Applicant tasks are the optional and required tasks to be completed by the applicant in order for their application to be complete and successful throughout the application process.

In this Article... 

• How to Add a New Applicant Task
• How to Edit an Applicant Task
• Applicant Task Types

How to Add a New Applicant Task

Tasks are added on the program level.

To add a new applicant task:

1. Go to your Workflow.
2. Click on the Name of the stage to access the stage configurations.
3. Click on Tasks

Within an Application Stage, you need applicant tasks for your applicants to be able to complete within your site.

To add a task:

1. Click on the Plus + icon
2. Select the type of task you wish to create

NOTE: Task settings have some minor differences depending on the task type. To see a description of the available application task settings by task, see Applicant Task Types.

How to Edit an Applicant Task

A task can be edited even if it is currently in use. The following steps can be followed to edit the settings of a task including its title, prerequisites, stage location, etc.

1. Go to your Workflow
2. Click on the Name of the stage to access the stage configurations
3. Click on Tasks
4. Hover your cursor over the task and click on the Edit icon to the right of the task OR select the task title
5. Edit the Settings of the task as needed

Applicant Task Types

For more details on the available applicant tasks and their settings please select the applicant task type titles below.

If you are looking to add a Reviewer task to your workflow please refer to these articles dedicated to setting up reviewer stages:

• How to Set up the Evaluation (Simple Review)
• How to Set up the Evaluation (Advanced Review)