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Home > Guides > User Guide > Basic Navigation > Quick To-Do

Quick To-Do

From any page in Cyber Recruiter, a user is able right-click in the header to quickly as a "to-do".  After right-clicking, select the option which appears that says 'Add To-Do'.



Once added to the system, when the date arrives for the task, it will appear on the user's Home page but can always be seen on the view called 'My To-Do List.

Adding a Quick To-Do

If the to-do is just a quick reminder and doesn't need to be connected to an Applicant or a Requisition file, fill the form out as follows, and press the Save Changes button to record the item. 

Field  Purpose/Action 
Created Date Will default to the current date but can be changed if needed.
Applicant Leave this field blank
Requisition Leave this field blank
Due Date Enter the date the to-do should be accomplished.  When this date is reached, a reminder will appear on the Home page.
Item Enter the details for the to-do to accomplish (call xyz, send paperwork to screening company, etc.)
User Will default to the current user but can be changed to another user if the task is for someone else.
Email User If the user is changed, it is recommended that an email be trigger to the user so he/she knows that a to-do has been added.

This is a hard-coded email (not available for edit under Standard Templates) which includes the user who added the to-do as well as the note/item entered.

Adding a Quick To-Do to an Applicant's File

If the to-do needs to be connected file and is related more to an Applicant than a Requisition, fill the form out as follows, and press the Save Changes button to record the item. 

Field  Purpose/Action 
Created Date Will default to the current date but can be changed if needed.
Applicant
Click on the Find Applicant link to open a search box to find the correct applicant.

After the applicant is connected, if the applicant was selected incorrect, press the icon to remove the applicant from the to-do.
  Applicant Note This field will appear after the Applicant has been selected.  Select which applicant note type should be assigned to the information stored within this to-do.

Note: This field is not required.  Selecting a note type will add the record to the Applicant's Notes page.
Requisition All of the requisitions to which the applicant is connected will display in the drop-down for 'Requisition'.  If this to-do is related to a specific requisition this applicant has applied to, select it from the drop-down list.  Otherwise, leave this field blank.

Note: This field is not required.  
  Requisition Note This field will appear after the Applicant has been selected.  Select which requisition note type should be assigned to the information stored within this to-do.

Note: This field is not required.  Selecting a note type will add the note to the Requisition's Notes page.
Due Date Enter the date this task is due.  This will become the Follow-Up date of the note.
Item Enter the details for the to-do to accomplish (call xyz, send paperwork to screening company, etc.)
User Will default to the current user but can be changed to another user if the task is for someone else.
Email User If the user is changed, it is recommended that an email be trigger to the user so he/she knows that a to-do has been added.

This is a hard-coded email (not available for edit under Standard Templates) which includes the user who added the to-do as well as the note/item entered.

Adding a Quick To-Do to a Requisition File

If the to-do needs to be connected file and is related more to an Requisition than a Applicant, fill the form out as follows, and press the Save Changes button to record the item. 

Field  Purpose/Action 
Created Date Will default to the current date but can be changed if needed.
Applicant All of the applicants to which the requisition is connected will display in the drop-down for 'Applicant' after the requisition is selected.  If this to-do is related to a specific applicant, select the name from the drop-down list.  Otherwise, leave this field blank.

Note: This field is not required.  
Requisition Click on the Find Requisition link to open a search box to find the correct applicant.

After the requisition is connected, if the requisition was selected incorrect, press the icon to remove the requisition from the to-do.
  Requisition Note This field will appear after the Requisition has been selected.  Select which requisition note type should be assigned to the information stored within this to-do.

Note: This field is not required.  Selecting a note type will add the note to the Requisition's Notes page.
Due Date Enter the date this task is due.  This will become the Follow-Up date of the note.
Item Enter the details for the to-do to accomplish (call xyz, send paperwork to screening company, etc.)
User Will default to the current user but can be changed to another user if the task is for someone else.
Email User If the user is changed, it is recommended that an email be trigger to the user so he/she knows that a to-do has been added.

This is a hard-coded email (not available for edit under Standard Templates) which includes the user who added the to-do as well as the note/item entered.


See also