To add a Task to any Company, Contact, Candidate or Job Record, please follow the steps below
- Locate any Company, Contact, Candidate or Job Record
- ‘Right Click’ – OR – Click on the ‘More Actions’ button and select ‘Task’
- A new Task window will pop up
- Add a Sub-Type, Subject and any desired Notes
- Select a Start Date, End Date & Reminder Option
- Choose which records this Task should be linked to (You can chose a contact, candidate and job per individual document. Only one is required). Note: Depending on where you initiated the document, one or all linked records may already be selected.
- Click ‘Save & Close’