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Knowledge base
Information for Internal Team Members
System Overview
4
Getting Started with Shortlist
Branding Options
Reporting & Insights Overview
Shortlist Implementation Overview
Settings
10
Settings Overview
Account and Personal Settings
Inviting and Removing Team Members in Shortlist
User Permissions & Access
Teams & Dashboards
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Talent Management
11
Talent Directory Overview
Adding & Inviting Talent to your Shortlist
Advanced Search Capabilities
Editing Talent Profiles and Portfolios
Talent Groups
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Workflows
3
Workflows Overview
Creating Workflows
Adding a document for talent review
Marketplace & Opportunities
5
Marketplace & Opportunities (Job Openings) - Overview
Sourcing & Talent Recruitment
Creating an Opportunity (Job Opening)
Embedded Workflows in Opportunities (Job Openings)
Auto-generation of Task from Opportunities (Job Openings)
Tasks & Projects
4
Tasks and Projects Overview
Add New Projects & Tasks
Using Milestones & Deliverables in Tasks
Bulk Import Tasks and Projects
Payment Support
6
Payments Overview
Shortlist Pay - Overview
Shortlist Pay FAQ
Invoice scheduling & payment status
Downloading Payment Reports
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Reporting & Insights
0
Integrations
15
Self-Service Integrations Overview
Integrating Google Docs with Shortlist
How to integrate Google Calendar with Shortlist (via Zapier)
How to integrate Salesforce with Shortlist (via Zapier)
How to integrate Asana with Shortlist (via Zapier)
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Getting Started
0
Information for External Talent & Freelancers
Registering, Onboarding and Understanding your Dashboard
4
Registration and Onboarding
Understanding your Dashboard
Sending a Message in Shortlist
Updating Your Email Address and Password
Onboarding & Workflows
0
Opportunities & Tasks
2
Opportunities Overview
Projects & Tasks Overview
Payments & Banking Information
5
Submitting an Invoice for Payment
Payments On Boarding
Payment Statuses in Shortlist
Invoices and Payments - Where is my payment?
Payments FAQ - Common Issues & Resolutions for Talent
FAQ's
Trial FAQs
0
Technical Queries
1
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General
Announcements and Product Updates
3
Summer 2019 - Product Updates
February Platform Updates!
March Platform Updates!
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System Implementation - Internal Team Members
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Shortlist Resource Center
Updates & Announcements
13
March 2021 Platform Updates
Posted by
Kevin Eulalia
,
4 minutes ago
Last Reply
by Kevin Eulalia
4 minutes ago
February 2021 Platform Updates
Posted by
Kevin Eulalia
,
7 days ago
Last Reply
by Kevin Eulalia
7 days ago
January 2021 Platform Updates
Posted by
Kevin Eulalia
,
about 1 month ago
Last Reply
by Kevin Eulalia
about 1 month ago
See all 13 topics