How to dictate a task and add a calendar event in seconds
Create a task on a candidate by dictating it, book a calendar event with Teams, Google Meet or Zoom, and log both with an activity type for your KPIs.
Tasks and meetings in Recruitly sit on the record they belong to. You dictate the task instead of typing it, book the event with a video link, and each one carries an activity type so it counts in your KPIs.
Watch it on Recruitly Play (2 min 12 s), part of the Run your desk series.
Create a task
- Open the candidate, click the three dots and choose Create task.
- Dictate it, for example "call her on Wednesday for interview prep". AI types it for you.
- Give it an activity type for KPI logging and save.
Add a calendar event
- Click the calendar icon and choose the date, time and location.
- Add a Teams, Google Meet or Zoom link if you want one.
- Pick the activity type, edit the title if you like, and save.
The task and calendar sections list every past and upcoming item, and you can create new ones there or from the New button. See KPI tracking and the AI Scheduler.
Can I add a Zoom or Teams link to a Recruitly calendar event?
Yes. Choose Teams, Google Meet or Zoom when you create the event.
Do tasks count towards KPIs?
Yes. Give the task or event an activity type and it is logged for KPIs.
