Schedule a task in Carerix with HireData

This guide shows you how to create a “Schedule task” in Carerix with HireData. Follow the instructions below so you can manage the process yourself. A video tutorial is included at the end for additional support. You should already have created an automation for Carerix. See how to do this here.

Step 1: Create a task

Click the + to open the Building Blocks menu, then select Task and the Carerix app. You will see all of the automated tasks that HireData currently supports through Carerix:

Add Activity or Item
Update Field(s)
Schedule task

Select the task you want to create.

Building Blocks menu with Carerix automated tasks

Step 2: Set it up

This guide focuses on creating a “Schedule task”. After you click the Schedule Task button, you need to fill in a few fields.

2.1. Select the owner of the task The first thing you need to do after creating the task is make sure the owner is the same as the owner of the match. To do that, select ID in the Match Owner box and Match: Owner (User) in the With box. That way, the task will be assigned to this person.

2.2. Set a start and a due date Depending on when you want the task to start and be completed, you can set a Start date as well as a Due Date.

2.3. Include a subject In the Subject area, you can add variables. There are two ways to do that. The first one is to open the variables on the right via the {} button. Then type any keyword of the variable to find it quicker, and click it to copy.