StaffingBoss allow you to create a task that will help you to easily work on your pending items in your Taskboard
To create a task related to a contact:
1.Edit or add comments in the description of the tasks performed and the one to be performed for the follow up2.Fill in the necessary details:•Comment Type: Indicate the type of task/action performed (BD, Headhunt, etc..)•Manual Trigger: To move the contact to the next stage of your choice•With Status: Indicate the status (i.e. pending)•Assign To: Indicate the owner of the task (This is mandatory to fill in), it can be yourself or a another user.•Next Contact Date & Duration: Indicate the desired date/time to get in touch with the contact•Contact Method: Indicate the preferred type of method to get in touch with the client
3.Choose
the
result
of the action performed
4.Click
Save
to
push
the
task
in
the
taskboard
Task to follow up with client:
1.Click
‘My Taskboard
2.Go to
the ‘My Taskboard’
tab to list the tasks
3.Select
a corresponding task by clicking on the Contact/Candidate
My Taskboard shows you the number of task(s) in your taskboard
