Search results for delete project

272 articles found

• 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

• 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

• Project Dashboard: Outreach

  Within the Projects Dashboard you can see an overview of your Candidate Outreach. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Outreach Section will be shown

• 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

• 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 Project Dashboard: Notes

  Project Notes can be viewed/edited/deleted by clicking on the “Notes” button at the top of the Dashboard. In the Add Note window, you can select a Note Template and Type. There is also the option to

• 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,

• Mobile Project Dashboard: Outreach

  The Outreach Section will be shown in your Dashboard and will show a numerical overview of notes with a type setting that is in the outreach category. You can filter to display Outreach notes made to

• Video: Project Visibility Defaults

  Related Articles Firm Settings: Project Visibility Defaults

• Mobile Project Dashboard: Headline

  This support article will detail each piece of the Project Dashboard and Admin Tab inside of your Projects. Users can view Project Dash in the Mobile App inside of the side Panel. Users can view and

• 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 Dashboard: Visibility Settings

  The Visibility Settings can be adjusted in your Project Dashboard to enhance yours and your Client's View. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. Click the

• 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.

• Project Dashboard: Color Category

  Within the Projects Dashboard you can see an overview of your Candidates sorted by the Color Category based off of the selected choices in Grid View. Click "Projects" in the main menu and then Click

• Project Dashboard: Research Criteria

  Within the Projects Dashboard you can see an overview of your Candidates sorted by the Color Category based off of the selected choices in Grid View. Click "Projects" in the main menu and then Click

• 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

• Mobile Project Dashboard: Candidates Added

  The Candidates Added section gives an overview of Active and Added candidates in a bar chart. You can filter to display active and added Candidates made by day, week or month.

• 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 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

• Project Dashboard: In and Out Charts

  Within the Projects Dashboard you can see an overview of your Candidates "In Process" and those that are "Out." Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The In

• 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

• Deals: Delete A Deal

  In order to delete a Deal, you must first remove all Notes and Deal Document(s) attached to that Deal. Navigate to the Deals page and click on the Name of the desired deal. Inside of the Deal Panel

• Mobile Project Dashboard: In and Out Process

  The In Process and Out Sections show a count and percentage of the total Candidates with In Statuses and Out Statuses respectively. Both Sections default to a list view and can display a bar chart

• 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

• Update and Delete a Profile

  Profile Update Profiles can be maintained by updating contact information (email address, phone number, etc.). This is easily managed within Clockwork using the Profile Deletion Tool: Click on the

• 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,

• 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

• Add & Remove Team Members From Projects

  In this article, we will go over how to add and remove team members from a project inside Clockwork. Add a Team Member Remove a Team Member Reorder Your Team Add a Team Member Once the candidates

• Configure: Overview

  This article will provide a general overview of the Configure view within your Firm settings. Note: The categories in each section are used to match your information in the application. The

• Person Panel: Notes & Email View

  The Person Panel: Notes and Email view provides the capability to send a Note and Email from one place. This article will detail all features including how to send, edit, and delete Notes/Emails

• Candidate Panel: Overview

  The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position,

• Person Panel: Overview

  Person Panel: Overview The Person Panel allows you to review all the details of a particular person and allows you to edit the data with ease. The Main Panel Area provides an overview of the

• 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

• New Projects View: Search Features

  You can filter through the Projects database to quickly locate what you need. Wildcard Fuzzy Searches Boolean When entering search terms into the Omnibox, press ‘tab’ or ‘enter/return’ to complete

• Firm Settings: Workflow

  In this Workflow support article, starting inside of the Firm Settings, we will walk you through creating your own system. The Workflow will allow Users to create automatic reminders to basic tasks

• 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

• Position View: Submit Interest Form

  The Project Job Post-Submit Interest Form is an Add On Service for Pro Tier Firms. The Job Post selections must be requested and turned on by the Firms’ Account Manager. In this support article we

• Distribution Table

  The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. Finance Permissions provide view, add, edit,