--- title: Set Up Start Date Task Template Triggers description: Automate task creation from assignment start dates to schedule timely follow-ups, streamline workflows, and ensure no post-start actions are missed. --- [Skip to content](https://learn.enginehire.io/en/knowledge/set-up-start-date-task-template-triggers#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en) # Set Up Start Date Task Template Triggers ## Start Date task template triggers allow you to automatically create tasks based on the start date of an assignment, ensuring that follow-ups such as checking in with clients or candidates are scheduled at the right time without manual effort. This helps maintain consistent workflows and ensures that no important post-start actions are missed. Let’s get started 🚀 ### **Create and Trigger Tasks for Clients** Set up a task template for clients and trigger it based on the assignment start date to automatically create client To-Dos.  **Step 1**: Log in to your agent dashboard and click **More** \> **Advanced Templates** as shown in the screenshot below. ![image11](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image11.png?width=670&height=266&name=image11.png) **Step 2**: Click the **Task Templates** option. ![image4](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image4.png?width=670&height=232&name=image4.png) **Step 3**: Click the **Add Template** button.    ![image7](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image7.png?width=670&height=204&name=image7.png) **Step 4**: Enter a name for the template, select **Client** as the **User Type**, choose **Start Date** as the trigger, and add a subject/title.     ![image12](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image12.png?width=670&height=251&name=image12.png) **Step 5**: Scroll down and click the **Create** button to proceed.    ![image6](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image6.png?width=670&height=244&name=image6.png) The task template will be created successfully.    ![image2](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image2.png?width=670&height=178&name=image2.png) **Step 6**: Go to **Clients** in the navigation bar.    ![image5](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image5.png?width=670&height=214&name=image5.png) **Step 7**: Select the client for whom you want to trigger the task.  ![image13](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image13.png?width=670&height=258&name=image13.png) **Step 8**: Click the **Matches** tab from the available tabs. ![image3](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image3.png?width=670&height=310&name=image3.png) **Step 9**: Click the **Add Candidate** button. ![image9](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image9.png?width=670&height=280&name=image9.png) **Step 10**: Select the candidate you want to add to the client, and then set the desired status for that candidate.  ![image10](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image10.png?width=670&height=156&name=image10.png) **Step 11**: Scroll down and click the **Advanced Options** option to expand the details. ![image15](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image15.png?width=670&height=183&name=image15.png) **Step 12**: Select the **Start date** for the template to trigger, then click the **Add** button to continue.  ![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image1.png?width=670&height=208&name=image1.png) **Step 13**: Refresh the page, and you will see a new to-do appear in the **To Do** section.  ![image8](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image8.png?width=670&height=260&name=image8.png) ### **Create and Trigger Tasks for Candidates** Set up a task template for candidates and trigger it using the same start date to automatically create candidate To-Dos.    **Step 1**: Follow Steps **1–5** from the [**Create and Trigger Tasks for Clients**](https://learn.enginehire.io/en/knowledge/set-up-start-date-task-template-triggers#create-and-trigger-tasks-for-clients) section, but select **Candidate** as the **User Type** while creating the template.  **Step 2**: After creating the task template for the candidate, follow the next same steps **(6–12)** in the above section.  **Step 3**: Now, click on the candidate you selected in step 10 from the candidate list.     ![image14](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image14.png?width=670&height=271&name=image14.png) The task will be successfully created and will appear under the **To Do** section of the candidate. ![image16](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Templates/Tasks/Set%20Up%20Start%20Date%20Task%20Template%20Triggers/image16.png?width=670&height=288&name=image16.png) - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - 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