Tasks work the same way everywhere in Jaicob: on candidates, clients, jobs and contacts, on the main screen and through the Copilot.
The New task window: choose whether a recruiter or Jaicob carries out the task.
When you create a task, you choose who carries it out:
Recruiter task (Recruitertaak): a task for a person. For example: "Call this client tomorrow for an intake meeting with Pieter Janssen". Click Create task (Taak aanmaken).
Jaicob task (Jaicob-taak): Jaicob carries out something itself at the set time. For example: "Tomorrow at 9:00, send an email with an overview of the new applications". Click View plan (Plan bekijken) to check the plan and start it.
You can also add colleagues and set a date. To complete a task, click the checkbox.