How do I start a Project?

Projects are the home base for your candidate search. To start a project, you will add information describing the role you want to fill. This will help define and launch your candidate search and related outreach sequence.

How to start a new project

  1. Click on the project tab in the left-hand toolbar
  2. Click on ‘Add new Project’ from the top right corner.

  1. In the new window at the top, add a 'Project name'
  2. Below, please add the role title you are looking for from our preset options. You can add more than one to enhance the reach of your search.
    • Note: If you have an ATS connected to your account, an option to link the project to an ATS job will appear at the top of the window.

  1. From the new page, in the text box, add a job description or list of what you are looking for in a candidate. If available, we recommend simply adding the job description from a related job posting. This should contain all the information you need.
  2. When you are ready, press ‘Get Started’ at the bottom of the page.

  1. Our system will work to find your matches related to the kind of candidate you are looking for.

  1. Click ‘View Results’ to open your project to the ‘Search’ page and review candidates. Click here to find out more about adjusting your search.
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