Effectively managing a task list is essential for maintaining organization and ensuring all necessary activities are completed on time. Having a clear overview of completed and pending tasks can enhance organizational skills and help individuals remain focused on their objectives.

For recruiters, maintaining regular communication with assigned clients is crucial. A structured to-do list enables recruiters to stay connected with their clients and ensures that essential interactions are noticed.

Add Task

Navigation Link: https://app.ismartrecruit.com/searchClient 

Step 1:  Click on the Client module from the left-hand side of the menu.

Step 2: Click on the name of the required client from the Clients screen and click on the Task tab. 

Step 3: Using the + icon, you can create a new task for the Client. 

Step 4: Update the details like task name, task owner, due date, priority and notification recipient, in the "Add task" form and create a task by clicking on the Save button. 

Edit Task

You can edit and update a task whenever required. Click on the task name in the list to make changes to the task details.

While editing the task you will get the option of More action at the bottom of the edit task form from there you can perform particular actions.

Now after Editing the Task, you can update it by clicking on the Update button and the particular task will be updated.

Push Task for One Week

If you want to postpone the task for one week and change its due date to the next week, click on the “Push Task One Week” button. This particular button is also available under more actions in edit task form you can see it in the above image as well.

Delete Task

You can delete the tasks in case the task is no longer required by simply clicking on the X icon. 

Track Tasks

You can add Tasks-related widgets on your dashboard to keep regular track of the status of each task. 

These widgets are Upcoming Tasks & Overdue Tasks.

Pending Tasks

Under each client Profile, you will see a summary of the Pending Tasks where you can multiple quick actions like adding a new task, marking the task as completed, or editing or deleting an existing task.