Creating a Project

Step 1. Select the Projects tab.
Step 2. On the Projects page, select "New Project" on the top-right corner of the page.


Step 3. Give your project a name, description, and add tags to keep track of candidates.


Step 4. Click to toggle on and enable a variety of Project Settings.

  • Add a candidate reviewer - Add teammate(s) to review your candidates.
  • Link to a job - Link your project to an ATS job.
  • All teammates can access this project - Choose who can access and view your project.
  • Track all candidate employment changes - Receive email updates when candidates update their LinkedIn profile.
  • Create a default campaign - Automatically create a default outbound campaign for easy setup.

Step 5. Check out the article Creating a Campaign to get started with your campaign template.

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