Tasks

Tasks turn a fleeting notification into something you can't lose track of. A notification clears itself; a task sits in your Tasks tab until you mark it done — so it's the right home for anything that needs a follow-up rather than just an acknowledgment.

Tasks are your to-dos, stored in the Tasks tab of the Notification Center.

• Create a task — from the Create Task button: set Related to (a candidate or job), write a Task description, and set a Due date & time.
• Convert a notification to a task — click Convert to task (bookmark icon) on any notification.
• Complete a task — click Complete task (✓ icon) when done.

Tasks appear in the Tasks tab. Completed tasks are removed after 7 days.

Good to know. A task with a Due date & time comes back to find you — it fires a Task reminder notification at the due moment (across whichever channels you've enabled the Task type on), so you don't have to keep checking the tab. Set Related to a candidate or job and the task links straight back to that record when you open it.

Troubleshooting

A task disappeared? Completed tasks are removed after 7 days — that clears your done pile automatically. Open tasks never expire; they stay in the Tasks tab until you complete them. If you don't want a reminder ping, leave the due date off (or turn the Task type off on channels you don't want it on).