Onboarding

Create a To Do Task

Stay on top of the workflow by creating To Dos that can be shared with other Admins and delegate tasks.

1. From Mission Control select Clients or Candidates to find the user that a to do must be attached. 

2. Select the correct Client or Candidate.

3. From Admin select the Add Task Icon.  

Screen Shot 2024-01-02 at 4.17.52 PM

4. Fill out the To Do Task

5. Select the Admin to whom the task is assigned. 

Screen Shot 2024-01-02 at 4.21.00 PM

An automated email can appear to share that assignment with the intended administrator. 

4. Select Create To Do

 

Now It's Your Turn

Select a user and add a to do task. Select an admin to share it with, possibly yourself, and select Create To Do. 

 

Learn how to create a customized template for to tasks. https://learn.enginehire.io/en/knowledge/create-a-customized-admin-to-do-email-notification