You can create an opportunity that automatically assigns associated tasks to selected talent. This automation frees up your team from manual tasks to focus their attention on finding the best talent for the work needed!
Customizing the opportunity workflow will share task details with selected talent, allows them to accept the task, and then finally assign the task with the desired status.
Task assignments result from designing an automated process from workflows to opportunity creation and collaborating candidate vetting within your team. Once the task is completed, you can even auto-generate an invoice to pay your talent!
Step-by-step guide
How to automate task assignment
This action must be done during the opportunity creation phase for an automatic process. However, tasks can be created manually.- Step 1: Access the template list view.
- Step 2: Populate the content in the template.
- Step 3: Using the template in your article.
Step 1: Create a workflow that includes a Task assignment stage
This is an "Action Stage" type
Step 2: Add a new opportunity
- Attach the workflow created in step 1.
• If you don't provide Task name, the task will still be created - with the same name as Job Opening. For example, if you create a job opening providing only its name and apply onboarding workflow with "create task" action stage, the talent will still be placed to tasks.
• If you're not able to see "Onboarding Workflow" when creating a job opening it means you're using Job Openings template and the option is hidden. Reach out to us at Worksuite Support to assist with this either via the widget on the bottom-left or at support@worksuite.com
Step 3: Add the appropriate task details in the opportunity
- Read more about adding the necessary task details here.
Learn more:
Support/Resources
Have questions about creating tasks from job openings?
Click the Support button in the bottom left to contact our amazing Support team or reach out to support@worksuite.com.