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Notes, Activities and Attachments for Guests
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Notes, Activities and Attachments for Guests

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Article summary

Guests can schedule activities, create notes and share attachments related to a candidate, a job or an Organization (Client/Department).

  • To create an activity, a note and or share an attachment regarding a candidate, head to the candidate's profile.
  • To create an activity, a note and or share an attachment regarding a job, head to the job's page.
  • To create an activity, a note and or share an attachment regarding an Organization (Client/Department), head to the dashboard.
Note

If you were invited as a Guest by a Recruitment Agency, an organization is your company. If you were invited as a Guest by a Company / Corporate, an organization is a department (or subsidiary, office, hotel, etc.).

Create an Activity

  1. Click on the "Activities" tab.

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  1. Click on "Create Activity".
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  2. Enter all the details regarding the activity. The field "Assignee" allows you to tag and notify certain team members of the activity. Once all details are entered, click on "Create".
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Create a Note

  1. Click on the "Notes" tab.
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  2. Enter the note and click "Save" once you are done.

Note

(By typing " @ " in the note, a dropdown menu will give you the option to tag people from your team or from your client's team. Upon saving the note they will be notified.)

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Add an Attachment

  1. Click on the "Attachments" tab.
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  2. Drag and drop your file in the window, then click upload.
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