Create a To Do Task

Stay on top of the workflow by creating To Dos that can be shared with other Admins and delegate tasks. #

1. From Mission Control select Clients or Candidates to find the user that a to do must be attached. 

2. Select the correct Client or Candidate.

3. From Admin select the Add Task Icon.  

Screen Shot 2024-01-02 at 4.17.52 PM

4. Fill out the To Do Task

5. Select the Admin to whom the task is assigned. 

Screen Shot 2024-01-02 at 4.21.00 PM

An automated email can appear to share that assignment with the intended administrator. 

4. Select Create To Do

 

Now It’s Your Turn #

Select a user and add a to do task. Select an admin to share it with, possibly yourself, and select Create To Do. 

 

Learn how to create a customized template for to tasks. https://learn.enginehire.io/en/knowledge/create-a-customized-admin-to-do-email-notification

Scroll to Top