The process of finding and recruiting new talent can be stressful and full of uncertainty. With ClickUp, you can create a rock-solid system to manage your talent search and interview process.

Set up your Structure

  1. Create a Space called "Recruiting" to organize your hiring process. You can make this Space private to certain Workspace members if needed.
  2. Add a Folder called "Open Positions" to this Space. This is where you store information related to potential candidates.
  3. Create Lists within this Folder for each role you're looking to fill (Customer Success Rep, Backend Developer, etc).
  4. Add a task for each candidate under consideration.

Important Features and Integrations

Custom Fields: Create unique task fields to manage interview phases, candidate contact information, deadlines, and more. You can even sort and filter these fields to zoom in on specific information.

In the picture above, we're using the dropdown, date, and text field types.

Templates: Save your Folder or Lists as templates so you can reuse their structures at any time. You can also create templates at the Space, task and checklist levels.

Task Description: Create an interview scorecard that you can use for each candidate and role. This ensures that you have a standard with which to measure the success of your interviews. Remember to save this task as a template for easy access!

Cloud Storage Integration: Easily attach and create files from Dropbox or Google Drive directly in ClickUp tasks and Lists. This is the perfect way to associate resumes, offer letters, and interview notes with your candidate tasks.

Calendar View: Make sure that you're dedicating sufficient time to attend to candidate screenings and interviews by scheduling tasks on your ClickUp Calendar. You can even sync these tasks to your Google Calendar for viewing on the go! Any changes made to these tasks from Google Calendar will also be synced back to ClickUp.

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