Tasks
A task is a to-do with a due date, an assignee, and a linked prospect. Create tasks on the prospect and work them from Today.
Path: Prospect Details → Activity → Task
Create a task
- Open the prospect → Activity → Task.
- Assign To: defaults to you. Pick a teammate, or HiringCenter AI to have the AI do the work.
- Due Date: pick a date, or use a quick option: Today, Tomorrow, In 3 days, In a week, In a month.
- Task Type: click Check-in, Update, or Feedback, or type your own task. Select a task opens your saved tasks. Add one with New task... to reuse it later.
- Click Save.
Other ways to create tasks:
- On Prospect Details, when Next up reads Nothing, click Create a task, or the sparkle to have HiringCenter AI write one.
- On Today, Suggest Tasks proposes up to five tasks for prospects you own. You choose which to add.
- Ask the AI Assistant.
View-only users can't create tasks.
Tasks for HiringCenter AI
When a task assigned to HiringCenter AI comes due, HiringCenter AI works on it, for example drafting a follow-up text for your review. It marks the task complete only when it's confident the work is done. See HiringCenter AI.
Task action buttons
Some tasks, usually ones from HiringCenter AI, include up to three buttons under the task text. The labels vary, but each does one thing:
- Prepare a call, email, or text: opens the composer for this prospect, often with a draft filled in. You still send it.
- Schedule a meeting: opens the meeting form with the type and time filled in. You still save it.
- Review a meeting: opens the review form for that meeting.
- Move stage, update a field, set owner, set office, or add a label: makes that change right away when you click.
Buttons appear on Today and on the prospect's timeline, for people allowed to manage the task. More in HiringCenter AI.
Complete, edit, or delete
- Today → Task List: click ✓ to complete or the trash icon to delete (you confirm first).
- Prospect timeline: click Mark as Complete, or use edit and delete on the task.
Who can manage a task: the person who created it, the assignee, the prospect's owner, and the account owner. Admins can also manage HiringCenter AI tasks.
Nudge a teammate
When a task assigned to someone else is due today or overdue, a Nudge button appears next to it on the prospect's timeline. Click it, then Send nudge. The assignee gets an in-app notification and an email reminding them the task is due.
- Who can nudge: admins, owners, the person who created the task, and a manager who owns the prospect
- You can't nudge yourself, HiringCenter AI, or a future task
- One nudge per task per hour
Due date colors
On Today:
- Red: Today or N Days Overdue
- Yellow: Tomorrow
- Gray: a future date
On pipeline cards, the task chip reads Due today or 2d overdue in red, or a date in gray. It also shows the initials of the assignee (a sparkle for HiringCenter AI), so you can see whose follow-up it is without opening the card.
Calendar
Today → Calendar → Week or Month shows tasks and meetings together.
If someone waits in your meeting room and is never admitted, HiringCenter creates a due-now follow-up task on that prospect. See Meeting Rooms.