AppWT CRM

Topic: Staffing

Teamwork on projects and notifications

Share a project with your recruiting team, talk in one place, ask a manager to approve, and keep up with notifications.

Video, 1 minute 2 seconds · 6 steps

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

Watch the video

Read the transcript Read the steps
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 the recruiting team works
  • How to post and mention a teammate
  • How manager approvals work
  • Where notifications show up

Step by step

  1. Step 1: The recruiting team

    Each project has a recruiting team. The owner answers for staffing, and co-owners share the work.

    The Recruiting team box on a made-up project, with the owner and one co-owner.
    Step 1 screen, from the demo account.

  2. Step 2: Discussion

    Post notes under Discussion. Type an at sign and a teammate's name, or check them under Tell teammates, to let them know.

    The Discussion box with two notes, one of them mentioning the owner, and the form to post a new note.
    Step 2 screen, from the demo account.

  3. Step 3: Notifications

    Mentions and approval requests show up in Notifications. The menu shows how many you have not read.

    The Notifications page with three unread notifications: an approval request and two mentions.
    Step 3 screen, from the demo account.

  4. Step 4: Manager approvals

    Some projects need a manager to approve each confirm. A recruiter asks, and a manager clicks Approve or Deny.

    The Manager approvals box with a request to confirm a made-up electrician, and the Approve and Deny buttons.
    Step 4 screen, from the demo account.

  5. Step 5: Shared shortlist

    The shared shortlist shows who the team is looking at, and when each person was last contacted.

    The Shared shortlist on a made-up project.
    Step 5 screen, from the demo account.

  6. Step 6: Change history

    Change history keeps every move, so you can see who did what and when.

    The Change history list with dated entries and the name of the person who made each change.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will work on a project with your team and keep up with your notifications.

Each project has a recruiting team. The owner answers for staffing, and co-owners share the work.

Post notes under Discussion. Type an at sign and a teammate's name, or check them under Tell teammates, to let them know.

Mentions and approval requests show up in Notifications. The menu shows how many you have not read.

Some projects need a manager to approve each confirm. A recruiter asks, and a manager clicks Approve or Deny.

The shared shortlist shows who the team is looking at, and when each person was last contacted.

Change history keeps every move, so you can see who did what and when.

Next, learn how to review a contractor's work.

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