Search results for Project Dashboard

284 articles found

  • Long List: Feedback and Comments

    This article will dive into the Feedback and Comments columns in Long List. Users and Clients can now easily leave their reactions and comment on each candidate which are viewable at a glance without

  • 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 run down the

  • Status Reports: Settings

    The Status Report is where you conduct your Status Calls with your clients. Prior to the call, you are able to not only change the visibility of the Candidate data displayed in each Status Section,

  • Grid View: How to add candidates

    In this video below we will cover using Grid View within a project and adding candidates.

  • A.I. Ratings and Assessments

    Watch this short video to learn how to leverage Clockwork's A.I. (CAI) Ratings and Assessments for Candidates on a project.

  • Generating with Cai

    Use A.I. to generate position details and benchmark criteria based upon project, company and industry metadata: Job Descriptions Research Criteria Job Requirements

  • Fee Structure

    This support article will cover the Fee Structure card inside of the Project - Contract Tab. This card is available so Firms do not have to store commissions outside of Clockwork when it comes to

  • Getting Started: LLM Prompt Playbook

    Clockwork Recruiting - LLM Prompt Playbook Below is a working library and examples of LLM prompts that executive recruiters and their teams can use with Clockwork Recruiting. Each prompt is designed

  • Team Operations: Team Capacity & Workload Comparison

    Prompt: Team Capacity & Workload Comparison Description: Shows how project and candidacy load is distributed across the team over a window, highlighting who is overloaded, who has headroom, and how

  • CSV IMPORT - SECTION 5 | TIPS

    While the general import guide steps you through most scenarios, there are some outlier details that are of some use. The following articles are supplied to fill in any of those gaps. Excel Tips &

  • Getting Started: How to Use This Prompt Playbook

    How To Use This Prompt Playbook Treat each prompt as a starting point. The “Adapt It” note for each prompt lists additional ways or suggestions to further refine and retarget the prompt. The more

  • Status Report: Download Reports

    Download a PDF of your Project Status Report The report will download to your desktop as a PDF. Below is an example of a report. Export Report Choose what type of report you want to be generated from

  • Download a Profile

    There are times you'd like to download a profile report for a Person, aside from their association with a Project. This can be done by selecting the Print icon under the person's contact record. A

  • Data Enrichment

    In this video we will cover on-demand person enrichment to automatically update people records with LinkedIn profile information using the data providers and enrichment tool including: Purchasing

  • People View: Search and Filters

    People search and boolean filters In the videos below we cover an overview of using people filters and boolean search criteria for searching including: People Filter Panel: Where to find more filters

  • 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

  • Deals

    Deals and business development In this video we cover Deals View within Clockwork for business development including: Deal Creation: Adding and creating a deal to track and organize business

  • Long List: Candidate Panel For Clients

    Based on visibility settings at project level Notes Candidate Panel For Clients Clients now have the ability to view the Candidate Panel. You can simulate the Client view by following the steps

  • Module 6: People

    Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

  • Module 10: Client Collaboration Portal

    Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

  • Finance: Team Report

    In this article we will detail the functions inside of the Team Report. Firm Users will be added to the Finance Team Report with data that is retrieved from the Fee Structure Card. If a user is found

  • Position View

    In the below videos we will cover the positions view within a project. Edit your search strategy here including: Job Description: Edit, save and share your candidate brief and position profile here

  • Analytics: Note Object Report

    In this article, you will learn more about the Note Object Report under the new feature Analytics. You can find the Note Activity across Objects here. This includes Candidates, Deals, People, and

  • User Generated Reports: Deal Excel Report

    Deal Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • Mobile App: People Search and Filters

    This support article will highlight the Search and Filters features inside of the Mobile App. Search Inside of the mobile People View, users can search by clicking on the Search button at the bottom

  • 365 Integration: Document Card

    The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

  • The Check In: Strategy View & Target Company Lists

    On 29 February 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Strategy View. Within a project we looked at how to build, track and

  • 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

  • Grid View: Bulk Email

    You can now send out an email to multiple Candidates at one time within Grid View. Send Bulk Email Select the Project and enter Grid View. Select the Candidates that you would like to send mail to.

  • Profile: Assessments

    1. Navigate to your Profile. Once you have your Assessments turned on then the tab will appear, then click “Add Assessments”. 2. Then, you can create the name of the Assessment Template, along with

  • Documents Section: Add, Remove, Preview

    Add documents pertinent to the Project/Person Record. Add New Document To Add a document, simply click "+ Add Document". Drag and drop your file into the populated window or you can click the window

  • CSV Report Exports

    Please remember that if you are a user requesting more than 1,000 records at one time, the exported output of the CSV file will populate with only limited fields and none of the additional selected

  • User Generated Reports: People Excel Report

    People Export Report (xlsx) Attributes: Recommended Name Current Position Preferred Email Preferred Phone Address LinkedIn URL Do Not Contact Optional Fields to export All Positions All Education All

  • Getting Started: What Is an MCP Server? Why Does It Matter for Your Executive Search Firm and CRM?

    What Is an MCP Server? Why Does It Matter for Your Executive Search Firm and CRM? MCP stands for Model Context Protocol. Think of it as a standard, secure connector that lets an A.I. assistant, like

  • 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

  • Candidate Panel: Notes-Pin Notes

    Pinning a Note allows you to pin an important note to the top position of all of your listed notes. Pinning a note from the candidate panel will only display the pinned note for the user who selected

  • Data-Import URL

    Clockwork has an updated way to access import URL’s which should assist with stability and ease of use with the application. The URL is unique to each firm and project. To find your Data-Import URL

  • Third Party Landing Page

    In this Support article, we will guide you through the changes that you will see when importing candidates into Clockwork with a Third Party Extension Landing Page is now People View with the Person

  • Mobile App: Person Panel

    The Person Panel in the Mobile App 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 candidate's

  • 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

  • How to Select Your Document Folder with Google or 365

    Note: This article applies only to existing Clockwork firms that already have Google Drive or OneDrive document storage configured. This document storage setup is no longer available for new firms.

  • The Check-In: Person Panel Webinar

    Clockwork's Person Panel brings the latest in UI/UX design to the world of Executive Search. Through extensive research and testing with our users, Clockwork has developed an innovative

  • Research Criteria: Rate Candidates

    Candidate Rating in Grid View: When Research Criteria questions are present on a project, an additional “Rating” column is available in Grid View. In this version, Ratings are only available in Grid

  • Report Not Received

    There are 2 possible reasons why you did not receive your export report: Your report did not successfully export from Clockwork. Your report successfully exported but did not successfully make it to

  • Position View: Job Post

    In this support article we will walk you through setting up the Job Post feature in order to share new projects with your top candidates directly, with ease. Inside of the Project, users can click on

  • Google Integration: Document Card

    Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

  • Getting Started: Clockwork MCP Tool Reference Guide

    Clockwork MCP Tool Reference Guide Everything the Clockwork connector exposes, grouped by what it touches. Each tool also accepts response_format='json' for machine-readable output and most list

  • Team Operations: Monthly Clockwork Activity Report by User

    Prompt: Monthly Clockwork Activity Report by User Description: Per-user activity rollup showing how each team member uses Clockwork over the month — notes logged, candidacies touched, projects

  • Email Integration: What is it?

    The Clockwork Email Integration tool targets the communication of users and prospects alike, and transforming your recruiting process through a clear, easy-to-use communication medium: emails. Users

  • 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.