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Pipeline Management
Visualize and manage candidates across hiring stages with the Kanban board.
1
Using the Kanban View
- 1.Go to Pipeline to see candidates organized by stage in a drag-and-drop board.
- 2.Each column represents a pipeline stage (New, Screening, Interview, Offer, etc.).
- 3.Candidate cards show key info: name, job, days in stage, and priority.
2
Moving Candidates Between Stages
- 1.Drag a candidate card from one column to another to advance or revert them.
- 2.Stage changes are logged in the candidate activity timeline.
- 3.Certain stage transitions trigger automations (e.g., moving to "Interview" sends a scheduling link).
3
Pipeline Filters
- 1.Filter the pipeline by job, company, or recruiter to focus your view.
- 2.Use the search bar to find a specific candidate on the board.
- 3.Toggle between Kanban and list views depending on your preference.