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Customize Your Checklist Steps

Customize which qualification steps your team uses for a job and in what order. Drag to rearrange steps and toggle them on or off based on the role — for example, disable CDL-only requirements for non-CDL positions.

Updated over 2 weeks ago

Steps to Create a Custom Checklist

1. Click on Settings

Click on Settings

2. Click on Job Listing Templates

Click on Job Listing Templates

3. Click on Create Template

Click on Create Template

4. Enter a Template Name

Enter a Template Name

5. Use the toggles to turn off the steps you would like to hide

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

Reorder steps by dragging the handle on the left side

7. Once you're done customizing the template, click Create

Click Create


Steps to Apply the Custom Checklist to Jobs

1. Click Job Listings

Click Job Listings

2. Click on the job listing that you would like to apply the template to

Click on the job listing that you would like to apply the template to

3. Click Edit in the top right corner

Click Edit

4. Click on the Template dropdown

Click on the template dropdown

5. Select the template you would like to apply

Select the template you would like to apply

6. Click Save

Click Save

7. The updated checklist will be applied to newly added leads and applicants

The updated checklist will be applied to newly added leads and applicants

Click on Application…


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