📅 Accessing Tasks & Reminders
You can open the Tasks & Reminders panel from multiple areas within the Jombone platform:
Tasks & Reminders from the left-hand side navigation menu
Candidate Search
My Network
Companies → Job Orders
Companies → Job Orders → Candidate Application or Employment
Onboarding & Compliance
PTO Management
📂 Tasks & Reminders Overview
The Tasks & Reminders screen displays all of your tasks in a structured table format. Each row includes the following columns:
Task Title: The name of the task
Task Description: A short summary of the task
Due Date: The scheduled date and time the task is due
Associated With: The candidate or job the task is linked to (if applicable)
Created For: Shows the Task assignee
Priority: The priority level set for the task (Urgent, High, Medium, Low, None)
Status: The task's current status (e.g., Overdue, Open, Completed)
Hovering over any task row reveals quick action icons:
⏰ Reminder Icon: Shows the selected reminder time (e.g., "15 minutes before") via tooltip
✏️ Edit Icon: Modify task details
🗑️ Delete Icon: Remove the task
✔️ Complete Icon: Mark the task as completed
➕ Creating a New Task
You can create a task from two primary places:
From the Tasks & Reminders screen: Click the Create New button to open the task slide panel.
From other areas of the platform: Click the arrow icon (e.g., in Candidate Search or My Network tabs like Sign-Ups Complete) or task icon (e.g., in Invites Sent, Sign-Ups in Progress) to open the task slide panel.
Required Fields:
Title: Enter a name for your task
Description: Add details about the task (max. 500 characters)
Date & Time: Specify the due date and time for the task
Type: Choose how the task should be actioned (e.g., Email, Phone Call, etc.)
Reminder: Select when you'd like to be reminded (see reminder options below)
Priority: Choose how urgent the task is
Assignee: By default, the logged-in user creating the task is selected as the assignee, but you can assign it to any team member
Associated With (Optional): Link the task to a candidate or job as needed
⏰ Reminder Options
Choose when you want to be reminded before the task is due:
No Reminder
15 min before
30 min before
45 min before
1 hour before
Once set, a reminder icon ⏰ appears next to the task. Hovering over it displays a tooltip showing the selected reminder time.
⚠️ Priority Levels
Set the priority level to help manage and categorize your tasks:
Urgent
High
Medium
Low
🕛 Task Categories
Tasks are automatically sorted into categories to help you track progress:
Open Tasks: All tasks that are not yet completed or deleted
Due Today: Tasks with a due date of today
Overdue: Tasks that are past their due date/time
Due This Week: Tasks scheduled within the current week
Completed: Tasks that have been marked as done
Deleted: Tasks that have been removed
Tasks & Reminders ensure nothing falls through the cracks. Use them consistently to improve communication, accountability, and follow-through across your staffing operations.