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Tasks & follow-ups

Keep track of tasks and follow-ups.

Add tasks for business development and recruitment, record interview notes and receive email notifications when tasks are due.

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StaffAxis /Tasks & follow-ups Your workspace
OWN IT. PLAN IT. FOLLOW IT THROUGH.

A clear next step for every task.

Today’s actions
Due today8Your team’s working day
In progress5Actions with an owner
Completed12Example week
ActionOwner / duePriorityStatus
Follow up with OakfieldBusiness development · client conversationSophieToday · 10:30High
Review applicant documentsRecruitment · Emma WilsonAlexToday · 14:00NormalIn progress
Prepare client meetingMeadow House · relationship reviewPriyaTomorrow · 09:00NormalNot started
A subject, an owner and a due time — with the context to act.

Illustrative product screen · sample information

Keep the next action clear

Create tasks for client calls, candidate follow-ups and other recruitment work. Give each task a clear description, assign a team member and set a due date and time.

Keep interview notes within recruitment so your team can review the discussion and plan any follow-up. Email notifications when tasks are due help colleagues keep track of the work that needs their attention.

Tasks for your agency

Business development tasks

Add tasks for client calls, meetings and follow-ups. Keep the action connected to the relevant company or contact.

Recruitment follow-ups

Create tasks to contact candidates, request missing information or follow up on documents. Assign each action to the colleague responsible.

Recruitment interview notes

Record interview notes within recruitment. Keep the discussion available to your team and create follow-up tasks for any actions agreed.

Owners, priorities and due dates

Choose a team member, set a priority and add a due date and time. Update the status as work progresses and mark the task complete when finished.

Email notifications when tasks are due

Receive an email notification when a task is due, helping your team remember calls, candidate follow-ups and other scheduled actions.

Task lists, calendar and history

Review tasks in a list or calendar and use the dashboard to check progress. Return to completed tasks when you need to review earlier work.

Following up after an interview

A recruiter records interview notes for a nurse and creates a task to request a missing document. The task has an owner and a due date. When it is due, an email notification prompts the follow-up. Once the document has been received, the colleague completes the task.

Illustrative working-day example.

Three simple steps

1. Add the task

Describe what needs to be done and link the relevant company or person. Assign a team member to take responsibility.

2. Set the due date

Choose a due date, time and priority. An email notification will help you follow up when the task is due.

3. Update and complete

Record progress and mark the task complete when the action is finished. Keep recruitment interview notes available for any further follow-up.

Your questions, answered

Yes. Create tasks for client calls, meetings, candidate follow-ups and other recruitment actions. Keep them connected to the relevant company or person.

Keep your agency connected

Business development

Manage potential healthcare clients, add tasks and notes, and onboard new clients.

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Team communication

Keep team conversations, notifications and work updates together.

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Recruitment & onboarding

Manage applications, interviews, compliance checks and candidate onboarding.

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See tasks and follow-ups in StaffAxis

Book a demo to explore business development tasks, recruitment notes and due-task email notifications.

Book your StaffAxis demoA walkthrough for your healthcare staffing agency.