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

Create a Custom View

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

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 — Selecting View Pipeline from the Job Dashboard

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 — 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.

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 — Adding filters with the Quick Filters bar and Manage Filters panel

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:

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 — Managing which columns display in your view

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 — 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

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 — Pinning a view tab so it's visible to everyone on the job

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 — 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.