Project Management

ProjectsClosed Object. Its records store details about a Job position to be filled can contain multiple saved searches and multiple saved results. Click the Projects button below the top bar to view the main Projects screen where you can take multiple project-specific actions. Projects are displayed in a list with the title of each project in the header above the results and searches items for that project. Users can switch between My projects and Shared projects.

Here is a list of project actions:

  • Sort Projects: By default, projects are sorted by Recent first. Click the drop-down in the upper right corner of the projects screen to choose another sort option.
  • View Saved Search: To launch a saved search, click the name of the desired search in the Searches list under the corresponding project.
  • View Saved Result: To view the list of saved results for a given project, click the Results selection link under the project header.
  • Add a New Project: Click the New project button to add a new project.
  • Delete a Project: Click the Trash Can icon on the right side of the project header to delete an entire project. To delete individual searches from a project, choose the trash can icon next to the search link instead.
  • Rename a Project: Click the Edit icon in the project header to enter a new project name. To save the entry, press Return.
  • Share a Project: Click the Share icon to share a project. The user will need to select a user or roleClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. to share with, then press Save. Users can view their shared projects using the Shared projects tab in the main projects window.