Post task
Creating and posting tasks in smartPeople is a good way to get them efficiently fulfilled on time and by the right candidate. Thus, you can achieve two goals at the same time: get your task resolved and give a candidate a chance to demonstrate their skills and do their work if it is currently needed.
To create a task, follow the steps listed below:
1. On the navigation menu, click Posts to open the Posts page.
2. On the Posts page, switch to the Tasks tab. You can see here a list of tasks you have previously created.
3. If it is your first task, the list is empty, and you are proposed to start creating your first tasks, To this end, click New task.
As an alternative, you can click New post and then click Task in the dialog that appears.
If you have permission to add posts of any type other than tasks, in this step you can select to add a job, a task, or an event post. A set of options can differ depending on the system settings. For more details, contact your administrator.
As a result, the New task page opens. Here you need to enter details of the task you are posting.
Fields marked with an asterisk (*) are mandatory. Mandatory fields must be filled in.
4. Start by defining a task title. To this end, enter a task headline to the Task headline text box.
5. Once you are done, proceed to the Skills section. To start adding skills, click Add skills.
Like settings up a profile, you can add here skills in the Add skills dialog by searching for them, browsing their categories, extracting them from a file or a text. To get more details about possible ways of adding skills, see Add skills.
You can set here one or more skills as mandatory by clicking the exclamation mark icon within the required skill record. Only candidates that have that particular skill can match the task post.
You can skip setting a skill as mandatory on this step and do it later directly on the New task page after adding the skill to the list.
Once you are happy with your selection, click Add at the bottom of the dialog to close it and proceed to the next step.
If you do not set one of the skills as mandatory, the candidate you try to find for fulfilling the task can miss that skill but have the rest skills you have added to the task post. So, the candidate has matches.
However, if you set any skill as mandatory in your task, the candidate missing that skill in the profile cannot match the task post anymore.
6. Under Locations, define one or more locations you want to add to the current task. To this end, click Add locations. As a result, the Add locations dialog opens.
Start typing a location in the Search field, and then select the one you need from the list of suggestions. You can search for a city, a state, or a country. In addition, you can specify a remote location.
Once you click a suggestion of your choice (state, country, or remote), it appears under Selected locations.
Once you are done, click Add to add selected locations to list of your location preferences of the task post.
7. Continue by adding additional information to your task.
This section may look different for your company. The field availability as well as the number of fields under Details depends on your smartPeople settings. For more details about availability of custom fields, contact your administrator.
Important: Make sure you do not post any confidential information.
Now that you are done, specify the task post due date in the Deadline date picker. Once the date is reached, the post is automatically archived.
8. After adding all the details about the task post you are creating, you can share it with others. To this end, use the Access permissions pane on the Settings tab. To add a single user or multiple users with whom you want to share the post, click the plus icon.
9. In the Share post dialog that appears, search for a user by entering their name or email address to the search box, and then selecting the suggestion that suits you best. Add as many users as you need.
10. As the next step, define access permissions to each user by clicking the three dots button within that user record and selecting the access permission you want to grant. You can choose among the following permissions: Owner, Editor, Viewer, or you can even Revoke access.
By default, the Editor access permission is assigned.
You can change the access permissions for users any time when editing your task post.
11. Once you are done, click Share.
As a result, users with whom you want to share the posing as well as their access permissions are shown on the Access permissions pane.
12. To save all the information you have defined for your task and post it, click Save.
Video tutorial
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Well done! Let’s learn how to create and post an event in smartPeople.


