Have a phone interview with an applicant and need to jot down a few key takeaways? Or left a voicemail and want to ensure the rest of your team doesn't also try calling? Consider using Notes to make this information available to your whole team! Looking for reminders to send important follow-up emails or give an applicant a call back? In Apploi, you can add tasks to create a to-do list for each of your applicants!
Adding a Note
Notes can be added for an applicant on the Candidate's page. Once you find the applicant that you'd like to add the note for, click the Notes icon.
A pop-up window will appear, showing you previously saved notes. click the Take a Note section. You can also edit or delete any of your own notes by clicking on the pencil or trash icons.
Here you can give the note a Title, write the note, and optionally Assign it.
Looking for reminders to send important follow-up emails or give an applicant a call back? In Apploi, you can add tasks to create a to-do list for each of your applicants!
Adding a Task
Assigning a note will create a Task. When you click the + to the right of ASSIGN NOTE, A pop-up window will appear, where you have the ability to add a Task. You'll be required to select a Due Date and the Category of task.
Click Save and you'll be taken to the Task Manager to see all tasks and notes that have been created for the applicant.
Filtering by Notes/Tasks
Click All Filters, and you can filter for note assignee or note due dates.
