🗂 How to Create Custom Views to Manage Candidates in your Pipeline

Custom views in your candidate dashboard let you save filtered pipelines as tabs—making it easy to toggle between specific groups like Uploaded Candidates, Interviewing Soon, or Top Matches.

For a step-by-step tutorial follow this guide, here. 

✨ What You Can Customize in a View

• Filters: Application status, source, profile type, tags, etc.

• Columns: Show or hide data like match score, last activity, recruiter, etc.

• Sorting: Sort by score, date added, name, etc.

• Pinning: Pin key views for quick access.

• Sharing: Copy a direct link to share with your team.

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📌 Default Views (Removable)

Your pipeline comes preloaded with a few helpful default views—these are just pre-filtered tabs and can be removed or customized like any other saved view.

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🧭 Steps to Create a Custom View

1. Go to a Job’s Pipeline

Navigate to the Job Dashboard and select the job you're working on. You'll land on the Pipeline view.

2. Apply Your Filters

You can filter candidates using two options:

• Quick Filters Bar at the top of the view (e.g., Application Status, Profile Type, Match Score)

• Advanced Filters Drawer by clicking the Advanced Filters button
  → This opens a side panel with more granular options like tags, activity dates, source types, skills, and more. 

3. Customize Your Columns (Optional)

1. Click the “Columns” button.

2. Select or deselect which data fields you want to display.

3. Reorder columns by dragging the field headers in the table or directly from the drop down.

Click the columns icon (🗂️) to show/hide fields like:

• Email

• Phone Number

• Match Score

• Labels

• Average Tenure

• Custom Fields

Drag and drop columns to reorder.

🧹 Managing Views

• Click the “Save View” dropdown for actions like:

  • Pin View

  • Duplicate or rename the view

  • Copy link, export, or delete the view

4. Click “Save View”

Once your filters and columns are set:

• Click the Save View button at the top right

• Select “Save as New View” to create a brand new tab

• Give your view a clear, descriptive name (e.g., Active SQL Candidates)

📌 Pin & Reorder Views

• Hover over a view tab to see the pin icon and drag handles.

• Click the 📌 Pin icon to make it visible to all users on the job. This will then become the new default view on that job.

• Drag-and-drop tabs to reorder them to your preference.

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🛠 Manage or Update Existing Views

To edit or duplicate views, click the Save View ▼ dropdown:

• Save as New View: Create a new custom view from your current filters and columns

• Duplicate View: Clone an existing saved view

• Edit View Settings: Rename or change visibility

• Remove View: Delete it from your dashboard

• Copy Link to View: Share the view with a colleague

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➕ Add Views from Other Jobs or Create One from Scratch

Click “Add View +” in the pipeline tab bar. You’ll see a modal with three sections:

• Simply click any view from Default, Saved by Me, or Saved by Others to add it to the tab bar

➤ To start fresh:

• Click “Create New View +” at the bottom of the modal
  → This launches a blank view where you can apply filters, choose columns, and then save it.