Tasks: creating, assigning, completing

Create, assign, and complete tasks — including auto-generated tasks from automations.

Where tasks live

Tasks have their own top-level page at Tasks (gated by the permission). Two views in the sidebar:

  • Assigned to Me — your tasks. The greeting at the top reads "Good morning" / "Good afternoon" / "Good evening".
  • All Tasks — every task in your workspace.

The sidebar items are keyedandinternally.

Task properties

Each task has:

  • Note / Description — rich-text content body (the component).
  • Assigned To — picked from a user dropdown.
  • Due Date — surfaces relative labels in the UI: "overdue", "due soon", "today", "tomorrow".
  • Private — toggle (when private, when public). Private tasks aren't visible to other users.
  • Completion — checkbox (when pending, when complete).

Creating a task

  • From the All Tasks view, click Add Task in the header.
  • From a candidate's notes/tasks tab, create a task linked to that candidate.
  • Auto-generated by an Automation when triggers fire (see below).

When creating, fill in the description, pick an assignee, set a due date, and decide whether the task should be private.

Auto-generated tasks from automations

At Settings → Automations, you can wire status transitions to schedule tasks automatically. Examples:

  • "Follow up on offer" task scheduled when a candidate enters Job Offered.
  • "Schedule onsite" task when a candidate moves into the relevant stage.
  • "Submit feedback" task after an interview event.

Auto-generated tasks land in the assignee's Assigned to Me view just like manual ones.

The "Today" view

  • Time-of-day greeting at the top.
  • Subtitle: "Tasks assigned to you".
  • Overdue count badge with a red icon when any tasks are past due.
  • List of your pending tasks; click the checkbox to mark complete.

The "All Tasks" view

  • Subtitle: "{count} task(s) pending across your team".
  • Add Task button in the header.
  • Full list with assignee, due date, completion state.

Tasks vs Notes

CVViZ stores both notes and tasks in the same underlying collection — distinguished by the field ('task' for tasks). A note documents context; a task adds an assignee, due date, and completion state.

Best practices

  • Make tasks specific. "Follow up with Maria on offer by Friday" beats "follow up with the funnel".
  • Use due dates honestly — tasks without dates drift forever.
  • Use the Private toggle for sensitive notes-to-self that shouldn't be visible to teammates.