Recruiting Pipeline template
Candidates by role from Applied to Hired, with an intake form, interview dates on a calendar, ratings and a dashboard of candidates by stage.
Hiring managers and recruiters running several roles at once.
- 5 views
- 8 fields
- 3 groups
- 12 sample tasks
- 2 milestones
- 5 dashboard widgets
- 7 workflow statuses
- 1 automation
Pipeline · Board view · opens first
What's included
Roles are groups and the hiring stages are the workflow, so the board reads as a pipeline per role: Applied, Screening, Interview, Final interview, Offer, and then Hired or Rejected. Each candidate carries a source, a portfolio link, an interviewer rating and the next step; nothing sensitive is stored by default. The intake form logs applicants, interview dates sit on the calendar, and the dashboard shows candidates by stage and what is waiting too long.
Views
- Pipeline (Board)
- Candidates (Table)
- Interviews (Calendar)
- Dashboard
- Add a candidate (Form)
Task fields
- Status
- Timeline
- Owner
- Sourcecustom
- CV / portfoliocustom
- Ratingcustom
- Next stepcustom
- Interviewercustom
Groups
- Senior Backend Engineer
- Product Designer
- Delivery Manager
Dashboard
- KPIs
- Tasks by status
- Group progress
- Overdue tasks
- Upcoming milestones
Automation
- Notify when a task becomes overdue
7 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Applied
- Screening
- Interview
- Final interview
- Offer
- Hired
- Rejected
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Recruiting Pipeline
Use the Recruiting Pipeline template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.