Pipeline board

What it is

The Pipeline is where every candidate-job application lives as it moves through your hiring stages — from Applied through to Hired (or rejected). It's the operational heart of day-to-day recruiting.

Who can use it

Everyone can view. Admins and members can change statuses and edit; viewers are read-only.

Where to find it

Sidebar → Pipeline.

Pipeline board screenshot

Steps

Toggle Board (kanban) or List view.
Toggle All team to see everyone's candidates, or narrow to My candidates.
Filter by job, client, recruiter, status, date range, or candidate response.
In Board view, drag a card between status columns to update its stage, or open the card to use the drawer.
Download Excel to export the current filtered view.

Good to know

Large pipelines paginate — use Show more or scroll to load additional cards rather than assuming the board is complete after the first screen.
Excel export respects whatever filters are currently applied, not the whole pipeline.
Self-applied candidates (who applied through your public job link without a recruiter shortlisting them) appear with no recruiter attribution and typically start at a status like Candidate Interested rather than a recruiter-assigned stage.

Common questions

Why don't I see a candidate I know applied? Check your filters — especially the All team toggle if a teammate shortlisted them, and any active status/date filters.
Can I bulk-move candidates between statuses? Status changes are per-card; use filters to isolate a group first if you need to work through many one at a time.
What's the difference between Board and List view? Board is a kanban layout grouped by status; List is a flat, sortable table — both show the same underlying data.
Can I filter to a single job's pipeline only? Yes, use the job filter — this is often faster than opening the job's own Candidates tab for a quick scan.