Managing tasks

Tasks are Kepler's to-do layer for follow-ups, reminders and prep work. Tasks can stand alone or link to records; manage them from the Tasks page, from the Tasks tabs on candidates, contacts, companies and jobs, or inline from an application drawer.

Creating tasks

• From Tasks — create with a title, assignee, priority, due date and linked records.
• From any record's Tasks tab — pre-linked to that record.
• From the application drawer — add and complete follow-ups inline while working the pipeline.
• Automatically — placement date changes (aftercare, guarantee, extensions) create reminder tasks; see Fees, aftercare & billing.
• By AI suggestion — see below.

Suggested tasks

Kepler watches your synced conversations and meetings for commitments — "I'll send the shortlist Friday", "chase the client after the offer call" — and proposes them as suggested tasks in Notifications. Each suggestion shows its source (the email or meeting it came from), the records it concerns, a proposed assignee and due date.

Accept a suggestion to turn it into a real task, or reject it to dismiss. Suggestions never become tasks by themselves.

Working your task list

• Filter by status, priority, assignee and due date — including quick slices for Overdue, Due Today and Next 7 Days.
• Check tasks off as you go; overdue tasks are flagged, and the dashboard groups your tasks into Overdue / Due Today / Upcoming.
• Select multiple tasks to complete, reopen, reprioritise, reassign or delete them. Kepler applies the change immediately and shows the result when the request finishes.

Keyboard shortcuts on the task list

These work on the Tasks page in list mode, when you're not typing in a field:

Shortcut	Action
N	Add a task
↑ / ↓	Move the row cursor
X	Select or deselect the cursor row
C	Complete or reopen the cursor row
Enter	Open the cursor row for editing