With the task area in softgarden, you can create targeted reminders and to-dos for yourself or colleagues directly in the system and always in the context of your application processes. Whether general tasks or applicant-related to-dos: you keep everything in view.
Create Tasks – Two Options
1. General Tasks (not applicant-related)
These tasks are not linked to a specific applicant profile and are suitable for organizational to-dos or internal team reminders.
How it works:
Navigate to the “Tasks” menu item via the left sidebar.
Click on the blue “+ Create Task” button at the top right.
In the “Applicant” field, no selection should be made – this field must remain empty.
Select the colleague who should take over the task in the “Assignee” field.
Set the due date and time by which the task must be completed.
Enter a short description of the task in the “Task” field.
(Optional) Activate the “A text response is required” switch if the assignee should also give a brief feedback upon completion.
Important: Only one person can be assigned per task. There is currently no substitute arrangement.
2. Applicant-Related Tasks
These tasks are directly linked to an applicant profile – ideal for reminders, feedback, or individual processing steps.
How it works:
Open the corresponding applicant profile.
Click on the blue “+” button at the top right.
Select the colleague who should take over the task in the “Assignee” field.
Set the due date and time by which the task must be completed.
Enter a short description of the task in the “Task” field.
(Optional) Activate the “A text response is required” switch if the assignee should also give a brief feedback upon completion.
Important: Only one person can be assigned per task. There is currently no substitute arrangement.
Roles & Permissions
Create Tasks – Required Role Permission
To be able to create tasks, the appropriate permission must be assigned in role management. This adjustment can only be made by a person with an assigned admin role.
Here’s how:
Navigate to: Settings → User Management → Roles
Click on “Open Role Management”
Select “Manage Roles”
Click on the three dots in the row of the desired role and select “Edit”
Scroll to “Additional Permissions” and check “Create Tasks”
Click on “Save”
View & Edit Tasks
Regardless of their role, all users can view, edit, mark as completed, and delete their self-created tasks in the “Tasks” area and within an application under the “Tasks” tab.
Tasks in the Application History
All job team members have access to created and completed tasks in the “History” tab within an application – even if they are not the creator or assignee of the task.
Personal Notes
In the applicant profile, next to the “Notes” tab, you have an additional “Notes” field available. This is displayed to you within the application – regardless of which tab you select.
These notes are visible only to you and are ideal for personal assessments or thoughts that should not be shared with the team.
History – Everything Traceable
All activities – including created or completed tasks – are documented in the history of the applicant profile. This keeps the entire process transparent and traceable for all involved.
With the task area in softgarden, you work in a structured, efficient, and team-oriented way – no paperwork needed.