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Kanban View for Jobs in Recruit CRM

This article will help you understand the Kanban View feature in the Jobs section.

Written by Sanjana Panigrahi

What this feature does and when to use it?

The Job Kanban View displays your jobs in separate columns based on their current status. You can use it to:

  • Get a quick overview of jobs by status.

  • Move jobs between statuses using drag and drop.

  • Perform bulk actions on multiple jobs.

  • Quickly access actions and candidate pipelines for individual jobs.


How to use the Job Kanban View


Click Kanban View at the top of the Jobs list to switch to the Kanban View. Jobs will be grouped according to their respective statuses, and you can drag and drop a job to move it to another status.

Perform bulk actions:

You can select multiple jobs directly from the Kanban View:

  • To select all jobs under a status, click the checkbox next to the status name.

  • To select specific jobs across different statuses, hover over the job cards and click the checkbox that appears in the top-left corner.

  • Once selected, you can perform bulk actions on the jobs, such as adding them to a Hotlist.

Manage an individual job:

  • Click the three-dot menu on a specific job card to access actions such as assigning candidates, emailing job contacts, adding notes, tasks, or meetings, and adding the job to Hotlists.

  • You can also click View Candidates from this menu to access the candidate pipeline for that job.


Troubleshooting


Problem: Your jobs are not appearing in the expected Kanban column.

Likely Cause: Jobs are grouped according to their current job status.

What to Check: Check the current status assigned to the job.

Resolution: Update the job status if required. The job will then appear under the corresponding Kanban column.

Conclusion:

The Job Kanban View provides a visual way to organize jobs by status while making it easier to manage individual jobs and perform bulk actions.

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