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.
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