Working within the Project – Ignyte

These tips help you stay organized and give your hiring manager a clear, real-time picture of where the search stands — without extra meetings or status updates.

COLOR CODING CANDIDATES FOR PRIORITY

Inside the search record, click the color palette icon on a candidate row
Assign a color (e.g., Green = High Priority, Yellow = Hold, Red = Not a Fit)
Rename colors to match your workflow by clicking the palette and editing the label
Sort the candidate list by color to group candidates visually

KEEPING THE NEXT STEPS COLUMN VISIBLE

In the candidate grid, scroll right using the gray scroll bar at the bottom
Locate the “Next Steps” column
Drag it next to the Job Title column so it’s always in view
Update Next Steps directly in the grid (e.g., “Scheduling phone call,” “Sent to HM”)

LOGGING SEARCH-LEVEL NOTES

Sometimes you need to capture notes that apply to the whole search rather than a specific candidate — tracking hiring manager feedback from update calls, overall search direction, or internal context.

Current approach: Navigate to the search record’s Activity Log and log a Note activity. Use voice dictation to capture your thoughts naturally. The activity ties to the overall search rather than an individual candidate.

KEY INSIGHT

Get in the habit of logging a brief note after every hiring manager call — even just two or three sentences. It becomes your audit trail for how the search evolved.