Create Follow-Up Tasks

Manage candidate follow-ups by creating follow-up tasks with due dates. Follow-up tasks can be anything a recruiter wants to make reminders for with regard to candidate nurturing.

Examples may include things like remembering to call a candidate on a certain date to see if they're available for work, or sending an email message to a candidate to see how they liked a job fair.

1. On the Candidates page, select a candidate.
2. Click the Tasks tab.
3. Click Add.
4. Assign a future due date, and use the Note field to enter the pertinent follow-up information.
5. Click Save and Close.

What to do next

• You can edit, delete, or mark follow-up tasks as complete.
• You can filter the pool member list to identify follow-up tasks that are overdue, due today, due in the future, or within a range of dates.
• You can view follow-up tasks related to a candidate using the View Follow-Up Tasks drop-down list on the Tasks tab.When you select Related to Pool Member, you view follow-up tasks related to the current pool. When you select All Other Follow-Up Tasks, you can view follow-up tasks for the candidate in the context of other pools in which they're also members.
• You can add Follow-Up Tasks to Grid View using the Pool Member Follow-Up Task Info/Follow-Up Task Info compound field. The follow-up task displays the first 120 characters. You can rest your cursor over the task to show up to 500 characters. Only tasks in active status display in grid view.