Incorporating Tasks into a Process

On the Task tab of the Processes & Content page, determine the step in the process flow in which you want the task to be assigned.

Note: Tasks are initiated when the step is complete.

On the step you want to add the task, click Add Activities.

Click Tasks.

Select the task to add to this step and click Next.

Select the Role that this task should be assigned to and click Update.

Tasks can be assigned to a Role or to a specific User within the Click Boarding System. User permissions determine if lists can be completed via Task Portal, Action Center, or both. The role of Coordinator, Hiring Manager, or Recruiter can be used to assign tasks. When a Candidate is added to the Click Boarding system and a process flow is initiated, the task assignee would be the person assigned to the selected role. As an example, I select Bill Brat for the Hiring Manager role for a new candidate. In my process flow, the Hiring Manager receives the Phone and Computer Setup task. Therefore, for this new candidate, Bill Brat would be assigned the Phone and Computer Setup task. Note: The task assignee will be the person assigned to the role at the time the task is initiated. If you should switch the person assigned to a role for a Candidate before the step with the task is started, then the task will be assigned to the new person in that role.

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