Search results for Notifications
32 articles found
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Video: Profile: Notification Preferences
Your Notification Preferences will send you an Email, In App, or Web Push notification when an action is accomplished by yourself or a project that you have created or have been invited to.
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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
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Tasks: Notifications
When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. To ensure you have this option turned
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Note Email Notifications and Responses
When you are inside a Project and you view a Candidate's details, there is a note feature which we will discuss in this article. Notifications on Note Creation Responding to Notes Notifications on
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Profile: Notification Preferences
This support article will detail the Notification Preferences for the Notification Center and Task Reminders. Inside of your Profile, you will be able to manage your Notification settings by
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Position View: Cai (Clockwork AI)
We are excited to release a new suite of generative A.I. features in Clockwork. Using your past work and project data, Cai is now available in Positions View for projects with Retained and
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Mobile: User Profile
In order to update your profile from the mobile app. You click on the Avatar in the upper-right corner and land on the User Profile page. This article will detail how to edit each section, if
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Email Integration Setup
Email Integration is a Pro feature that can be turned on in your Firm Settings. Once on, individual User accounts can be setup as follows. Firm Configuration: 1. Go to Firm Settings 2. Select the
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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
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Client 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
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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
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Note Mentions
The Mentions feature enables firms to mention “@” other firm users and clients within the notes editor to draw focus and attention to a particular note or next steps. Mentions also enables firm users
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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
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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
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CSV IMPORT - SECTION 4 | CONFIRM IMPORT
As soon as your import is done, you will want to confirm that your data has populated in Clockwork. There are several ways to confirm an import. Each of them will include a link to the contacts that
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Grid View: Grid View Sorting
Grid View will let you quickly analyze a large number of Candidates in many different ways. In this article, we will show you how to add and remove columns and how to sort based on the data in those
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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
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Clockwork's GDPR Compliance
Our Commitment to You and the Protection of Your Data We are committed to partnering with Clockwork customers and users to help them understand the General Data Protection Regulation (GDPR). The GDPR
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Candidate Panel: Notes-Add/Edit/Reply
Users have the ability to Add, Edit & Reply to Notes within the Candidate Panel in Grid View. Add A Note Edit A Note Reply To A Note Note Mentions [Expand window to work on notes and see card] Add A
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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
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Position View: Self ID
The Project Submit Interest - Self Identification Form is an Add On Service for Pro Tier Firms. The Self ID selections must be requested and turned on by the Firms’ Account Manager. In this support
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CSV IMPORT - SECTION 3 | TEST AND IMPORT
You’re in the home stretch. Nice work! It is assumed that most people are using Excel (or a similar spreadsheet application) to create or prepare the import file. To convert an excel file (extension
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Video: Profile: Task & Task Reminders
When a User has a Task or Tasks assigned to them, the User can receive an email, in app message, or push notification reporting on the Tasks that are Upcoming. Users can create and manage all Tasks
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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
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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
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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
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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
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Clockwork Subprocessors
Clockwork ESE, LLC, (“Clockwork”) uses certain sub-processors and subcontractors to assist it in providing the Clockwork services as described in the Clockwork Recruiting Services Agreement. This
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Create Target Company Lists
The Strategy tab in a project offers you a way to build a list of Target Companies that your team and clients can collaborate on to define your search parameters. Here, we will show you how to create
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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
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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
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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.