What a project contains
Everything below is scoped to the project. It belongs to that role and doesn’t leak into others:Searches
Every search you run lives inside the active project, so your candidate pool stays
specific to that role.
Shortlist
Each project has its own shortlist of candidates you’re pursuing for that role.
Sequences
Outreach sequences run within the project, against that project’s candidates.
Because searches and shortlists belong to a project, switching the Current Project
changes which searches, shortlist, sequences, and conversations you see. Make sure
you’re in the right project before you start working.
Why projects matter
1
Keep roles separate
Run multiple roles at once without candidates, searches, or outreach getting mixed up.
2
Collaborate with the right people
Control who can see and work on each project with
visibility and access settings.
3
Track each role's status
Each project shows its status at a glance and moves through its lifecycle as the role
progresses. See Managing projects.
A typical project lifecycle
1
Create the project
Set it up for the role, choose who can see it, and assign collaborators.
See Creating projects.
3
Reach out
Launch sequences and manage replies in
Conversations.
4
Wrap up
Close the project once the role is filled.