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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.
    Notes. Activities and Attachments 1

  2. Click on "Add Activity".
    Notes. Activities and Attachments 2

  3. Enter all the details regarding the activity. The field "Assign to" allows you to tag and notify certain team members of the activity. Once all details are entered, click on "Save".
    Manage my Candidates 4

Create a Note

  1. Click on the "Notes" tab.
    Notes. Activities and Attachments 3

  2. Click on " + " at the bottom right of the screen and the note window will be displayed.
    Notes. Activities and Attachments 4

  3. 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.

Notes. Activities and Attachments 5

Add an Attachment

  1. Click on the "Attachments" tab.
    Notes. Activities and Attachments 6

  2. Drag and drop your file in the window, then click upload.
    Notes. Activities and Attachments 7

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