Notes & Tags

Learn how to add notes and tags to candidates, organize information, and improve collaboration.

Notes & Tags Overview

Notes and tags help you organize candidate information and improve team collaboration. You can:

  • Add detailed notes about candidates and their progress
  • Create and assign tags to categorize candidates
  • Share information with team members
  • Search and filter candidates by notes and tags
  • Track candidate history and interactions
  • Improve hiring decision-making

Adding Notes

Add detailed notes about candidates to track their progress, skills, and interactions.

How to Add Notes:

  • 1
    Select Candidate: Go to the candidate's profile or application
  • 2
    Click "Add Note": Click the add note button in the notes section
  • 3
    Enter Note Content: Type your note in the text area
  • 4
    Set Visibility: Choose if the note is private or visible to team
  • 5
    Add Tags (Optional): Add relevant tags to the note
  • 6
    Save Note: Click save to add the note

Managing Notes

Edit, delete, and organize notes to keep candidate information up-to-date and relevant.

Note Management Features:

  • ✏️
    Edit Notes: Update note content and details
  • 🗑️
    Delete Notes: Remove outdated or irrelevant notes
  • 🔒
    Privacy Settings: Control note visibility and access
  • 📅
    Timestamps: Track when notes were created and modified

Using Tags

Create and assign tags to categorize candidates and make them easier to find and organize.

How to Use Tags:

  • 1
    Create Tags: Create new tags in the tag management section
  • 2
    Assign Tags: Add tags to candidates from their profiles
  • 3
    Filter by Tags: Use tags to filter and search candidates
  • 4
    Bulk Tagging: Apply tags to multiple candidates at once

Tag Management

Organize and manage your tag library to maintain consistency across your hiring process.

Tag Management Features:

  • 🏷️
    Create Tags: Create new tags with custom names and colors
  • 🎨
    Customize Colors: Set custom colors for easy identification
  • 📝
    Add Descriptions: Add descriptions to explain tag purpose
  • 🗑️
    Delete Tags: Remove unused or outdated tags

Collaboration

Share information and collaborate with team members using notes and tags.

Collaboration Features:

  • 👥
    Team Notes: Share notes with team members
  • 🔒
    Private Notes: Keep sensitive information private
  • 📧
    Notifications: Get notified when notes are added or updated
  • 📊
    Activity Feed: Track all note and tag activity

Search & Filter

Use notes and tags to quickly find and filter candidates based on specific criteria.

Search & Filter Options:

  • 🔍
    Text Search: Search within note content
  • 🏷️
    Tag Filter: Filter candidates by specific tags
  • 👤
    Author Filter: Filter notes by who created them
  • 📅
    Date Filter: Filter notes by creation or modification date

Troubleshooting

Cannot Add Notes

  • • Check your permissions - you need "add notes" access
  • • Verify the candidate profile is not locked
  • • Try refreshing the page and attempting again
  • • Contact your admin if the issue persists

Tags Not Appearing

  • • Check if the tag was created successfully
  • • Verify the tag is assigned to the candidate
  • • Try refreshing the page
  • • Contact support if the issue continues

Search Not Working

  • • Check your search terms and spelling
  • • Try using different search filters
  • • Clear browser cache and try again
  • • Contact support if the issue persists