Search results for Project Dashboard

248 articles found

  • Mark a Project as Internal

    Marking projects as Internal designates that the search is only for the firm’s internal use - not for client presentation purposes. Common uses of Internal projects include business development,

  • Customize Project Industry Options

    For whatever reason, you may need to edit or adjust your Project Industry. This is initially selected during the Project creation process, but you can still be able to change it even when the Project

  • 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

  • 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

  • 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,

  • Video: Add Objects (All Areas)

    The Add Object feature covered in this support video will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. Related Article Add Object

  • 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

  • Custom Fields: Project

    The Project Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Users can Search Project Custom fields in

  • 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

  • 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

  • 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

  • Video: Profile: Settings

    Gong Report: A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. Email Client: Webmail -

  • 2. Project Basics

    This training instructs on the various project tabs and the purpose of their respective sub-sections. This is where you'll spend most of your time. To go through this training, simply: 1. Click the

  • 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

  • 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

  • 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

  • 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

  • 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

  • 3. Project Administration

    This training track includes general training for project features. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2. After reading

  • 4. Project Candidates

    This training track includes an overview of the Candidate Tab. To go through this training, simply: 1. Click the links below to be taken to the respective training articles 2. After reading through

  • 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

  • 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,

  • Video: Project Visibility Defaults

    Related Articles Firm Settings: Project Visibility Defaults

  • 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

  • Video: Project: Position View

    The Position tab inside a project is where your team should enter the following: Job Description, Job Requirements, Research Criteria, Compensation, Company location, Visibility Related Support

  • Video: Project: Strategy View

    The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

  • 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

  • Video: Project: Grid View (In-Depth)

    This video will take an in-depth look into Grid View and all of the features available. Related Support Articles Grid View: Move Candidates in BulkGrid View: Group ActionsGrid View: Columns &

  • Video: Create a New Project

    Related Article New Project View: Add/Export Project

  • 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

  • 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

  • Video: Project: Long List & Status Report

    Long List: Early in your search, there are generally a larger number of candidates on the project. Rather than thumb through many pages of candidates, going deep into their details, you can quickly

  • 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

  • Video: Project: How To Add Candidates in Grid View

    Related Support Articles Grid View: Add Candidates

  • 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

  • Video: Firm Settings: Toggle ON New Statuses for Project Types

    New candidate statuses require being Toggled ON in Project Types so they can appear in projects created before the new status. Related Articles Configure: Project Types

  • 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

  • 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

  • 5. Projects and Clients

    This training track includes instruction for preparing your project to be viewed by Clients and inviting them to Clockwork. To go through this training, simply: 1. Click the links below to be taken

  • 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