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Solution home
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
See all 10 articles
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
See all 6 articles
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)
See all 15 articles