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A project groups related jobs under one plan, such as a new office or a team build-out. It shows how many of its jobs are open and how many are filled. Projects sits in the Workspace group of the sidebar.

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Create a project

1

Open Projects

Click Projects in the sidebar, then New project.
2

Name it

Type a Name and, if you like, a Description.
3

Create it

Click Create project. The project opens on its Overview tab with the status Draft.
Creating a project doesn’t create jobs, contact anyone or use credits.

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The Overview tab

Click the project’s name to rename it. Details holds: Description below is free text for the plan’s scope and what success looks like. Lead and Members are informational only. They don’t grant or restrict access. Everyone in your workspace with the right role can see and work on every project.

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Add jobs to a project

On the Roles tab, click + (Add role):
  • Create new role opens Add a role. Type a Role title, choose whether it starts as Planned or Open, and click Add role. The new job opens on its Brief tab. See Job statuses.
  • Add existing role lets you search your workspace’s jobs and pick one.
You can also put a job in a project from the job itself: open its Brief tab and set Project in Details. A job belongs to one project at a time. Adding a job that’s already in another project moves it. The Roles tab lists the project’s jobs with their Function, Engagement, Location, Candidates and Status, and you can search and filter them by status. Each row’s … menu has Open role, Copy ID and Remove from project. Removing a job from a project only unlinks it. The job, its candidates and its listing stay as they are.

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Job statuses

Every job has a status, shown on the Roles page, in the job’s header and in Details on its Brief tab. Change it from Status in Details. Only Qualifying and Open jobs are live. A Draft or Planned job can’t take candidates, run a search or publish its listing. You can still write its brief and draft its listing. A job you start from the agent chat starts as Open. Picking Closed opens the Close position dialog. Moving a job out of Closed puts its listing back to an unpublished draft. Moving a job between the other statuses doesn’t touch its listing or its candidates.

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The Projects page

The Projects page lists every project in the workspace. Search with the search icon, filter by Status, Lead or Team, and use Display to sort and choose columns: Each row’s … menu has Open project, Copy ID and Delete project.

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Who can do what

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Common questions

No. Its jobs are only detached from it. They keep their candidates, listings and status.
No. The project’s status only changes when you change it. Job statuses and the project status are separate.
No. A job belongs to one project at a time. Adding it to another project moves it there.

Create a job

Start a job from a description, or add one by title.

Write the brief

Status, project, openings and every other detail on the brief.