--- title: How to Create Custom Pipeline View description: 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. --- [Skip to content](https://help.scalis.ai/pipeline-customization#main-content) [![SCALIS Logo (1)](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Logo%20(1).png?width=1391&height=437&name=SCALIS%20Logo%20(1).png)](https://help.scalis.ai/?hsLang=en) Open main navigation Close main navigation - [Go to scalis.ai](https://scalis.ai/) [Go to scalis.ai](https://scalis.ai/) SCALIS Knowledge Base - There are no suggestions because the search field is empty. 1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en) 2. [Job Setup](https://help.scalis.ai/job-setup?hsLang=en) 3. [Dashboard Setup](https://help.scalis.ai/job-setup?hsLang=en#dashboard-setup) # How to Create Custom Pipeline View DASHBOARD SETUP Save filtered pipelines as tabs in your candidate dashboard, so you can quickly switch between groups like Uploaded Candidates, Interviewing Soon, or Top Matches. 8 steps5 min read In this guide [What You Can Customize](https://help.scalis.ai/pipeline-customization#sec-what-you-can-customize) [Create a Custom View](https://help.scalis.ai/pipeline-customization#create-a-custom-view) [Manage & Organize Views](https://help.scalis.ai/pipeline-customization#manage-organize-views)   What You Can Customize in a View Custom views let you filter and sort candidates in your pipeline according to your own preferences, so you can quickly focus on the right group instead of digging through your full candidate list every time. | Customization | What It Lets You Do | | --- | --- | | Filters | Application status, source, profile type, tags, and more | | Columns | Show or hide data like match score, last activity, recruiter, etc. | | Sorting | Sort by score, date added, name, and more | | Pinning | Pin key views for quick access | | Sharing | Copy a direct link to share the view with your team |   Create a Custom View   1 Step 1 Go to a Job's Pipeline   Navigate to the **Job Dashboard** and select the job you're working on.   Click **View Pipeline** to open the Pipeline view. ![Job Dashboard with a job selected and the View Pipeline button highlighted](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/select-view-pipeline.jpg) Selecting View Pipeline from the Job Dashboard 2 Step 2 Locate Your Default Views Your pipeline comes preloaded with a few helpful default views.   These are just pre-filtered tabs, sitting alongside the pipeline tab bar, and can be removed or customized like any other saved view. **Note:** Your pipeline opens to **Active Candidates** by default. ![Pipeline tab bar showing the default view tabs](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/default-views.jpg) The default view tabs in the pipeline tab bar Default Views | Default View | What It Shows | | --- | --- | | Active Candidates | Candidates actively moving through the pipeline (not rejected); the view your pipeline opens to by default | | All Candidates | Every candidate in the pipeline, regardless of status | | 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 | **Note:** Don't need a default view? Click the **Save View** menu, then **Remove View** to clean up your tabs.   3 Step 3 Apply Your Filters If the default views don't line up with what you're targeting, you can build your own view. To start creating your view, add and select the filters you'd like to view from.   **Quick Filters Bar** at the top of the view, for things like Application Status, Profile Type, or Match Score.   **Manage Filters** button, which opens a side panel with more granular options like tags, activity dates, source types, and skills. **Note:** Click the **eye** icon next to any field in the Manage Filters panel to show or hide it from view. ![Pipeline view showing the Quick Filters bar and the Manage Filters button](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/add-filters-manage-filters.jpg) Adding filters with the Quick Filters bar and Manage Filters panel   4 Step 4 Customize Your Columns (Optional)   Click the **Columns** button (also available as the columns icon in the toolbar).   Select or deselect which data fields you want to display, such as:   Email   Phone Number   Match Score   Labels   Average Tenure   Custom Fields   Drag and drop the field headers in the table, or reorder directly from the dropdown, to rearrange columns. ![Columns panel with field toggles for Email, Phone Number, Match Score, Labels, and more](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/manage-columns.jpg) Managing which columns display in your view 5 Step 5 Save Your View   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 (for example, *Active SQL Candidates*). **Note:** Use **Save as New View** to preserve your changes without overwriting your current tab. Views saved as **Everyone** become reusable view templates across all jobs. **Warning:** Unsaved filters appear with an orange border and won't persist after you leave the page. Save your view before navigating away. Only the owner of a custom view can edit it. ![Save View dropdown with Save as New View selected and a name field](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/save-view.jpg) Saving filters and columns as a new view Save View Menu Options | Option | What It Does | | --- | --- | | 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 the view or change its visibility | | Remove View | Delete the view from your dashboard | | Copy Link to View | Share the view with a colleague | Manage & Organize Views   6 Step 6 Pin or Reorder a View   Hover over a view tab to see the pin icon and drag handles.   Click the **Pin** icon to make the view visible to everyone on the job. This becomes the new default view for that job.   Drag and drop tabs to reorder them to your preference. ![Pipeline tab bar showing the pin icon and drag handles on a view tab](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/pin-view.jpg) Pinning a view tab so it's visible to everyone on the job   7 Step 7 Add a View from Another Job   Click **Add View +** in the pipeline tab bar.   A modal opens showing **Default Views**, **Saved by Me**, and **Saved by Others**.   Click any view to add it to your tab bar. ![Add View modal showing Default Views, Saved by Me, and Saved by Others sections](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Create%20Custom%20Pipeline%20View/Add-new-view.jpg) The Add View modal with Default Views, Saved by Me, and Saved by Others ✓ Final Step Create a Brand New View   Click **Create New View +** at the bottom of the **Add View** modal.   Apply filters and choose your columns in the blank view.   Save it using **Save as New View**. **Note:** Unsaved filters aren't captured when duplicating a view. Use **Save as New View** to preserve any on-the-fly filters or column tweaks. That's it, your pipeline is now organized exactly the way you work. Reach out to your CSM any time you want a hand setting up views for your team.   - [Getting started](https://help.scalis.ai/getting-started?hsLang=en#main-content) - [Account Setup](https://help.scalis.ai/getting-started?hsLang=en#account-setup) - [Super Admin Essentials](https://help.scalis.ai/getting-started?hsLang=en#super-admin-essentials) - [Job Setup](https://help.scalis.ai/job-setup?hsLang=en#main-content) - [Opening a Job](https://help.scalis.ai/job-setup?hsLang=en#opening-a-job) - [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation) - [Dashboard Setup](https://help.scalis.ai/job-setup?hsLang=en#dashboard-setup) - [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en#main-content) - [Overview](https://help.scalis.ai/candidate-management?hsLang=en#overview) - [Interview Scheduling](https://help.scalis.ai/candidate-management?hsLang=en#interview-scheduling) - [Communications](https://help.scalis.ai/candidate-management?hsLang=en#communications) - [Offer Management](https://help.scalis.ai/candidate-management?hsLang=en#offer-management) - [Hiring Team Management](https://help.scalis.ai/hiring-team-management?hsLang=en#main-content) - [Talent Database](https://help.scalis.ai/hiring-team-management?hsLang=en#talent-database) - [Referrals](https://help.scalis.ai/hiring-team-management?hsLang=en#referrals) - [Tasks & Reminders](https://help.scalis.ai/hiring-team-management?hsLang=en#tasks-reminders) - [Candidate Reviews](https://help.scalis.ai/hiring-team-management?hsLang=en#candidate-reviews) - [Closing a Job](https://help.scalis.ai/hiring-team-management?hsLang=en#closing-a-job) - [Communication](https://help.scalis.ai/hiring-team-management?hsLang=en#communication) - [Integrations](https://help.scalis.ai/integrations?hsLang=en#main-content) - [Job Boards](https://help.scalis.ai/integrations?hsLang=en#job-boards) - [HRIS Integrations](https://help.scalis.ai/integrations?hsLang=en#hris-integrations) - [Subsidiaries & Clients](https://help.scalis.ai/integrations?hsLang=en#subsidiaries-clients) - [Reporting & Analytics](https://help.scalis.ai/reporting-analytics?hsLang=en) - [Knowledge](https://help.scalis.ai/knowledge?hsLang=en#main-content) - [Employment Training](https://help.scalis.ai/knowledge?hsLang=en#employment-training) - [Human Resources](https://help.scalis.ai/knowledge?hsLang=en#human-resources) - [New Features](https://help.scalis.ai/knowledge?hsLang=en#new-features) - [Job Boards](https://help.scalis.ai/knowledge?hsLang=en#job-boards) - [Agencies](https://help.scalis.ai/knowledge?hsLang=en#agencies) - [FAQs](https://help.scalis.ai/faqs?hsLang=en) - [Support](https://help.scalis.ai/support?hsLang=en) [![Chill listening crop-3](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Favicon.png?width=54&height=55&name=SCALIS%20Favicon.png "Chill listening crop-3")](https://www.scalis.ai) SCALIS matches qualified candidates to relevant companies with the first ever fully integrated ATS & job board leveraging AI. 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