Adding a Task

Overview

You can use tasks to remind yourself or someone else of pretty much anything. For example, given the number of leads, candidates, or contacts you inevitably converse with on a daily basis, you may want to create reminder tasks for each one to remember to follow up. For each task you create, you can add a reference to specific leads, candidates, contacts, opportunities, jobs, or placements that link back to the record.

You can add a task by selecting Actions > Add Task within a record or list view.

You can also add a task by selecting + Add > Task. at the top of Home page.

You can also create tasks and assign them to someone else. The assignee will not receive an email notification; rather, it will just appear on their list view. If it's a critical task, you can follow up the assignment by sending an email, so you know they see it.

Confirm the task you assign does not have the Private checkbox selected, so the assignee can see it.

If you assign a task to someone else and do not also make them the owner of the task, you retain a copy of it on your own task list.

Can I export tasks to Gmail or Outlook?

Since Tasks live within Bullhorn, it is not possible to export them. You can however create a task and set a reminder to receive an email notification. Once you receive the email, please refer to your third party email provider to see how you can create tasks from reminder emails you receive.