What are tasks?
Tasks let you request actions from other Pinpoint users — or yourself — with a set deadline. You can assign a task to one person, multiple people, or a role (such as "all hiring managers on this job"). When a task is assigned to multiple people, each person receives their own individual copy.
Each task includes:
Title – a short description of what needs to be done
Description – additional context or instructions
Due date – the deadline for completion
Assignee(s) – the user(s) or role responsible for the task
Tasks can be linked to:
Jobs
Candidate applications
Talent pipeline candidates
No specific record (ad hoc tasks assigned to a user)
How do I create a task?
There are multiple ways to create a task in Pinpoint, depending on what you want to link it to.
Ad hoc tasks (not linked to a job or candidate)
Click the Task Manager icon in the top-right corner of any Pinpoint page (next to the notifications icon)
Click "create task"
Enter a title, description, due date, and assignee
Click Save — the task will appear as outstanding in your Task Manager
Tasks linked to a job
Open the relevant job & click Create task to the right of the job status
Complete the task details — the task will be automatically linked to the job
The task will appear in your Task Manager with a direct link back to the job
Tasks linked to a candidate application or talent pipeline candidate
Open the relevant candidate application or talent pipeline profile & Click Create task to the right of the candidate's name
Complete the task details - The task will appear in your Task Manager with a direct link to the candidate's application
Tasks created via automations
You can use Pinpoint's automation builder to create tasks automatically when certain conditions are met.
When building your automation, select Create task as the action & choose whether to link the task to the job, candidate, or user
For the assignee, you can select:
A specific user
Hiring Manager — the task will be assigned to the hiring manager named on the triggering job
Recruitment Manager — the task will be assigned to the recruitment manager named on the triggering job.
Where can I see my tasks?
All tasks — regardless of how they were created — appear in the Task Manager, accessible from the top-right corner of any page in Pinpoint. Tasks linked to a job or candidate include a direct link to that record.