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    All / Track
    How do I add a new stage?

    To add a new stage, hover your mouse over the top of any existing stage, click the gear icon, and then choose "Add New Stage". This will create a new stage to the right of the stage you selected, and prompt you to name it.

    Link to this · Updated Sep 20, 2017
    How do I edit or rename a stage?

    To edit or rename a stage, hover your mouse over the top of any stage, click the gear icon, and choose "Edit Stage Settings". This will trigger a popup with the options to change the stage name or enable interviewing and scheduling for that stage.

    You cannot rename the Inbound, Matched or Hired stages.

    Link to this · Updated Sep 20, 2017
    How do I change the order of stages in my pipeline?

    To shift the position of a stage in your pipeline, hover your mouse over the top of the stage you'd like to move, click on the gear icon, and choose "Move Stage Left" or "Move Stage Right".

    You cannot change the position of the Inbound, Matched or Hired stages.

    Link to this · Updated Sep 20, 2017
    How do I add a candidate to my pipeline who did not apply via AngelList?

    To add a new candidate to a particular stage, hover your mouse over the top of the stage and click the "Add Candidate" button which appears. A new candidate card will be inserted at the top of that stage. You can then add the candidate's name and which role you're interviewing them for. Click "save" to to add the candidate to your pipeline.

    Link to this · Updated Sep 20, 2017
    How do I quickly find a candidate in my pipeline?

    Click on the search bar on the top right of the screen and type in the name of the candidate you're looking for. You can click on their name in the results dropdown to jump right to their profile.

    Link to this · Updated Sep 20, 2017
    When do candidates show up in the "review" stage?

    Candidates that show up in Review are those that have been starred by your team. To source candidates, click on the Recruit tab and search for candidates that fit the role you're looking for. When you see someone that might be a good fit, click on the star icon to add this candidate to Review.

    Link to this · Updated Sep 20, 2017
    When do candidates show up in the "matched" stage?

    If you indicate interest in a candidate by clicking "get intro" and the interest is mutual (i.e. they also indicate they are interested in speaking with you), they'll appear in your Matched stage. Reach out to start the conversation!

    Link to this · Updated Sep 20, 2017
    How do I view only candidates for a certain job position?

    Under the filters in the top left corner of the screen, select the position from the first dropdown. This will update the candidates on the board to just those applying for that job.

    Link to this · Updated Sep 20, 2017
    How do I view failed candidates?

    Under the filters in the top left corner of the screen, select Failed from the second dropdown. This will update the candidates on the board to all the candidates that you've failed.

    Link to this · Updated Sep 20, 2017
    How do I view all messages I've received from candidates across my pipeline in one place?

    On the sidebar on the left side of the screen, click the chat bubble icon to open your messages inbox.

    Link to this · Updated Sep 20, 2017
    How do I view a list of recent activity in my pipeline?

    Click the "activity" button in the top right corner of the screen to open your activity feed.

    Link to this · Updated Sep 20, 2017
    What does snoozing a candidate do?

    Snooze is a great way for pausing candidates in your recruiting pipeline— perhaps they don't have time to continue the interview process, or have already accepted another offer. We'll send you a monthly reminder of snoozed candidates so you can follow up with them whenever you're ready.

    You can view all snoozed candidates by selecting Snoozed from the second dropdown of filters.

    Link to this · Updated Apr 29, 2016
    How do I create email templates to send to candidates?

    Click on the "options" button in the top right corner of the screen and click "edit email templates."

    Link to this · Updated Sep 20, 2017
    How do I send an email to a candidate using an email template I created?

    First, open the profile of the candidate that you want to send a canned response to by clicking on their card in Track. Then, select the Email tab in the right panel of the pop up

    If you already have a saved email template created, select the template you'd like to use in the Template dropdown. Confirm that the content of the email is what you intended, then hit Send!

    If you haven't set up an email template yet, find out more info here.

    Link to this · Updated Sep 20, 2017
    What do I do if I can't find the answer to my question here?

    Email us at talent@angel.co with the subject line AngelList Track Support and we'll be happy to help!

    Link to this · Updated Sep 20, 2017
    Do candidates get updates when I move them between stages?

    No, candidates can only see messages you explicitly send them.

    All other actions (including adding, moving, commenting, failing) are only visible to your team.

    Link to this · Updated Apr 18, 2018
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