Shortlist

Overview

The Shortlist feature provides a visual Kanban board for managing your candidate pipeline. Create shortlists for different positions, organize candidates through custom stages, and track progress from first contact to hire.

Key features include:

• Drag-and-drop Kanban boards for intuitive pipeline management
• Customizable pipeline stages to match your hiring workflow
• Quick actions for common operations (email, schedule, reject)
• Filtering and sorting options to focus on priority candidates
• Team collaboration with comments and mentions

Creating Shortlists

Create a shortlist for each open position or hiring initiative:

1. Navigate to Shortlist in the sidebar
2. Click New Shortlist
3. Enter a name (e.g., "Senior Frontend Developer - Q1 2024")
4. Optionally add a description with job details
5. Choose a pipeline template or create custom stages
6. Click Create

Pipeline Stages

Each shortlist has customizable pipeline stages. Default stages include:

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Customize stages to match your workflow:

1. Open a shortlist
2. Click Settings (gear icon)
3. Add, rename, reorder, or remove stages
4. Set stage colors for visual distinction
5. Configure automation triggers (optional)

Adding Candidates

Add candidates to a shortlist from multiple places:

• From Search Results - Click "Add to Shortlist" on any candidate card in search results.
• From Contact Profile - Open a contact and click "Add to Shortlist" in the actions menu.
• Bulk Add - Select multiple contacts and add them to a shortlist in one action.
• Within Shortlist - Click "Add Candidate" in the board view and search for existing contacts.

Managing the Pipeline

The Kanban board provides several ways to manage candidates:

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Team Collaboration

Work together with your team on candidate evaluation:

• Comments - Leave comments on candidate cards. Use @mentions to notify specific team members.
• Ownership - Assign candidates to team members. The owner is responsible for moving the candidate through the pipeline.
• Activity Feed - See all recent activity across the shortlist, including stage changes, comments, and notes.
• Notifications - Get notified when you're mentioned or when candidates in your ownership change status.

Archiving & Cleanup

Keep your shortlists organized by archiving completed ones:

• Archive Shortlist - Archive a shortlist when the position is filled. Archived shortlists can still be viewed but don't appear in the main list.
• Remove Candidates - Remove candidates from a shortlist without deleting them from your contacts. They remain in your database for future opportunities.
• Bulk Actions - Move or remove multiple candidates at once to quickly clean up your pipeline.