Instead of relying on external tools, you can manage your tasks directly within the platform you already use for hiring.
With To-dos, you can easily add tasks, set due dates, and link them to specific candidates, ensuring nothing is missed.
View to-dos
To-dos can be found in the following parts of the platform:
Overview page
At the top of the page, when logged in, you’ll find the To-dos overview. This opens your task manager, where you can see all your to-dos and when they’re due.
My to-dos: To-dos assigned to you
Assigned to-dos: To-dos you’ve assigned to other users
Widget
On the start page dashboard, you can add the My to-dos widget to get a quick look at to-dos based on their due dates and mark them as completed.
Candidate card
Any to-dos assigned for a candidate can be viewed and managed directly from the candidate’s profile under the To-dos tab.
Onboardings
If you’re using our Onboardings add-on feature, you can also create to-dos related to onboarding.
These to-dos will be available in both the To-dos widget and the To-dos overview page, making them easy to access and manage. These to-dos will have an icon next to them to indicate they are related to an onboarding.
Read more about the feature here.
Add a to-do
You can add new to-dos in the following places:
When creating a to-do, consider the following:
A clear title
Description for further details
Who should complete it (if left blank, the to-do will be assigned to you)
When it should be completed
If it should be linked to a candidate
Linking a to-do to a candidate gives you quick access to their profile when it’s time to complete it. The to-do will also appear on the candidate’s profile.
Manage a to-do
Once a to-do has been added, it will be listed in the assignee's to-do list. When hovering over the to-do, the following options will be available:
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 card directly from the to-do view by hovering over their name.
To-do templates
With To-do templates, you can ensure new employees know exactly what to do from their very first login to Teamtailor, with to-dos presented directly on their dashboard.
Company Admin users can access this under Settings → Templates → To-dos and customize these templates based on the assigned roles.
Read more about this here.
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