Using Filters

Filters are available on the Projects tab, Candidates tab, Network tab, any individual Project page, and any individual Campaign page. They can help sort and find specific projects, campaigns or candidates that will meet the criteria you set.

By default, your Projects and Campaigns will be filtered by your own Projects/Campaigns "Mine only" and  "Projects/Campaign Status: Open". If you want to view your teammate's Projects/Campaigns OR view Closed Projects/Campaigns, select the X to remove the filter. For more information on "Mine only" and "Status: Open" check out Viewing Teammates' Projects/Campaigns.

Project Tab Filters Options

Project 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 show additional options:
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

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
Project - Filter and show Candidates by the Campaign Creator
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 show additional options:
Origin - Show and filter Candidates by the original source utilized to save the candidate into Teamable (Extension, Stream, CSV, Greenhouse/Lever)
Greenhouse/Lever Stage - Filter and show Candidates in a specific stage in your ATS
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" to remove all filters

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