due dates, and also link them to specific candidates or job so they don't get forgotten.

{% hint style="info" %}

* The Admin role can view all tasks on the candidate profile, but not view the task sidebar.
* Other roles only see their tasks created and tasks assigned to them.
  {% endhint %}

You can review your to-do list at any time on **Hireforce** by using **Task** icon.

Tasks show all My To-dos, Assigned to-dos, and Completed

* **My to-dos**: Show up your to-do list, you are able to create them yourself or team members assign them to you.
* **Assigned to-dos**: Show up a to-do list that you created and assign it to another members.
* **Completed:** Show up a to-do list that you mark as done.

<figure><img src="https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2FjEOhWuCrQ5BZlja4qOgN%2Fimage.png?alt=media&#x26;token=374d331c-a9ae-43e1-8598-0c262044e200" alt="" width="337"><figcaption></figcaption></figure>

## Create task

There are three options to creating tasks: On the left menu, On the Candidate profile, and on Notes.

### On the left menu

1. Select the **Tasks** icon on the left menu.
2. Input your task, assign team members (if any).
3. Set the due date, due time and the object related to this task:\
   \- Direct tenant: display the candidate list. \
   \- Agency tenant: display both the candidate & company list.
4. Click the **Create** button to complete.

<figure><img src="https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2FxLweTUHeQrPBYP11nkla%2Fimage.png?alt=media&#x26;token=28693dd5-b9c5-47c6-a317-6b8e0ebb454f" alt=""><figcaption></figcaption></figure>

### On the Calendar

1. Select the **Calendar** icon on the left menu.
2. Select the **Tasks** tab.
3. Click the **+New task** button.
4. Follow the same steps as above.

<figure><img src="https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2FqoJft7O4pNEFYsj5GMCl%2Fimage.png?alt=media&#x26;token=34b214a5-9f61-4f23-a269-4412504c4fde" alt=""><figcaption></figcaption></figure>

### On the Candidate profile

1. Open a candidate profile that you want to create a task on, then select the **Tasks** tab.
2. Click the message box or click **Create Task** (if that candidate profile has *no tasks yet).*
3. Input your task, assign a team member (if any) and set the due date, due time.
4. Click the **Create** button to complete.

<figure><img src="https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2FOpsfo2fxtKZkk3NMB8WH%2Fimage.png?alt=media&#x26;token=404618a3-3a4a-4558-a359-1186972c7df6" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The candidate's name will be displayed in a task created in the profile.![](https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/gHjPV21xsbEklywUgvII/image.png)
{% endhint %}

### On  the Notes

To create a task on the Candidate profile's note or job's note, when creating note, you just tick the **Follow up task** box, set the due date, and click **Create.**

A new note is created and note's content is attached to the task, you can check it on the **Task** tab.

* Tasks are created on the Candidate profile's note, will show up **Follow up with** **+ Candidate name .**

  <figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/yjHCdqREhi43hrduDQY6/image.png" alt=""><figcaption></figcaption></figure>
* Tasks are created on the Job's note, will show up **Follow up on** **+ Job title.**

  <figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/6GD1bjzr7Rg3Je1JarqV/image.png" alt=""><figcaption></figcaption></figure>

After creating tasks, you can manage tasks as edit, delete or mark as done.

## Task Management

{% hint style="success" %}
You can manage tasks assigned to you or tasks you have assigned to others in the **Task**, **Calendar**, or **Dashboard** sections.&#x20;

In the **Calendar** section, you can also filter tasks by assignee.

![](https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2Fhy92HKHtJPE4wIH0WwOH%2Fimage.png?alt=media\&token=a675b182-fa2a-44be-87ed-9c0805ae5b3b)
{% endhint %}

### Edit tasks

Select a task you want to edit, click **Edit** icon

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/J3aLENUl2zuZEh7N698A/image.png" alt=""><figcaption></figcaption></figure>

When editing tasks, you can:

* Adjust the information
* Assign to-do for team members
* Change the due date

Then click the **Update** button.

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/6zAX2s2lWUqUYxevqiIu/image.png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Tasks are created on the Candidate profile's note or Job's note, cannot be edited directly. To edit them, you have to edit notes.
{% endhint %}

### Delete tasks

Select a task, click the **Delete** icon, and confirm **Remove** task.

<figure><img src="https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2F7YhZLJztbn5MzEwZQEyY%2Fimage.png?alt=media&#x26;token=bfc96789-303e-421b-a250-086733b2f429" alt=""><figcaption></figcaption></figure>

Or you can **Delete** task when editing task.

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/W9nuCHFngSgcLJtrECNJ/image.png" alt=""><figcaption></figcaption></figure>

### Complete tasks

After you are done with tasks, you can mark them as completed by ticking the box.&#x20;

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/Gi3HiGuSS2N0xj7rStcj/mark%20done%20task.gif" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.hireforce.io/product-guides/tasks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
