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Requests

Requests Overview
Requests help you and your team to engage your external talent. With Shortlist you can find the best talent for the job, communicate with that talent and ke...
Thu, 19 Mar, 2020 at 6:29 AM
Request - RFI
Use an RFI (Request for Information) request type when you want to know more information about your external talent's capabilities, but don't have...
Thu, 13 Feb, 2020 at 6:29 AM
Request - RFP
Use an RFP request type when you want to receive proposals from multiple external talent. Once you evaluate all responses, you can then award the request to...
Thu, 13 Feb, 2020 at 6:30 AM
Viewing Current Requests
Viewing Requests When in the all requests view, you can filter, sort and search to find the project you need by using the dropdown menu (see image below). ...
Thu, 19 Mar, 2020 at 6:24 AM
Add a New Request
Add a New Request: Start by navigating to the Requests screen and clicking the blue "Add New Request" button. Then select the type of project ...
Thu, 19 Mar, 2020 at 6:26 AM
Editing a Request
Editing, Duplicating, Manually Closing and Deleting Requests These actions can be taken by navigating to the desired request and clicking the dropdown menu...
Thu, 13 Feb, 2020 at 6:39 AM
Talent Messaging in Requests
Talent Messaging in Requests Team members can send both private and group messages within a request. Sending a private message Once an external talent ha...
Thu, 13 Feb, 2020 at 6:28 AM
Inviting a Team Member to Your Request
Inviting your team to collaborate on requests will allow them to view request status, send & respond to communications and attach documents - saving you...
Thu, 13 Feb, 2020 at 6:32 AM
Reviewing Request Proposals
Review and compare requests proposals at any time during the submission process. Navigate to the desired request Scroll to the bottom of the request to v...
Thu, 19 Mar, 2020 at 6:21 AM
Comparing and Sharing Responses
Share the responses submitted by your talent to your external clients for review. Navigate to the desired request Under the list of the responses, click ...
Thu, 19 Mar, 2020 at 6:21 AM