🔍 How to Use the Upgraded Pipeline List View

The new Pipeline List View gives you full control over how you view and manage candidates. Here’s how to make the most of it:

🛠️ Create & Save Custom Views

1. Click the “+” tab beside your existing views.

2. Apply the filters you want (e.g., stage, status, match score).

3. Click “Save View” — name it, and choose to save it

   1. just for yourself (Private)

   2. For your entire team (shared view template)

4. Your view will now appear as a tab across the top of the pipeline.

📌 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 the job.

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

👀 Customize Columns

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.

🧹 Managing Views

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

  • Pin View

  • Duplicate or rename the view

  • Copy link, export, or delete the view

💡 Default System Views Available

You’ll also find prebuilt views like:

• Active Candidates

• SCALIS Candidates

• Uploaded Candidates

• Rejected

• Invited to Apply

You can remove any you don’t use and bring them back anytime.

Have questions or feedback? Let us know — we’re here to help make your hiring workflow smoother than ever!