Creating Tasks

Stay on track with a top-notch to-do list. Find out how to create tasks in Breezy.

You can create tasks for yourself, or other team members, from several places in Breezy. Just look for the blue + icon wherever you manage your tasks.

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Task Management is available to customers on all paid plans.

You can include the following details on each task:

  • Name
  • Description (optional)
  • File attachment (optional)
  • Assignee
  • Due date

The assignee will be notified via email when you create a task, and you'll be notified by email when it's completed.

How to create a general task

You can create general tasks (that aren’t associated with a specific position or candidate) from your personal Tasks view, or right from the left sidebar.

  1. Click Tasks in the right sidebar.
  2. Click the add icon (plus) near the top of the window.
  3. Enter a name and description for the task.
  4. Click Attach file if you’d like to include a file.
  5. Select a due date.
  6. Click the assignee dropdown and choose a person to assign the task to.
  7. Click Add.
  8. Click Create Task.

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Tip: Tasks for the team!

Need several teammates to complete the same task? Just add multiple assignees and they’ll each get the same details and notifications.

How to create a position task

You can create tasks related to a specific position from the position’s Tasks view.

  1. Click Positions/Pools in the left sidebar.
  2. Open the correct position.
  3. Click Tasks near the top-right corner of the window.
  4. Click the add icon (plus) near the top of the window.
  5. Enter a name and description for the task.
  6. Click Attach file if you’d like to include a file.
  7. Select a due date.
  8. Click the assignee dropdown and choose a person to assign the task to.
  9. Click Add.
  10. Click Create Task.

On your personal Tasks view, the task will include a link to the relevant position.

Note: Hiring Managers assigned to a position can see every task associated with the position.

How to create a candidate task

You can create tasks related to a specific candidate from the candidate’s Tasks view.

  1. Open the candidate’s profile.
  2. Click Tasks near the top-right corner of the window.
  3. Click + Add Task.
  4. Enter a name and description for the task.
  5. Click Attach file if you’d like to include a file.
  6. Select a due date.
  7. Click the assignee dropdown and choose a person to assign the task to.
  8. Click Add.
  9. Click Create Task.

On your personal Tasks view, the task will include a link to the relevant candidate.

Updated 2 months ago



Creating Tasks


Stay on track with a top-notch to-do list. Find out how to create tasks in Breezy.

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