Are you ready to engage and inform your external partners of your top talent? Lists showcases your talent and makes it easier to narrow down the best individual for the job.

You juggle enough, so we built Lists to create and share talent externally easily!


What are Lists?

Lists are an easy way to compile a selection of freelancers who you think would be great for a job opening. 

How to Create a List?

Step 1:

After accessing your dashboard, navigate to the Talent Directory module

Step 2:

Click on Lists

Step 3:

You will then be on the Lists screen and then you will click on Create New List or Add List to make a new list

Step 4:

From this screen, fill in the information about your List

  1. List Name (mandatory field)
  2. List Logo (optional field)
  3. List Admins (optional field)

Admins have full access to a list assigned to them. They can see, add and remove partners, and even other admins.

Step 5a:

Click on Save, and that's it! Congratulations, you created your first list!

Step 5b: 

Toggle Advanced Properties to further customize your List's information in detail

  1. The additional fields that you can add are (all are optional):
    1. Cover photo
    2. Description
    3. Location
    4. Email address
    5. Mobile phone number
    6. Website
    7. List Managers

This is how your List will look when all the Additional Properties fields are filled in

This shows a compilation view as you continue to add more Lists within the module

Additional Notes:

  • The Copy link icon generates a unique shareable link that you can share externally with colleagues that will review your talent pool

  • Search and Sort by
    • You can search your Lists and sort by Alphabetical order, Newest, and the List that has the Most Partners

  • The three-dot icon allows you to:
    • Add to list
    • Edit list
    • Delete list
    • Duplicate

Adding Talent to your List

Step 1:

Click on the List that you would like to add your talent to

Step 2:

Click on the Vertical three dots icon, and a drop-down will appear in which you will click on Add to List...

Step 3:

A pop-up window will appear for you to search and select the partner you would like to add, and simple as that, you have added talent to your list!

Different Fields for a List

Want to show off more? You can add different fields to your list or even create custom ones to display additional information about your talent.

Step 1:

Click on the List that you would like to add more fields to

Step 2:

On the right-hand of the screen, you will see a plus sign; this icon lets you add a profile field or add a new custom field to your list

The profile selection fields that you can choose from are:

  • Phone 
  • Location
  • Employees
  • Years of experience

Or you can add a custom field and tailor it how you would like:

Adding Talent to a Job Opening from a List

Have a Job Opening and know a freelancer within your Lists who you would like to add immediately? In your List, you can instantly add the talent to a job opening.

Check out this interactive step-by-step guide on how to accomplish this! 

Adding Talent from your Talent Directory or an Onboarding Workflow to a List

Need to add a freelancer to a List from your Talent Directory or an Onboarding Workflow? You can do this directly from both of these modules; view the videos below on how to do this!

Talent Directory

Onboarding Workflow

Learn more:

Inviting talent

Editing talent profiles