Using Filters in the Teamable app
Filters are available on the Jobs tab, Candidates tab, Network tab, any individual Job page, and any individual Campaign page. They can help sort and find specific Jobs, campaigns or candidates that will meet the criteria you set.
By default, your Jobs and Campaigns will be filtered by your own Jobs/Campaigns "Mine only" and "Jobs/Campaign Status: Open". If you want to view your teammate's Jobs/Campaigns OR view Closed Jobs/Campaigns, select the X to remove the filter. For more information on "Mine only" and "Status: Open" check out Viewing Teammates' Jobs/Campaigns.
Job Tab Filters Options
Job Filters include the following options:
- Has the text - Filter and show any candidate's name or profile information with the text provided
- Campaign - Filter and show a Campaign by name
- Tag - Filter and show Campaigns by specific tags
Selecting "All Filters" will trigger a slide-out with additional options, including:
- Creator - Filter and show Campaigns by the Campaign Creator
- Sourcer - Filter and show Campaigns by Sourcer
- Reviewer - Filter and show Campaigns by Reviewer
- Sender - Filter and show Campaigns by Sender
"Clear all" will clear all filters, including "Mine only" and "Jobs/Campaign Status: Open"
Candidates Tab Filter Options
Candidates tab filters include the following options:
- Has the text - Filter and show any Candidate's name or profile information with the text provided
- Job - Filter and show Candidates by the Job
- Candidate status - Filter and show Candidates with specific statuses. Refer to this article on Candidate Statuses for information on each status.
- Campaign - Filter and show Candidates by a Campaign name
- Sourcer - Filter and show Candidates sourced by a Sourcer
- Date sourced - Filter and show Candidates sourced in a date range
Selecting "All Filters" will trigger a slide-out with additional options, including:
- Origin - Show and filter Candidates by the original source utilized to save the candidate into Teamable (Extension, Stream, CSV, Greenhouse/Lever)
- Tags - Filter and show Candidates sourced in a date range
- Reminder Scheduled - Filter and show Candidates that have reminders scheduled
- Approved - Filter and show Candidates that were reviewed and previously approved by a Reviewer
- Sourcer - Filter and show Candidates by the Sourcer
- Dated Sourced/Reached/Responded/Last activity - Filter and show Candidates that were either sourced, the First Message sent out, responded to an outreach or some activity within a specified date range
- Reviewer - Filter and show Candidates by the Reviewer
- Sender - Filter and show Candidates by the Sender
"Clear all" will remove all filters
