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Accessing The Kanban/Board/Trello view on Jobs?
Accessing The Kanban/Board/Trello view on Jobs?

How can I access the Kanban view? Where is the trello board?

Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated over a week ago

Recruit CRM has introduced the "Kanban View" in your job hiring pipelines to massively speed up your workflow. This feature is also popularly referred to as the "Trello Board".

We've worked very hard to make this very easy to use and save you hours of work.

Now lets get to how it works ! 

Step 1: Go to your Jobs

Step 2: Click on any Job (Make sure at least one candidate is assigned to it)

Step 3: Click on view all candidates.

Step 4: By default, you will be taken to the Kanban view but you can switch between kanban view and list view.

Step 5: To change the hiring stages of the candidates, you can drag and drop the candidate cards across the stages. You can also add a remark or trigger emails as well, while doing this.

You can choose to trigger an email to the candidate from the same menu, if you wish to send them! Here is a guide on how you can set up email automation/triggers.

You can also quickly access the Kanban View by hitting the "View Candidates" from the Dashboard:

Have a great day ahead!

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