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You can quickly navigate to the Jobs page with G then J. See all keyboard shortcuts. Tasks in Spott let you assign, track, and complete actions related to a specific role — from scheduling interviews to sending offers. Every task is tied to the job, ensuring nothing falls through the cracks and your team always knows what needs to be done next.

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Access a job’s Tasks page

In Spott, go to Jobs.
  • Find the job you’re looking for. Make sure it’s under the right company or client.
  • Click on the job title.
  • Click on the Tasks tab on the top ribbon.

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Tasks overview

The Tasks tab on a job
The Tasks tab helps you manage all follow-up actions related to a job, candidate, or company.

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Task list

Each task includes:
  • Description with a linked record (job, candidate, etc.)
  • Due date, highlighted if overdue
  • Record, the associated job or candidate
  • Labels, to categorize the task (for example Follow Up or Candidate Interview)
  • Assigned to and assigned by
As a best practice, use tags as much as possible, so tasks are always visible in the right context across the different pages.

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Managing tasks

  • Uncompleted tasks are shown by default
  • Mark tasks as complete once finished

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Creating a task

Click New Task and specify:
  • Task title or description
  • Due date
  • Associated record, job, candidate, company, or contact
  • Assignee

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Workflow

Example:
  • Add a reminder to call the client tomorrow
  • Link it to the job
  • Assign it to a colleague
  • Once completed, it will be removed from the pending list.