Search results for Project Dashboard

284 articles found

  • Clients: Invitation Not Received

    If you have invited your client to a project and they say they did not receive the email, there are a few steps to take: Check to make sure that you invited them using the correct email address. You

  • Locate Your Project ID

    Knowing your Project ID helps you identify which project data should be placed into when dealing with external integrations. This is unique to one project and is also useful when preparing a CSV

  • Project View: Candidate Search

    The Candidate Search is an improved search function that will bring consistency to your search options in multiple views inside of your Project. In Status Report, Long List, and Grid View there will

  • Daily Workflows: Daily Project Pulse

    Prompt: Daily Project Pulse Description: A 24-hour change report across your active retained searches, surfacing pipeline movement, stage changes, stalls, and items needing attention. Frequency:

  • Candidate Related Dates Within Project

    There are 3 Candidate related dates within a Project. 1. The date the Candidate was added to the Project. 2. The date the Candidate was presented to a client. 3. The date that any information within

  • Add Object

    The Add Object feature covered in this support article will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. The Add Object is defaulted to “Add

  • Change a Project's Status

    To change the status of a project to either Pitch, Active, on Hold, or Closed, do the following. Navigate to the Projects page and click on the title of the project you wish to modify: Under the

  • Deals: Create A Project From A Deal

    Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel. Once within your Deal Panel hover over then click on the "Profile" card. Upon changing the

  • Custom Fields: Project

    Users can Search Project Custom fields in Project view. Creating the custom field, users will have to go into the Firm Settings and click on the “Custom Fields” tab and you will find the “Add Custom

  • Pipeline & Project Health: Diversity Slate Audit

    Prompt: Diversity Slate Audit Description: Snapshot of pipeline diversity across active searches to ensure slates meet firm and client commitments. Frequency: Weekly Connectors: Clockwork Recruiting

  • Team Operations: Project Efficiency Report

    Prompt: Project Efficiency Report Description: Comprehensive review of a project that measures how efficiently the team ran it and to surface where time, effort, and sourcing capacity were won or

  • Turn the Home Dashboard On and Off

    You can toggle the Home option On or Off by following the instructions below. 1. Within Clockwork, access your Firm Settings by clicking on the Clockwork logo. 2. You will then select the Settings

  • Pipeline & Project Health: Stalled Candidacy Recovery

    Prompt: Stalled Candidacy Recovery Description: Identifies candidates stuck in the same stage too long and proposes specific next actions. Frequency: Weekly Connectors: Clockwork Recruiting Prompt:

  • Pipeline & Project Health: Project Candidate Completeness Audit

    Prompt: Project Candidate Completeness Audit Description: For a single project, audits every in-consideration candidate against a data-completeness checklist so the team knows which records need work

  • Team Operations: Partner Performance Scorecard by Project Outcome

    Prompt: Partner Performance Scorecard by Project Outcome Description: Compares team members on the health and outcomes of the projects they own, using project status and candidacy progression as

  • Client & Candidate Communication: Project Status Report: Template Builder

    Prompt: Project Status Report — Template Builder (run once per report format) Description: Analyzes an existing status report document to extract its structure and create a reusable template

  • Client & Candidate Communication: Weekly Project Status Report: Generator & Distributor

    Prompt: Weekly Project Status Report — Generator & Distributor (uses template from previous prompt) Description: Pulls live Clockwork data for each active retained search, populates the saved

  • Tasks: Dashboard Card

    The Tasks Dashboard Card allows you to view all of your Upcoming and Overdue Tasks. The card will show the following: Type: email, call, follow up, meeting, etc. Due Date: 1 day, 6 days, 2 weeks,

  • Dashboard

    In this article we will cover the Dashboard. The Dashboard communicates at a high level the status of the project, the work being accomplished, and the progress being made. The drop down option under

  • Project Internal View

    The Internal view is for the internal team and provides an overview of the project activity broken down by user, time frame and actions taken. This is also an area where you can attach internal

  • Delete a Project

    By the end of this article, you will know how to successfully delete any project in your Firm. In order to delete a project, the first thing that needs to be done is delete all of the notes attached

  • Internal Project Notes

    You can add Internal Project Notes to any project through the steps we show here. First, navigate to the Projects page, find the Project you want to add notes to, and then click on the title: Then

  • New Project View: Add/Export Project

    Below is an overview of how to add a new project and Export them in the New Project View. Add Project This will navigate you to a page to enter all the necessary details for your new project. Export

  • User Generated Reports: Project Details

    <ProjectTitle> Details (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Project Overview (Dashboard) Project Notes Position Details Current

  • Change Project Title

    If you are needing to change your Project title for whatever reason (such as rebranding, or correcting a mistake), you can easily do it by following the steps below. Simply head over to your Project

  • Cai: Project Creation

    Creating New Projects with AI This video and article will guided you through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along

  • Deleting A Project

    How to delete a project In this video we will cover how to delete a project from Clockwork.

  • Mobile App: Project View

    In this article, you will be shown the features that help you understand what is inside all of your projects. In project view you will be able to see the: Project Status, Start Date, Project Type,

  • Profile: Default Project View

    This Support article will guide you to change your Default Project View. This feature will change your landing page when viewing a project. Navigate to your Profile, side of the "Your Profile" tab.

  • New Project View: Filters

    This article will detail a general overview of the filters in Project View. Filters The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User, the

  • Update a Closed Project

    Once a Project has been closed, it can still be reopened and updated at any time. You will need to access the Project Admin area to update the Project Status and Project Settings. Project Status

  • Project Candidates View Overview

    In this article, we will give you an overview of how the Project Candidates view is used and what it is capable of. 1. To access the Candidates view, click on the Projects menu item, find the project

  • Mobile App: Project Quick Search

    If you have numerous Projects and you spend time searching through them trying to find the one project you need, use the convenient Quick Search bar. In the Quick Search area, make sure to choose

  • Projects Table View: Project Details

    In this article, you will be shown the features that help you understand what is inside all of your projects from the Table View. Show Columns Switch Table View Bulk Edit Find People Clone Project

  • Projects Section View: Project Details

    In this article, you will be shown the features that help you understand what is inside all of your projects from the Section View. Show Columns Switch Table View Bulk Edit Find People Clone Project

  • Fast Project Creation with A.I.

    Watch this short video to learn how A.I. streamlines project creation to accelerate your initial search kick-off.

  • User Generated Reports: Project Status Report

    <ProjectName> Status Report (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Current Candidates (Table): Rank, Picture, Name, Position, Status

  • Project Clients - Viewing as Client

    An important part of Clockwork Recruiting software is sharing just the right information with your clients. In this article, we will show you how to temporarily assume the role of a client within

  • View and Export Aggregated Project Activity

    In this article, we are going to show you how you can view and export aggregated activity on each project per person. It is fairly easy and can be done in a few simple steps. 1.In the menu on the

  • Filter Notes by Project or Note Type

    In this article, you will learn how to see all notes from one Person and filter them by Project or Note type. First, navigate to the People page and click on the name of the Person whose notes you

  • Pipeline & Project Health: Weekly Pipeline Health Report

    Prompt: Weekly Pipeline Health Report Description: Roll-up of every active retained search showing pipeline depth, stage distribution, movement, and at-risk searches. Frequency: Weekly (Monday

  • Gong Report, Email and Default Project View Settings

    In this video we will focus on setting the below three user settings within your user profile. These changes are only applicable to you as a user within Clockwork. Turning on or off Gong Reports -

  • User Generated Reports: Project Status Report with all Candidates

    <ProjectTitle> Status Report w/ Candidates (pdf/docx) Attributes: Project Details (Cover Page): Project Title, Creation Date, Hyperlink to Login Current Candidates (Table): Rank, Picture, Name,

  • My Projects

    Accounts Dashboard Once logged into your account can click on the the Clockwork dropdown and select Accounts Dashboard. From here, you can see which other projects they have been invited to. Easily

  • Add a Person to a Project Directly from their Person Panel

    This article will detail how to add a Person to a Project from inside their person panel. Click the expand arrows next to the candidate's name to open the panel. Click on the "+Add to Project" inside

  • Projects Tab

    Organizing and filtering for projects In this video below we will cover filtering, creating and organizing your projects within projects view including: Clone Projects: Clone an existing project and

  • Firm Settings: Feature Settings

    Application Features Dashboard The Dashboard feature enables your firm users to access the Dashboard in the Clockwork Application. Project Related Settings Gong Report Gong Reports are summary

  • Quick Search: Projects

    If you have numerous Projects and you spend time rummaging through them trying to find the one project you need, use the convenient quick search bar that can be found on every page on Clockwork. Head

  • Account Profile Setup

    After reading this article, you will know the details of your Clockwork Account Profile Settings: In the Your Profile tab you will have 4 settings that will be covered in this article. 1.Task

  • Profile

    In your Profile tab you will have multiple settings that will be covered in this article. Contact Information In order to change your contact information, click “Edit” and you will be able to change