Search results for Project Dashboard

248 articles found

  • Analytics: Note Object Report

    Please Note: This feature is available to our "Pro" tier level firms. If you are interested in upgrading to "Pro" please contact support! In this article, you will learn more about the Note Object

  • 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

  • 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

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • Candidate Panel: Header

    Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

  • Mobile App: People View

    The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

  • Candidate Portal: Removal Request

    In order to be in compliance, Firms will need to proceed with the Removal Request when they are emailed with a link to the firm users. Upon completion of the request, the candidate's record in the

  • Task: Panel

    Task Creation Users can now create and manage all Tasks within Clockwork from anywhere in the application. At the top right of your screen, you will notice "Tasks". Clicking this will open a side

  • Admin Training

    This training track is geared toward Admin user roles and covers administrative-type actions available within Clockwork. As an Admin within Clockwork, you'll have access to your Firm Settings where

  • Google Integration: Docket

    The Google Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Google Calendar. You can add, edit, decline, and

  • 365 Integration: Docket

    The 365 Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Outlook Calendar. You can add, edit, decline, and

  • Activating Your Account

    This article will show you how to activate your account with 4 easy steps. 1. Once you provide your firm details to your Account Manager, that person will process the documents to create your account

  • Custom Fields: Person

    The Person 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 and Filter Person Custom

  • Candidate Panel: Notes-Filtering

    You can filter Notes Tab a number of ways within the Candidate Panel. Users Note Types Specific Time Period All Contexts (Projects, Deals) Filter through UsersType or select the name you are looking

  • Person Panel: Interactions

    The Candidate Panel improved interactions will assist you to interact with your Person and Candidate data with ease. Users will be able to see data on a candidate while taking notes inside of panel.

  • Excel Tips & Tricks

    Name Header and Format The Name field is the only field that is required to process an import file into Clockwork. The First Name, Middle Name, Last Name fields are concatenated (condensed) together

  • Tags - Download Report

    1. Click the "tags" tab and click "download." A csv tags report will download automatically. 2. The csv tags report will include every tag along with the counts related to companies, people, deals

  • Analytics: Note Timeline Report

    In this article, you will learn more about the Note Timeline Report under the new feature " Analytics". Note Timeline Report: You can find the aggregated note activities across Objects created by

  • User Generated Reports: Tag List

    Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,

  • CSV IMPORT - SECTION 2 | DATA PREPARATION

    At the core of your search projects is your database: a place for you to store, update, and utilize to populate contacts into your search projects. Overview 1. Read our Best Practices. A database is

  • The Check In: Using Notes and Mentions For Collaborating

    This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including: Where you can mention users and clients and

  • 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

  • Deactivated User Data Retention

    You will never lose data as a result of deactivating a user. That user will remain a team member on any projects that they were on prior to being deactivated, and any notes they have made and/or

  • Person Panel: Header

    Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

  • People: Overwrite Position and Education

    This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,

  • The Check In: What Influences And Drives Product Updates In Clockwork?

    If you weren't able to attend, Jessica Burgos from Clockwork’s product team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus

  • Download a Contact Record

    Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

  • 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.

  • Upload a Logo for a Client's Company

    If you are ever stuck and wondering how to upload a Logo for a client's company, then keep on reading as we lay out the steps on how to do it. Pull up the company’s record by searching for the

  • Notification Center

    In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following

  • Mail Analytics

    In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be