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PROJECT TEMPLATE

HR and recruiting project template

Screening, interviews, offer, and hired on one board. See how the template comes set up in Tasskee.

Sample tasks from the HR and Recruiting template Download it as a spreadsheet (opens in Excel and Google Sheets) or build it right in Tasskee, with deadlines, assignees and notifications.
Download spreadsheet Use it on Tasskee, free
TaskWorkstreamInitial statusNote
Post sample job openingRecruitingInterviewsTask, high priority
Screen incoming résumésRecruitingScreeningTask, normal priority
Schedule interviewsRecruitingScreeningTask, normal priority
Send offer to candidateSubscriptionInterviewsTask, low priority

Who this HR and recruiting project template is for

It's for people who run hiring processes: a company's HR, a recruiting consultancy or a business owner who hires without having a people team. The typical problem is familiar: résumés scattered across the inbox, interviews scheduled by message and candidates who go days without a reply.

The template puts each candidate or each opening on a board, with the stage it's at.

How the project comes set up

When you create your account and choose the HR and Recruiting template, Tasskee creates the project with four statuses, in this order:

  1. Screening;
  2. Interviews;
  3. Offer;
  4. Hired.

The two workstreams are Recruiting and Hiring. The table above shows the four sample tasks: post the job opening, screen the résumés received, schedule interviews and send an offer to the candidate. Three are in Recruiting and one is in Hiring. The Offer column starts out empty: the send-offer task starts in Interviews. The template doesn't create a sprint.

How to adapt it to your team

Suggestions for use, which you can change however you like:

  • One card per candidate when openings are few, or one project per opening when there are many, with candidates as tasks.
  • Extra stages. If there's a technical test, a hiring manager interview or reference checks, create columns for them.
  • Workstreams per hiring area. Recruiting and Hiring can become workstreams per department.
  • A reply to everyone. Use a recurring task, or a due date, to remember to follow up with those who were turned down.

Be careful with personal data: résumés contain sensitive information. See the security and LGPD (Brazil's data protection law) page to learn how Tasskee handles data, and define which team members can see each project.

Tasskee features that go well with the template

The Kanban board is the funnel screen. Forms, on the Pro plan, generate a public application link that creates the task with the data already filled in. The calendar brings interviews together, and automations send a notice when a candidate stalls at a stage. When the candidate is hired, the onboarding template serves as inspiration for the integration plan, and reports show how many candidates are at each stage.

Tasskee is not a time clock or payroll system: the template handles the hiring process and HR's tasks.

A simple agreement for recruiting

Set a maximum reply time to candidates at each stage and write it on the card. Whoever has a date for the next follow-up gets a reply, and the company keeps the reputation of someone who hires well, which counts when attracting good people.

How to get started

The template is chosen at signup, when you create your account: in the onboarding step, choose the HR and Recruiting template and the project appears already set up. The trial lasts 15 days with Pro unlocked, no card required.

No candidate forgotten in the inbox

Screening, interviews, offer and hired on one board. When you create your account, choose the HR and Recruiting template.

See the forms
Frequently asked questions

HR and recruiting project template FAQ

Does Tasskee do time clock tracking?
No. It isn't an electronic time clock or payroll system. The template handles the hiring process and HR tasks.
Can I receive applications through a link?
With forms, which have a public link and create tasks. Forms are part of the Pro plan.
Is a job opening a project or a task?
It depends on volume. If you have few openings, you can use one task per candidate in a single project; if you have many, you can open a project per opening.

Start with the ready-made HR and Recruiting template.

When you create your account, choose the HR and Recruiting template. Try Tasskee free for 15 days, no credit card.

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