A task automation creates a to-do for the right person automatically whenever a candidate reaches a stage — so nothing slips through the cracks. 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
How to add a task automation
On the Workflow tab, open the stage where the task should be created and add an automation.
Choose Create Task.
Set the assignee (from the job's team), a due date (a number of days after the candidate reaches the stage, or a specific date), and a description of what to do.
Save. The task is created for the assignee each time a candidate enters that stage.
💡 Assignees see the task in their Tasks list and get a notification. Example: at the Interview stage, auto-create "Prepare interview feedback form" for the hiring manager.
Frequently asked questions
Who can I assign a task to?
Anyone on the job's hiring team. Add them on the job's Team tab first if they're not listed.
When is the task created?
Automatically, the moment a candidate enters the stage the automation is on.