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.
✨ What You Can Customize in a View
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Filters: Application status, source, profile type, tags, etc.
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Columns: Show or hide data like match score, last activity, recruiter, etc.
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Sorting: Sort by score, date added, name, etc.
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Pinning: Pin key views for quick access.
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Sharing: Copy a direct link to share with your team.
đź“Ś 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.
| Default View | What It Shows |
|---|---|
| Active Candidates | Candidates actively moving through the pipeline (not rejected) |
| Uploaded Candidates | Candidates manually added or imported (not sourced or invited) |
| SCALIS Candidates | Candidates that have a SCALIS profile |
| Rejected | Candidates who were disqualified or rejected |
| Invited to Apply | Candidates you proactively invited to submit an application |
🧽 Don’t need a default view? Click the Save View ▼ menu > Remove View to clean up your tabs.
🧠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:
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Quick Filters Bar at the top of the view (e.g., Application Status, Profile Type, Match Score)
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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)
Click the columns icon (🗂️) to show/hide fields like:
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Email
- Phone Number
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Match Score
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Labels
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Average Tenure
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Custom Fields
Drag and drop columns to reorder.
4. Click “Save View”
Once your filters and columns are set:
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Click the Save View button at the top right
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Select “Save as New View” to create a brand new tab
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Give your view a clear, descriptive name (e.g., Active SQL Candidates)
💡 Use “Save as New View” to preserve any changes without overwriting your current default tab.
5. (Optional) Pin Your View
Use the “Pin View” option to keep your favorite tabs visible at the top of your pipeline.
đź› Manage or Update Existing Views
To edit or duplicate views, click the Save View â–Ľ dropdown:
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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
âž• 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:
| Section | What It Shows |
|---|---|
| Default Views | The five default filters for this workspace |
| Saved by Me | Any views you’ve saved in this or other jobs (can be reused across jobs) |
| Saved by Others | Views created by teammates (if shared) |
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Simply click any view from Default, Saved by Me, or Saved by Others to add it to the tab bar
➤ To start fresh:
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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.
âś… Pro Tip
Unsaved filters won’t be captured when duplicating a view. To preserve any on-the-fly filters or column tweaks, always use Save as New View.