Automated tasks in Recruitera help your team stay organized and ensure nothing slips through the cracks.
Each time a candidate enters a stage, Recruitera can automatically assign a task to the right person.
Go to Your Workflow Settings
From your dashboard: Jobs → Select a Job → Edit → Workflow tab
Locate the stage where you want to create the task (for example, Interview or Offer).
Add a Task Automation
Click the ➕ Add Automation icon beside the stage.
Select Task.
Fill in the details:
Assignee: Choose the team member responsible.
Due Date: Set when the task should be completed.
Description: Add what needs to be done (e.g., “Schedule the technical interview”).
💡 Keep descriptions clear so everyone knows exactly what action is required.
Save and Track It
Click Save — and Recruitera will now create this task automatically each time a candidate enters that stage.
Assigned users will see it in their Tasks list and receive a notification.
💬 Example: When a candidate reaches the Interview stage, automatically assign “Prepare interview feedback form” to the hiring manager.*
✅ That’s it!
You’ve now automated internal task creation — helping your team stay aligned and never miss a follow-up.