Creating a new task or meeting
FollowYou can enter an activity if you or another user have already completed the activity and wish to track this in the platform.
For example, if you have just interviewed a candidate and wish to track the outcome of that interview you can data enter this information by creating a new activity.
To create a new activity:
- Open the CV list of a vacancy, project or the CV Database
- Search for the candidate using the Quick search field or the Advanced search form
- Select one or more CVs
- Click on New > Task or New > Meeting and select an activity that you want to create
- Fill in the form as necessary
- Click on the Save button
The activity is considered completed when the outcome has been selected. If the activity is connected with a workflow, the candidate will be moved to another status according to the rules defined by the administrator.
The duration of an activity is 30 days from its creation date. After 30 days, the activity is considered closed.
In data entry mode no emails are sent to the candidates or to platform users.
Assessment forms are completely customizable so the fields used for the assessment will depend on the configuration your administrator has designed.
See also Data entry form, Schedule or assign form, Activities and interaction with workflows
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