Use task templates together with triggers to automatically create tasks at certain conditions. The Administrator links Triggers with created task templates. For example: When it is a candidate's birthday, a task is created concerning the sending of a birthday e-mail.

Creating task templates

  • Go to TasksĀ 

  • Create a new task

  • Choose: Task template at the kind menu.

  • Fill in the rest of the fields

  • Click save

Linking task templates to triggers

  • Click on Triggers

  • Click New

  • Choose the desired trigger at the "if event" field

  • Choose create task based on template at the "Then action" field.

Did this answer your question?