- Enginehire Help Center
- Onboarding
-
Onboarding
-
Application Forms
-
Data importing
-
Templates
-
Integrations
-
Community
-
Profiles
-
Jobs
-
Payments
-
Planning document
-
Advance Search
-
Agency Demo Videos
-
App
-
Settings
-
Agency Directory
-
Jobs & Calendar
-
Enginehire Team Internal Videos
-
Evaluations
-
Ways to Grow and Make More Money
-
Admin Dashboard Customization
-
Error
-
Add Ons
-
Webinars and Training
-
For Candidates & Clients
-
Other
-
Data Exports
-
Events
-
Bulk
-
Communication
-
Logs
-
Placements
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.
4. Fill out the To Do Task.
5. Select the Admin to whom the task is assigned.
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