<aside> đź’ˇ This guide covers how to setup and use a project to track talent you're not actively interviewing
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Section overview:
Projects help you keep track of talent that you're not actively considering for any particular role you currently have open. Navigate to Sourcing→Projects to get started.
To set up a project, head to Sourcing, then *Projects.*
From there, click the + New button. From there, you’ll be able to title your project and add in a description for users to reference when adding candidates.
If you have any project custom fields set up, you’ll also be asked to fill out those fields if required.
Once you have setup a project, you can add candidates to that project from the Chrome Extension. Click the + icon in the Projects section of the Chrome extension, then select the project from the list. The candidate will then be added to the selected project.
You can also add a candidate to a project from their candidate profile via the More tab and the Add to Project option.
Adding candidates to a project in bulk
You can also add candidates to a project in bulk on the Candidate Search page. You can read more about filtering candidates at Candidate Search.
Find candidates that meet your criteria by setting up filters as needed, then check the checkboxes next to the candidates you’d like to add to your project.
Click Add to Project and select the project in question. Click Start to kick off the process of adding candidates to your project.
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Adding a candidate to a project via their candidate profile.
You have options to complete individual and bulk actions for candidates in projects including emailing, enrolling in sequences, and adding them to job considerations. Either check the checkbox next to each candidate or use the Select All option to select all candidates in the project, then use the buttons to take action.
Consider for Job: Consider all selected candidates in the project for a role.
Add to Another Project: Add all selected candidates to another project you’ve configured.
Remove from Project: Remove all of the selected candidates from the project.
Archive: Archive selected candidates from a job consideration
Set Tags: Add tags to selected candidates.
Email: Send an email to all selected candidates in the project.