A project template is what a new project starts with: a brief to fill in and its tasks, in order, each with its instructions and the tasks it waits on.
Built-in templates
Every workspace comes with templates for common hiring work: Fill a role, Map the market, Source a shortlist, Executive search, Rediscover then source, Screen applicants, Interview to offer, Benchmark pay and Catch talent on the move. They’re shared with the whole workspace, and you can edit them like your own.
Start a project from a template
- Open the template and click New project from it, or
- In the message box, choose + → Project templates and pick one. Then describe the work and send
The template’s brief becomes the project’s brief, and its tasks are planned and waiting in To Do. Nothing runs yet: the project chat offers Start the plan to start them with one approval, or Change the plan to adjust them first.
Create your own
- Go to Projects and click Templates, then New template
- Give it a Name and a short Summary
- Write the Brief: what whoever starts a project fills in, such as the role, must-haves and markets. Every task reads it
- Add up to 20 tasks with Add task, or pick them From the library of recruiting tasks such as Source candidates, Market map, Screen applicants, Salary benchmark, Interview kit or Reference checks
- For each task, write its instructions and, under Starts after, pick the tasks it waits on
- Click Create template
A new template is Personal: only you see it. Switch on Share with workspace to let everyone use it.
Manage templates
Open a template to edit it. In its settings you can also:
- Share with workspace: only the template’s creator can change this
- Duplicate template: make a personal copy to change
- Archive template: hide it from new projects. Find it again with Show archived at the bottom of the list
- Delete template: projects started from it keep their tasks
Any member can edit a shared template.