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Other 3rd-Party Task System

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Greenhouse Onboarding can connect with most 3rd-part task systems so long as they meet the following conditions:

  1. Available email address for board, project, etc...
  2. Email address configured to receive emails from systems like Greenhouse Onboarding

Navigate to Greenhouse Onboarding once you have retrieved your 3rd-party task system's email address and click Settings on the navigation bar.

Select 3rd-Party Task Systems from the left-hand panel.

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From the 3rd-Party Task Systems page, click Add New.

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Give the 3rd-party task system a name and select Other from the System dropdown menu.

Input the System Name and the email Greenhouse Onboarding will use to send tasks to the 3rd-party system

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Since Greenhouse Onboarding allows tokens to be inserted into tasks (which can reveal personally identifiable information), you need to explicitly configure which fields the 3rd-party system can view.

Use the Viewable Fields dropdown menu to select which fields the 3rd-party system can view. If a task with a non-viewable token is assigned to the 3rd-party system, Greenhouse Onboarding will block the 3rd-party system from viewing the information.  

When finished, click Save and Close.

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The 3rd-party task system will be added in Greenhouse Onboarding. Repeat the above steps for any additional 3rd-party task system accounts that you need connected to Greenhouse Onboarding.

This 3rd-party task system account (and any additional boards added to 3rd-Party Task Systems) can now be assigned tasks. To learn more, click here.