A great way to keep your recruitment game organized is to make to-do lists. And what better way to do this than right in the platform where you already manage your recruitment? Let’s talk about our To-do feature.
With this feature, you can add scheduled tasks on what needs to be done and when. This allows you to set reminders about anything, but can also be linked to specific candidates so that nothing is forgotten.
To-do manager
Click the icon with a check at the top of your screen when logged in. This will open up your task/to-do manager.
Here you’ll see all your to-dos, when they are due, and create new ones. To create a new to-do one, simply click the pink + button at the top of the window.
Create a to-do
When creating a to-do, there are four easy questions to take into consideration:
What is the to-do for?
When should it be done?
Is it linked to a candidate?
Who should do it? (if left blank, the to-do is assigned to yourself)
💡 In the example here, the to-do added is a reminder to set up a time for a phone screening with the candidate Harper Hansen. It should be completed tomorrow and has been assigned to a team member.
Connecting the task to a candidate means you'll have easy access to the candidate when it's time to complete the task, and it'll also show up on the candidate's profile.
Manage/Edit a to-do
After you’ve created the task, it will be listed in your to-do list. When hovering over the to-do, you’ll see some options. Let’s go through them!
Use 🗓️ Quick schedule to reschedule the task's due date:
Today - Move the due date to today
Tomorrow - Move the due date to tomorrow
Next Monday - Move the due date to the next upcoming Monday
No date - Remove the due date
In the same view, you’re also able to ✏️ Edit and 🗑️ Delete the to-do. Once a to-do is deleted it will be removed completely and cannot be retrieved.
If you’ve linked a to-do to a candidate, you can open a preview of the candidate’s profile directly from the to-do view. Simply hover over the candidate's name:
View your to-dos
You will be able to view your to-dos in several places on the platform, ensuring they will not be missed!
Firstly, you’re able to view your to-dos in your To-do manager. Here, you can choose how you prefer to sort your tasks, as well as include completed to-dos.
Any to-dos assigned to a candidate can also be viewed and managed directly from the candidate’s profile, under To-dos. Navigate here in the action bar all the to-dos on this candidate card, will open.
You will also be able to view your upcoming tasks as a widget on your Teamtailor dashboard, ensuring they are one of the first things you see when you log in. It could look something like this:
