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.
Reorder status columns to match your workflow.
Search jobs directly within the Kanban View using Advanced Search or Boolean Search.
Sort every job across all status columns at once, by Name, Updated On, or Created On.
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.
Reorder status columns:
Click the Show/Hide Columns button in the top right corner and select Show/Hide Status. You can then select, drag, and arrange the statuses in the order that best fits your team’s workflow.
Search and filter jobs:
You can use Advanced Search and Boolean Search directly in the Kanban View, just as you would in the Job List View. Any filters applied in either view will remain applied when you switch between the List View and Kanban View, so you do not need to reapply them.
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.
Sort jobs:
Use the Sort control to arrange jobs by Name (A to Z or Z to A), Updated On (most recent or oldest first), or Created On (most recent or oldest first).
You can access the Sort option for the Job Kanban View from the Show/Hide Columns button in the top right corner of the screen. The selected sorting applies across all status columns, so jobs are not sorted separately within each column.
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.
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.