Task Management

Where to find and how to access Tasks within Breezy.

You'll see Tasks in three separate places inside Breezy:

  • On your dashboard
  • From the task tab in your Breezy sidebar, and
  • Inside each position

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Task Management is available to customers on all paid plans.

Dashboard

On your dashboard, you'll see a list of any incomplete tasks that a teammate assigned to you, or that you've assigned to yourself – just click to take action on each one.

Global View

Inside the global tasks view (the task tab in your Breezy sidebar), you'll be able to see all of the tasks assigned to you, or that you've assigned to others.

You can also filter to see all of your Completed, Incomplete, or All Tasks from here.

Tasks By Position

Inside each position, you can access and view your Tasks related to that position from the Tasks tab on the right-hand side of the screen, between your Pipeline and your Inbox tabs.

As a Hiring Manager, or a custom role with the appropriate permissions, you're able to see all of the outstanding tasks for the position.

Updated about a month ago


What's Next

Creating Tasks

Task Management


Where to find and how to access Tasks within Breezy.

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