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:

Select the task you want to create.

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.

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.

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 simply click on it to copy.

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

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

2.4. Write a description

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

2.5. Select the status of the task

It can be:

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.

2.6.1. Setting an expiration date for the task

2.6.2. Setting a delay for the task

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.

2.8. Save the task

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

Review the summary of the task in the automation.