Tasks in Spott let you assign, track, and complete actions related to a specific role — from scheduling interviews to sending offers. Every task is tied to the job, ensuring nothing falls through the cracks and your team always knows what needs to be done next.

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Access a job’s Tasks page

Jobs Pn
  1. In Spott, go to Jobs.
  2. Find the job you’re looking for. Make sure it’s under the right company/client.
  3. Click on the job title.
  4. Click on the Tasks tab (on the top ribbon).

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Tasks - Overview

Tasks Pn The Tasks tab helps you manage all follow-up actions related to a job, candidate, or company.

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Task List

Each task includes:
  • Description with a linked record (job, candidate, etc.)
  • Due Date (highlighted if overdue)
  • Record (the associated job or candidate)
  • Assigned to / Assigned by

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Managing Tasks

  • Uncompleted tasks are shown by default.
  • Mark tasks as complete once finished.

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Creating a Task

Click + New Task and specify:
  1. Task title/description
  2. Due date
  3. Associated record (Job, Candidate, Company, Contact)
  4. Assignee

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Workflow

Example:
  • Add a reminder to call the client tomorrow.
  • Link it to the job.
  • Assign it to a colleague.
  • Once completed, it will be removed from the pending list.