> ## 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 Vincere with HireData

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

*The Vincere Scheduled Task action allows you to automatically create scheduled tasks in Vincere whenever a specific trigger event occurs in a HireData automation workflow. This is useful for automating reminders and follow-up activities, ensuring no task is overlooked. Follow along as we demonstrate how to use this task.*

## Step 1: Create or edit an automation

In your HireData account, navigate to the **Automations** section and either create a new workflow or open an existing one by clicking on **+ New Automation**.

<img src="https://mintcdn.com/hiredata/60JXZMpGWVQbXug5/images/intercom/70618331-image.png?fit=max&auto=format&n=60JXZMpGWVQbXug5&q=85&s=69daa25856c33c45f71b69ee4c82772c" alt="Adding new automation in HireData" width="2880" height="1530" data-path="images/intercom/70618331-image.png" />

## Step 2: Add the action

### 2.1. Click on **Blank Automation** to start a new automation from scratch

Selecting Blank Automation will create a new automation

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/73792029-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=c164426739195d88e9414cb885e7e99b" alt="Start a blank automation" width="2880" height="1530" data-path="images/intercom/73792029-image.png" />

### 2.2. Click in the First Building Block/Trigger to bring up the App Panel and select **Vincere**

Clicking on the First Building block you'll be able to choose which App to link this to

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72641866-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=57f4ba19f94818baac818315582c237e" alt="First step to creating a Trigger by selecting the brand" width="2880" height="1530" data-path="images/intercom/72641866-image.png" />

### 2.3. Select the Trigger for the Automation

Follow the setup steps to choose how you would like this automation to trigger and click **Save**.

Selecting the Object value for the app

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72645601-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=ed0e12ecf592be7951cc1f3ec720b931" alt="Trigger Setup Choosing Object" width="854" height="723" data-path="images/intercom/72645601-image.png" />

Choosing the timing in which you would like the trigger to adhere to

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72645827-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=6f44954b066e7aeadcb22f6e4628370a" alt="Trigger Setup Timing" width="805" height="1062" data-path="images/intercom/72645827-image.png" />

Checking that everything is correct and saving the trigger

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72646002-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=7921acaa23116be2ad1ceddb0660789b" alt="Overview of Trigger" width="830" height="1204" data-path="images/intercom/72646002-image.png" />

### 2.4. Click on the 2nd Building Block to open the action panel and click on **Add** to create a new Task

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72648002-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=3aee3b9fa365b4b6cf21e52fbf1e0005" alt="" width="1873" height="953" data-path="images/intercom/72648002-image.png" />

### 2.5. Navigate until you see the Vincere logo along with the text **Task**

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72648586-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=78d1498bdf1736359e5eaa2f11b2c1ec" alt="Add Task" width="813" height="547" data-path="images/intercom/72648586-image.png" />

## Step 3: Fill in the task details

* **Type:** Choose the Item Type you would like the Task to correspond to. This can be:
  * Candidate - A task relating to the Job Seeker
  * Contact - A task tied to the Client Contact
  * Job - A task relating to a Job Order or Vacancy
  * Personal - A task for your own use, such as reminders or admin duties
  * Project - A task associated with a larger project or campaign

<img src="https://mintcdn.com/hiredata/i_AfYWN4CJrNSoID/images/intercom/72656330-image.png?fit=max&auto=format&n=i_AfYWN4CJrNSoID&q=85&s=d57d14c58abedd450df0cd6cf648f196" alt="" width="758" height="547" data-path="images/intercom/72656330-image.png" />

* **Subject:** Enter a clear and descriptive subject for the task (e.g., "Test project, local")
* **Description:** Provide a detailed description of the task
* **Start/End Date:** Set the task's start and end dates. You can also set a delay if you wish
* **Reminders:** Add a reminder to ensure the task is not forgotten
* **Assignee:** Assign the task to the relevant user in Vincere
  <img src="https://mintcdn.com/hiredata/60JXZMpGWVQbXug5/images/intercom/70620488-image.png?fit=max&auto=format&n=60JXZMpGWVQbXug5&q=85&s=4aa381bda52f6746872305c928af1e77" alt="Task configuration" width="853" height="1204" data-path="images/intercom/70620488-image.png" />

## Step 4: Save and test

Click **Save Task** to finalise the task configuration and [run the automation workflow to test it](/automations/how-to-test-an-automation).

## Step 5: Confirm the task

* **HireData** – Navigate to **Task History** to verify it was created.

<img src="https://mintcdn.com/hiredata/60JXZMpGWVQbXug5/images/intercom/70620685-image.png?fit=max&auto=format&n=60JXZMpGWVQbXug5&q=85&s=3415577877674e1e2be59c965e2b527f" alt="Tracking the task in HireData" width="500" height="630" data-path="images/intercom/70620685-image.png" />

* **Vincere** – Open **Email View → Task Tab**.

<img src="https://mintcdn.com/hiredata/60JXZMpGWVQbXug5/images/intercom/70620741-image.png?fit=max&auto=format&n=60JXZMpGWVQbXug5&q=85&s=0e3783be8c48517e33d7ee877f670533" alt="Tracking the task in Vincere" width="2880" height="1530" data-path="images/intercom/70620741-image.png" />


## Related topics

- [Schedule a task in Carerix with HireData](/apps/carerix/schedule-a-task-in-carerix-with-hiredata.md)
- [Manually sync Vincere with HireData](/apps/vincere/manually-sync-vincere-with-hiredata.md)
- [Create a Vincere automation in HireData](/apps/vincere/create-a-vincere-automation-in-hiredata.md)
- [Add an activity or item in Vincere with HireData](/apps/vincere/add-an-activity-or-item-in-vincere-with-hiredata.md)
- [Update fields in Vincere with HireData](/apps/vincere/update-fields-in-vincere-with-hiredata.md)
