How to use Projects

Article author
Nick Doumlele
  • Updated

A Project is a workspace within SeekOut where you can save candidates for a specific job, collaborate with your team, or share candidates with your hiring manager.

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Watch the video below to see an overview of working with projects in SeekOut, or keep scrolling to read more information.

Create a New Project

Create a project for each role you're sourcing for. You can create one by navigating to the Projects section and clicking the Create New button at the top right. Give your project a descriptive name and click Create.

Add Candidates to a Project

As you run searches, you can save specific candidates to a new or existing project. You can do this individually by clicking Add to Project in the candidate profile. Select Create New + to make a new project and automatically add the candidate to it or pick an existing project from the list.

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Add multiple candidates at a time by checking the box next to each candidate then clicking Add X to Project from the ribbon at the bottom of the page.

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Add an entire search page to a project by clicking Add Page to Project at the top of the candidate list.

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Candidates are displayed in a project in the order you added them, with newly added candidates listed first.

Remove Candidates from a Project

Go to the Projects section, then click on a project to open it and view the candidates inside. Find the candidate you want to remove, click More, and select Remove from Project.

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Sharing Projects

See the support article Sharing Projects with Teammates and Hiring Managers.

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