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Assign Team Members to a Stage in a Job

Learn how to give a workflow stage clear ownership in Recruitera by assigning a team member a task on that stage, with a due date.

You can make each stage clearly owned by assigning a team member a task on it — for example, "Call the candidate within 48 hours" at the Interview stage. Tasks are set up as a stage automation on the job's Workflow tab. Editing a job's workflow needs the manage-jobs permission.

Before you start

  • Required role: a role with the Manage jobs permission

  • Where to find it: Jobs → Edit a job → Workflow tab → a stage's automations

💡 Add the people to the job's Team tab first — the task assignee list comes from the job's team roster.

How to assign a team member to a stage

  1. On the Workflow tab, open the stage's automations and add a Create Task automation.

  2. Choose the team member(s) to assign.

  3. Set a due date (a number of days after the candidate reaches the stage, or a specific date).

  4. Add a description of what they need to do, and save.

When a candidate reaches that stage, the task is created for the assignee automatically.

Controlling who sees a stage

Separately, the job's Team tab controls each member's stage visibility — which pipeline stages they can see. Use that to keep a stage's candidates in front of the right people.

Frequently asked questions

Who can I assign a task to?

Anyone on the job's hiring team (set on the job's Team tab). Add them there first if they're missing.

What's the difference between a task and stage visibility?

A task gives someone a specific to-do on a stage with a due date; stage visibility (on the Team tab) just controls which stages a member can see.

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