Whether you create tasks for yourself or they’re assigned to you by a teammate, you can manage your Breezy to-do list in several places.
Task Management is available to customers on all paid plans.
You can find your tasks on:
Tasks on the dashboard
On your dashboard, you'll see a list of incomplete tasks that have been assigned to you. Just click the checkmark to mark a task as done, or click its name to see more details.
Tasks in the global sidebar
Inside the global tasks view (from the left sidebar), you'll be able to see all of the tasks assigned to you as well as the tasks you've assigned to others, plus tasks that have already been completed.
To filter tasks:
Click Tasks in the left sidebar.
Click an option on the left of the screen:
My Tasks
Assigned to Team
Completed
Just click the checkmark to mark a task as done, or click its name to see more details.
Tasks by position
You can access tasks related to a position from the Tasks tab of the position view. Hiring Members can see the tasks they have created or that are assigned to them, while Hiring Managers can see all tasks associated with the position.
To filter tasks by assignment:
Click Positions/Pools in the left sidebar.
Open the correct position.
Click Tasks near the top-right corner of the window.
Click an option on the left of the screen:
My Tasks
Assigned to Team
Completed
Just click the checkmark to mark a task as done, or click its name to see more details.
Tasks by candidate
You can access tasks related to a specific candidate from the Tasks tab of the candidate’s profile.
To filter tasks by assignment:
Open the candidate’s profile.
Click Tasks near the top-right corner of the window.
Click the assignment dropdown near the top of the window.
Select My Tasks, Created Tasks, or Team Tasks.
Just click the checkmark to mark a task as done, or click its name to see more details.
