Search results for Long List Status Report

237 articles found

• Quick Search: People

  Quick Search is a very powerful, easy-to-access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find People.

• Mark a Project as Confidential

  Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all

• Search for Projects Using Criteria

  After reading this article, you will have a good understanding of all the different ways you can perform a full search for projects within Clockwork. Start by clicking on the Search option (located

• Profile: Assessments

  This article will guide you through the process of fulfilling a full Assessments process. Assessments are an Add-On Feature for Pro Tier Firms, that has to be turned on by contacting your Account

• Import Contacts via CSV

  In this article, you will learn how to import many People into your database with a CSV import. The process is simple in terms of interfacing with the Clockwork platform. However, if you have more

• Companies: Add/Export

  Below you will be guided through the necessary steps to Add and Export Companies. Add Companies Users can Add Companies from scratch. The only required fields are " Company Name" and "Preferred

• Start a New Project

  When creating a project, you are guided through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along with project location details.

• Fee Structure

  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. This support article will cover the Fee

• Pro Tips: Chrome Extension

  On 5 May 2026, Beth, DaMarr, and Jay joined “Pro Tips” to discuss and explore the new look for the Chrome Extension. The extension adopted a side panel architecture to improve interface stability and

• 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

• GDPR's Impact on the Executive Search Field

  First published on our Blog May 28, 2017 http://www.clockworkrecruiting.com/gdpr-will-impact-executive-search/ Nearly every industry on the planet has become more become more globally connected, and

• Mobile App: Person Quick Search

  Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find People. As

• How to Create API Keys

  Each firm has a Firm Service Key which is unique to the firm. Each user has a API Key and a Secret Key which is unique to each user of the firm. Instructions to create keys are below: Navigate to

• Quick Search: Deals

  If you have numerous Deals and you spend time searching through them trying to find the one Deal you need, use the convenient quick search bar that can be found on every page on Clockwork. Click on

• 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

• The Check In: Marketing and Business Development Using Clockwork

  If you weren't able to attend, Thaddeus Andres, Director of Marketing at Clockwork, joined Tatiana Grebennik from Clockwork’s Success Team on “The Check-In” (a monthly webinar for Clockwork users) to

• Quick Search: Company

  Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find Companies.

• Move Candidates Between Projects

  This article will detail how to move Candidates between Projects. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can also use the Quick

• GDPR/CCPA Privacy Policy

  Privacy Policy Implementation In this article, we will walk you through creating, managing, and maintaining your privacy policy compliance in Clockwork, and sending your Privacy Policy to people for

• Profile: Client Tab

  Profile - Clients Tab The Clients tab lets you view a list of all Clients that have been invited to a Project within your Firm. You can click on Show details / Hide details to expand or collapse

• Deals: Search & Filtering

  Users can filter through their deals to locate a Deal quickly. Deal Filter Options include: Leads, Users, Statuses, Stages, Start Date, & Close Date. Text Keyword Search The Deals Search omnibox

• Clockwork Chrome Extension Outline

  The Clockwork Chrome Extension is designed to streamline your sourcing and save you valuable time on every executive search project. Our enhanced Chrome extension seamlessly integrates with your

• 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

• Companies Panel Overview

  Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes ProfileKeywords Company

• Client Invite & Team Avatars

  In this article, we will show you how to Navigate through the entire process of inviting and removing clients from a Project. First, navigate to the project you would like to manage. Click on

• Add People

  In this video below we will cover how to: Add a new person into Clockwork. Export a list of people. Import people by vCard, .csv file and resume parsing.

• Azure Integration

  Azure Integration To enable the Azure Integration, SAML must be enabled for your Firm's environment, with a subscription to the integration. Please contact sales@clockworkrecruiting.com to have that

• Multi-Firm Users

  If you are a user of multiple firms you can quickly access your firms via your home page. 1. Log-into Clockwork.2. Click the firm toggle on the Clockwork logo drop down. A list of firms will be

• Project Dashboard: Notes

  Project Dashboard notes allow you to communicate with your Client and other Firm team members easily. What’s the status of the project? Any news from the week? Any important sentiment to communicate

• Project Dashboard

  In this video we will cover a high-level overview of using the Project Dashboard including: Talent Metrics: Seeing quantitative and qualitative candidate and talent metrics in pie, bar or list

• Profile: Delete Client

  This article will detail how to delete an outdated or duplicate Client. Navigate into your Profile and select the Clients tab. This lets you view a list of all Clients that have been invited to a

• 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

• Legacy ID: Replaced with Unique Universal Identifiers (UUID)

  We’re Improving the Security of our Database - Here’s What It Means For You. What is happening? Over the coming weeks you might notice a change in the URL bar of your browser when using Clockwork. In

• 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

• Quick Search: Schools

  If you have numerous Schools and you spend time searching through them trying to find the one School you need, use the convenient quick search bar that can be found on every page on Clockwork. Click

• Custom Fields: Deals

  This article will walk Users through creating the Deals Custom Field in the Firm Settings, and creating a Deal. By the end of this article Users will know how to apply the custom field to the Deal

• 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

• 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

• Companies: Merge/Unmerge

  In some instances, after importing candidates via parsed resumes or alternative resources, you may find the need to merge duplicate company records. Users can merge companies by first selecting at

• 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

• Firm Settings: Reactivate a User

  Your assigned role in Clockwork must either be 'Partner' or 'Admin' to reactivate users. 1. Click the Users tab for a line item list of all users within your Firm. 2. Click on the "All Active" drop

• 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: Team and Clients

  In the Project Dashboard, you have the ability to Invite Clients and Team members to a project, along with other capabilities that you see in the Desktop Version. Once the project dashboard page is

• Quickly Add Multiple Candidates to a Project

  The fastest way to add multiple candidates to a project is from your People tab. 1. Click "People" in the main menu. 2. You will be directed to the People page. You can enter search criteria to

• People: Bulk Edit

  People records can be edited in Bulk. This allows for quick and efficient editing of global values such as Region, Do Not Contact, and tags. You can also bulk edit Custom Fields if those fields are

• Search by Client Companies

  In this article, we will show you how easy it is to find a specific Project by using the Client Company as your search term. Head over to the search bar located at the top right of the screen. When

• 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

• 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

• Companies: Bulk Edit

  Company records can be edited in Bulk. This allows for quick and efficient editing of global values such as Industries, Investors, Regions and Tags. You can also bulk edit Custom Fields if those

• 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