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 Tasks
- 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.