How do I add a new task to applicant’s checklist when changing offer status of their application?

Created on 3/2/2023 by --

1Login to your system.

Login to your system.

2Click on Admin login

Click on Admin login

3Type your credentials and press Sign in

Type your credentials and press Sign in

4Click on Automation

Click on Automation

5Click on Task templates

Click on Task templates

6Click on New task template

Click on New task template

7Type in the task name (checklist class)

Type in the task name (checklist class)
Naming

9Add the title and content that would be informative for the applicant

Add the title and content that would be informative for the applicant

10Click on Send by email upon creation

Click on Send by email upon creation

11Click on Allow documents to be attached

Click on Allow documents to be attached

12Click on New status

Click on New status

13Type in the default task answer

Type in the default task answer

14Click on OK

Click on OK

15Click on Make this status public

Click on Make this status public

16Click on Make this status the default

Click on Make this status the default

17If you want a status to block submission of application select "Blocks the task"

If you want a status to block submission of application select "Blocks the task"

18Type in the frequency of reminders

Type in the frequency of reminders

19Define for how long the reminders will be sent out

Define for how long the reminders will be sent out

20Click on Save changes

Click on Save changes

21Now lets add another status candidate can select. Click on New status

Now lets add another status candidate can select. Click on New status

22Add an option that would indicate fulfilling the task

Add an option that would indicate fulfilling the task

23Click on Resolves the task

Click on Resolves the task

24Click on Make this status public

Click on Make this status public

25Click on Require applicants to upload a document before selecting this status

Click on Require applicants to upload a document before selecting this status

26Click on Save changes

Click on Save changes

27Click on back

Click on back

28Now add another status that would be internal and indicated the taks is approved

Now add another status that would be internal and indicated the taks is approved

29Type in highlight

Type in highlight

30Click on OK

Click on OK

31Click on Closes the task

Click on Closes the task

32Click on Save changes

Click on Save changes

33Click on back

Click on back

34You can also add one more New status that would indicate the task will not be fulfilled

You can also add one more New status that would indicate the task will not be fulfilled

35for example if the applicant has not enough years of professional experience

for example if the applicant has not enough years of professional experience

37Click on Closes the task

Click on Closes the task

38Click on Save changes

Click on Save changes

39Click on back

Click on back

40Click on Save changes

Click on Save changes

41Click on Rules

Click on Rules

42Click on New rule

Click on New rule

43Name the rule accordingly to what it is related to.

Name the rule accordingly to what it is related to.

45Now decide what will trigger the task to appear. Click on Offer was edited if you want unconfirmed offers to trigger the task.

Now decide what will trigger the task to appear. Click on Offer was edited if you want unconfirmed offers to trigger the task.

46"Offer was confirmed" option will only trigger task if the candidate is being informed about a new offer.

"Offer was confirmed" option will only trigger task if the candidate is being informed about a new offer.

47You can add some sophisticated conditions Click on Add a new condition

You can add some sophisticated conditions Click on Add a new condition

48You can select for example "Application has a course with this offer":  ...

You can select for example "Application has a course with this offer":  ...

49Click on select offer type(s)

Click on select offer type(s)

50Pick which offer will trigger the task

Pick which offer will trigger the task

51Select what action will be performed. Here we create a task

Select what action will be performed. Here we create a task

52We select the one we created in above points

We select the one we created in above points

53Click on Save changes

Click on Save changes

54Click on back

Click on back

55To enable your newly created rule / automation Click on "Draft and it will turn to "Active"

To enable your newly created rule / automation Click on "Draft and it will turn to "Active"
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