AppWT CRM

Topic: Talent

Talent folders, tags and favorites

Sort people into shared or private folders, add tags, and change many people at once.

Video, 1 minute 15 seconds · 6 steps

This lesson uses Talent search. If Talent search is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How shared and private folders work
  • How to make a folder
  • How to add a person to folders and tags
  • How to change many people at once

Step by step

  1. Step 1: Shared folders

    Open Talent folders from the menu. Shared folders are for your whole team. Each one shows how many people are in it.

    The Talent folders page with shared folders such as Top Talent, Fully Vetted and Available Now, and the number of people in each.
    Step 1 screen, from the demo account.

  2. Step 2: Private folders and favorites

    My private folders are only for you. Nobody else can see them. My favorites counts the people you starred.

    The My private folders box with one private folder, and the My favorites box with two people starred.
    Step 2 screen, from the demo account.

  3. Step 3: Make a folder

    To make a folder, type a name under New folder. Then choose Shared with the team, or Private to me. Last, click Create folder.

    The New folder form with the name Bathroom remodel crew typed in and Shared with the team picked.
    Step 3 screen, from the demo account.

  4. Step 4: Add a person to a folder

    To add one person, open their profile. Under Folders and tags, pick a folder, then click the Add button. A person can be in many folders.

    The Folders and tags box on a made-up carpenter's profile, with four folders and an Add to a folder menu.
    Step 4 screen, from the demo account.

  5. Step 5: Add a tag

    Tags are short labels, like OSHA 30 or Has own tools. Pick a tag, or type a new one, and click Add tag.

    The tags Has own tools and OSHA 30 on a profile, with the Add a tag menu and a box for a new tag.
    Step 5 screen, from the demo account.

  6. Step 6: Change many people at once

    In Talent search, check the people you want. Pick an action, like Add to a folder, and click Next. Check the names on the confirmation screen, then click Confirm. The summary shows who changed and who was skipped, and why.

    The summary after adding two made-up people to a folder: one added, and one skipped because he was already in the folder.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will sort people into folders, add tags, and change many people at once.

Open Talent folders from the menu. Shared folders are for your whole team. Each one shows how many people are in it.

My private folders are only for you. Nobody else can see them. My favorites counts the people you starred.

To make a folder, type a name under New folder. Then choose Shared with the team, or Private to me. Last, click Create folder.

To add one person, open their profile. Under Folders and tags, pick a folder, then click the Add button. A person can be in many folders.

Tags are short labels, like OSHA 30 or Has own tools. Pick a tag, or type a new one, and click Add tag.

In Talent search, check the people you want. Pick an action, like Add to a folder, and click Next. Check the names on the confirmation screen, then click Confirm. The summary shows who changed and who was skipped, and why.

Next, learn how to find the right person with smart search and matching.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.