> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jobin.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks and task queues

> Track follow-ups and calls, organize them into queues, and work through them one by one.

Tasks keep your follow-ups from slipping. A task can be a to-do or a call, linked to a candidate, a job, or neither. Open them from **Tasks**
in the sidebar.

## Recommended workflow

1. **Capture the follow-up.** Choose **Add task** on a contact's profile, or **Quick add** > **Task** anywhere. Set the date, time, and details.
2. **Organize it.** Set the priority and assignee, and add it to a queue.
3. **Start work from a queue.** Choose **Overdue** or **All open** and work through them one by one.
4. **Finish or skip.** Mark each task done, or skip to the next.
5. **Review daily.** Filter to what's due today, then check **Overdue**.
6. **Clean up.** Use bulk actions to complete, reassign, or delete tasks.

## Create a task

* **From a contact.** Choose **Add task** in the profile header. The task links to the contact automatically, and you set the date, time, and details without leaving the profile.
* **From the Tasks page.** Choose **Add task**, or use **Quick add** > **Task** anywhere.
* **From a sequence.** A [sequence](/sequence-automation.md) can create a task when a person needs to follow up.

When you open a contact with unfinished tasks, they appear right away so you can work through them without leaving the profile.

## The task list

The task list is a table you can search, sort by due date, filter, and customize.

* **Columns.** Status, priority, assignee, date and time, description, candidate, job, sub-stage, location, meeting link, and more. Edit the
  candidate, job, or date and time right in the row.
* **Filters.** Filter by assignment, job pipeline and stage, source, date range, and time range. Pending tasks show by default, and you can include completed ones.
* **Open a task.** Expand it to see the details, and step through the previous and next tasks.
* **Bulk actions.** Select tasks to mark them done or pending, assign them to a queue, remove them from a queue, export them, or delete them.

## Task queues

Queues group tasks so a team can split the work.

* The built-in queues are **All open**, **Overdue**, and **Upcoming**.
* **Create a queue** from the queue bar, or while you schedule a task. A task you create that way goes straight into the new queue.
* **Start working** from a queue: choose all queues, one queue, or unassigned tasks. Mark each task done, or skip to the next one.

## How-to guides

Quick, step-by-step answers for common tasks:

* [How to create a follow-up task for a candidate](/how-to/create-a-follow-up-task.md)
* [How to work through a task queue](/how-to/work-through-a-task-queue.md)
* [How to add a manual task to a sequence](/how-to/add-a-task-to-a-sequence.md)

## Related

> **[Calendar and meetings](/calendar.md)**
>
> See tasks and meetings together.

> **[Smart sequences](/sequence-automation.md)**
>
> Add task steps to outreach.


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