Activities
When set up, activities automatically appear on a candidate's profile when they are moved to a stage. This streamlines the candidate management process and enables a consistent experience across candidates. For more on structured interviewing, check out Scheduling & Interviews: An Introduction.
Permissions & access
Activities are available on Foundations, Plus, Enterprise, and Legacy Plus plans.
Foundations | Legacy Plus | Plus | Enterprise |
|---|---|---|---|
✅ | ✅ | ✅ | ✅ |
You must be an Organization Admin or Elevated Access user with the Can Add/Edit Jobs permission to add or edit activities. Elevated Access users can only edit the activities on the roles they have access to.
Activities overview
Activities enable you to automate tasks such as drafting emails and setting up calendar invites for candidates in your interview process.
Ashby currently supports six activity types:
- Schedule Interview
- Take-Home
- Review Application
- Send Email
- Schedule Questionnaire
- E-Signature Document

Schedule interview
The Schedule Interview activity automatically adds schedule interview activities to a candidate's profile when they are moved to a particular stage, determining the interview, feedback form, interviewers, and interview settings in advance. For more on configuring these, check out Setting up Schedule Interview Activities.
Take-home
The Take-home activity automatically adds a prompt to send a take-home assignment activity to a candidate's profile when they are moved to a particular stage. This activity supports uploading the candidate's submission so the reviewer can view and score directly in Ashby.
Learn more in Setting Up Take-Home Activities.
Application review
The Application Review activity is a default activity on the application review stage in an interview plan. It enables the profile to be included in bulk application review (more on this at Application Review). The Application Review activity can also be added to other active stages in the interview plan (except the Offer stage) to prompt the candidate's application to be reviewed.
Once you add a Review Application activity to your job or job template's interview plan, you are prompted to select a reviewer (or a role on the hiring team to determine that users with that role complete the review application activity). You can also determine a feedback form.
If you are adding or editing a Review Application activity, you are prompted to determine the job considerations you'd like new assigned reviewers applied to.
You can choose between current and future job considerations (i.e., adding or amending activities for those currently in the pipeline and for applications moving forward) or only future job considerations.

Send email
The Send Email activity automatically adds a prompt to email a candidate and an email template to a candidate's profile when they are moved to the specified stage. Want more information on setting up email templates? Check out Emails.
The Send Email activity should only be used to email the candidate. If you'd like to receive notifications when a candidate moves to a new stage, you can enable this option in your notifications. More on this at Notifications & Notification Settings.
Schedule questionnaire
The Schedule Questionnaire activity allows you to select a questionnaire and an email template in advance. When a candidate is moved to the specified stage, a prompt appears to send the questionnaire out to them using your specified email template. You can read more on configuring questionnaires at Questionnaires.
E-signature document
The E-Signature Document activity prompts you to specify the document template you'd like to use. When the candidate is moved to the specified stage, you are prompted to send them the e-signature document. See E-Signature Documents for more on configuring e-signature documents.
FAQ
Can I automate an activity so that action is taken when a candidate moves to a new stage?
You can automate activities, yes. Find more at Automated Activities.
Can I copy an existing activity from one job's interview plan stage to another?
You can, yes! Watch the video below for a walkthrough, or follow the steps.
When you are on a job's interview plan:
- Click Add Activity To… on an interview plan stage. You will see the option to add a new activity and a Copy Activities option.
- Click Copy Activities.
- Select the job, interview plan, and interview stage you'd like to copy activities from.
- Choose the activities you'd like to copy.
The selected activities are copied into the original stage you chose.
After you copy an activity, if the activity uses a shared interview type or feedback form (more on those at What are ‘Shared’ Interviews, Application Forms, and Feedback Forms?), those are referenced in the copy. Any custom interview types or feedback forms are copied over and can be amended without impacting the original activity that was copied.