> ## Documentation Index
> Fetch the complete documentation index at: https://help.hiredata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule a task in Carerix with HireData

> Automatically schedule tasks and follow-ups in Carerix through HireData, so recruiters always know what to do next and never miss a candidate action.

*Welcome to our comprehensive guide on how to create a "Schedule task" in Carerix with HireData. Follow the instructions below to learn the process so you can manage it yourself. At the end, you will also find a video tutorial for additional support.*

You should already have created an automation for Carerix - see how to do this [here](/apps/carerix/create-a-carerix-automation-in-hiredata).

## Step 1: Create a task

Click the \[+] to open the Building Blocks menu, then on \[Task] and finally select the \[Carerix] app. You will see all of the automated tasks that we currently support through Carerix:

* Add Activity or Item
* Update Field(s)
* Schedule task

Select the task you want to create.

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/244c3d20ce45.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=1224d58de3f766944de78b0843bdc3ed" alt="Building Blocks menu with Carerix automated tasks" width="774" height="1308" data-path="images/intercom/244c3d20ce45.png" />

## Step 2: Set it up

In this guide, we will focus on creating a "Schedule task". After you click on the \[Schedule Task] button, you need to fill in a few fields.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/75885f020ae2.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=9195e0aa80e03a8b0d8ae3e8a2fc34b6" alt="Task settings" width="774" height="1308" data-path="images/intercom/75885f020ae2.png" />

***2.1. Choose 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 after that. That way, the task will be assigned to this person.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/720df4ec3271.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=4c164585fcb15573353bb7300e803ac7" alt="Matching the owner setting" width="721" height="122" data-path="images/intercom/720df4ec3271.png" />

***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].

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/898d7cee1844.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=e02e5a52ae35a4454cbd3c20c36c6c07" alt="Start and due date options" width="729" height="267" data-path="images/intercom/898d7cee1844.png" />

***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 simply click on it to copy.

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/16948b32fa7d.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=2c9e3c7594ba5975dda5cb7736695c99" alt="Variables list" width="1857" height="1564" data-path="images/intercom/16948b32fa7d.png" />

The other way to do this is to type "\{\{" followed by the variable's name in the subject field.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/9520268e2ce8.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=921e79347e62cea288fc33e2d2010819" alt="Finding a variable in the subject field" width="1896" height="1372" data-path="images/intercom/9520268e2ce8.png" />

For example, if you want to check if the candidate is happy, you need to type "Check if \{\{CandidateFirstName is happy".

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/35af7e599608.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=03e6c56d8a1b0d61e718ea397b2be67b" alt="Subject example" width="719" height="150" data-path="images/intercom/35af7e599608.png" />

***2.4. Write a description***

Write a brief description of the task - this shouldn't be longer than one sentence.

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/2849eab1e7a5.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=9744a2bb15b623a9534f46b7464ffe98" alt="Description example" width="734" height="180" data-path="images/intercom/2849eab1e7a5.png" />

***2.5. Select the status of the task***

It can be:

* To do
* In progress
* Done
* Screening accepted
* Screening declined

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/d0e5894aa343.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=07599fb077cfd55a09bb4d267a415c99" alt="Task status options" width="728" height="543" data-path="images/intercom/d0e5894aa343.png" />

***2.6. Add expiration date or a delay***

This is optional, so if you don't want to add them, you can skip this part.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/b17544b14cd9.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=682ce2d26e9102426cd451ccd862b0c6" alt="Expiry date and delay settings" width="733" height="312" data-path="images/intercom/b17544b14cd9.png" />

***2.6.1. Setting an expiration date for the task***

<img src="https://mintcdn.com/hiredata/gxJTRNkw59nHz0U-/images/intercom/17be4d5d7a8a.png?fit=max&auto=format&n=gxJTRNkw59nHz0U-&q=85&s=afd4626c7887a7cc044ef871430c7c24" alt="Expiry date options" width="722" height="581" data-path="images/intercom/17be4d5d7a8a.png" />

***2.6.2. Setting a delay for the task***

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/93b6beee5bea.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=4fa31a9bd237ea748c5b937e9a9775e0" alt="Delay options" width="729" height="579" data-path="images/intercom/93b6beee5bea.png" />

***2.7. Match the candidate***

Make sure to match the correct candidate to this task so it also matches the candidate's file in Carerix.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/d9a4c4b18811.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=b6a8ea7bcbd8ecd5b10f5b00c45a79c9" alt="Match Candidate field" width="731" height="136" data-path="images/intercom/d9a4c4b18811.png" />

***2.8. Save the task***

Click on \[Save Task] at the bottom of the Building Blocks menu.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/a468ea5bb9fc.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=08314f87116366799d051081f299f464" alt="Save Task button" width="351" height="84" data-path="images/intercom/a468ea5bb9fc.png" />

## Step 3: Review the task

Review the summary of the task in the automation.

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/870bb021e218.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=b508ee462ba944256453630604a0b233" alt="Task summary" width="1772" height="1312" data-path="images/intercom/870bb021e218.png" />

***

## Video guide

<iframe src="https://www.loom.com/embed/746e0cd121bd4bd1bad07c321c048508" title="Loom video" allowFullScreen className="w-full aspect-video rounded-xl" />


## Related topics

- [Schedule a task in Vincere with HireData](/apps/vincere/schedule-a-task-in-vincere-with-hiredata.md)
- [Logging WhatsApp conversations in Carerix with HireData](/apps/carerix/logging-whatsapp-conversations-in-carerix-with-hiredata.md)
- [Logging Email Messages on Carerix with HireData](/apps/carerix/logging-email-messages-on-carerix-with-hiredata.md)
- [Manually sync Carerix with HireData](/apps/carerix/manually-sync-carerix-with-hiredata.md)
- [Create a Carerix automation in HireData](/apps/carerix/create-a-carerix-automation-in-hiredata.md)
