Tasks are available globally, for general to-do items, and at the candidate and position level, for more specific tasks. Anyone on your Breezy account can create and assign tasks, making it easier than ever to streamline their own workflows and collaborate as a team.
You can create tasks for yourself—or for other team members—from several places in Breezy. Just look for the + (plus) icon wherever you manage your tasks. You can even create and assign tasks automatically with stage actions! 💥
Task Management is available to customers on all paid plans.
You can include the following details on each task:
Name
Description (optional)
File attachment (optional)
Assignee
Due date
The assignee will be notified via email when you create a task, and you'll be notified by email when it's completed.
In this article:
How to create a general task
You can create general tasks (that aren’t associated with a specific position or candidate) from your personal Tasks view, or right from the left sidebar.
Click Tasks in the left sidebar.
Click the add icon (plus) near the top of the window.
Enter a name and description for the task.
Click Attach file if you’d like to include a file.
Select a due date.
Click the assignee dropdown and choose a person to assign the task to.
Click Add. The assignee’s name will appear on the list below. You can add as many people as you need.
Click Create Task.
💡 Tip: Tasks for the team!
Need several teammates to complete the same task? Just add multiple assignees and they’ll each get the same details and notifications.
How to create a position task
You can create tasks related to a specific position from the position’s Tasks view.
Click Positions/Pools in the left sidebar.
Open the correct position.
Click Tasks near the top-right corner of the window.
Click the add icon (plus) near the top of the window.
Enter a name and description for the task.
Click Attach file if you’d like to include a file.
Select a due date.
Click the assignee dropdown and choose a person to assign the task to.
Click Add. The assignee’s name will appear on the list below. You can add as many people as you need.
Click Create Task.
On your personal Tasks view, the task will include a link to the relevant position.
Note: Hiring Managers assigned to a position can see every task associated with the position.
How to create a candidate task
You can create tasks related to a specific candidate from the candidate’s Tasks view.
Open the candidate’s profile.
Click Tasks near the top-right corner of the window.
Click + Add Task.
Enter a name and description for the task.
Click Attach file if you’d like to include a file.
Select a due date.
Click the assignee dropdown and choose a person to assign the task to.
Click Add. The assignee’s name will appear on the list below. You can add as many people as you need.
Click Create Task.
On your personal Tasks view, the task will include a link to the relevant candidate.
How to create a task with a stage action
If you’re an admin, you can set up the stage action at the company level.
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences and click Pipelines.
Find the correct pipeline and click the edit icon (pad and pen) on the right-hand side.
Find the stage where you’d like to set the action and click the edit icon (pad and pen) on the right-hand side.
Click the dropdown for Available Stage Actions and select Create Task.
Click + Add.
Add the task name, details, due date, assignee(s), and attachments, if any.
Click Save Changes.
Note: You can only assign tasks to other admins with a company-level stage action.
If you’re a hiring manager, you can set up the stage action at the position level.
Click Positions/Pools in the left sidebar.
Open the correct position.
Click the settings menu (three dots) for the stage where you want to set the action.
Click Edit Stage Actions in the dropdown.
Click the dropdown for Available Stage Actions and select Create Task.
Click + Add.
Add the task name, details, due date, assignee(s), and attachments, if any.
Click Save Changes.
Note: You can assign tasks to any admin or member of the hiring team with a position-level stage action. To select a hiring team member when creating a new position, first assign the hiring team, then return to the pipeline settings to add the Create Task stage action.