Steps to Create a Custom Checklist
1. Click on Settings
2. Click on Job Listing Templates
3. Click on Create Template
4. Enter a Template Name
5. Use the toggles to turn off the steps you would like to hide
6. Reorder the steps by dragging the handles on the left side
7. Once you're done customizing the template, click Create
Steps to Apply the Custom Checklist to Jobs
1. Click Job Listings
2. Click on the job listing that you would like to apply the template to
3. Click Edit in the top right corner
4. Click on the Template dropdown
5. Select the template you would like to apply
6. Click Save
7. The updated checklist will be applied to newly added leads and applicants

Have questions or need help?
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