# Workflow View (Kanban Board)
> The Workflow View provides a visual, Kanban-style board that organizes candidates by their current stage in the interview process. This view makes it easy to see at a glance where each candidate stands and manage your pipeline efficiently.
## What is the Workflow View?
The Workflow View is a new way to visualize your candidate pipeline. Instead of viewing candidates in a traditional table format, the Workflow View displays candidates as cards organized into columns based on their current interview stage. This Kanban-style approach provides an intuitive overview of your entire candidate pipeline.
## Accessing the Workflow View
To switch to the Workflow View:
1. Navigate to your agent's candidate list
2. Look for the **View Mode Toggle** button in the toolbar (next to the filter options)
3. Click the dropdown and select **Workflow** from the available options
The available view modes are:
| View Mode | Description |
| ------------ | ----------------------------------------------- |
| **Table** | Traditional list view with sortable columns |
| **Map** | Geographic visualization of candidates |
| **Workflow** | Kanban-style board organized by interview stage |
## Understanding the Workflow Board
### Column Structure
The Workflow View organizes candidates into columns based on their progress through your interview workflow:
Not Started Column
The **Not Started** column (gray) contains candidates who have been added to the system but haven't begun any interview steps yet. These candidates may have:
* Been recently ingested via webhook or ATS integration
* Not yet clicked their interview invitation link
* Been added manually but not engaged
Interview Stage Columns
The middle columns (blue) represent each step in your configured interview workflow. Depending on your agent setup, you may see columns for:
* **Resume Screen** - Candidates currently in the resume screening stage
* **SMS Interview** - Candidates engaged in SMS-based screening
* **Web Interview** - Candidates in the voice/video interview stage
* **Form Screen** - Candidates completing form-based assessments
Candidates appear in the column corresponding to their current active step.
Completed Column
The **Completed** column (green) shows candidates who have finished all interview steps in your workflow. These candidates are ready for your review and final decision.
## Candidate Cards
Each candidate is displayed as a card containing key information at a glance:
### Card Information
Each candidate card displays:
* **Profile Picture** - Candidate's avatar or initials
* **Name** - Candidate's full name
* **Email** - Contact email address
* **Country Flag** - Geographic location indicator (if available)
* **Score** - Overall match score with visual progress bar
* **Last Engaged** - Timestamp of most recent activity
* **Status Badges** - Shortlisted or Dismissed indicators
### Card Actions
Click the **three-dot menu** on any card to access quick actions:
| Action | Description |
| -------------------- | -------------------------------------------------------------- |
| **Share Report** | Generate a shareable link to the candidate's scorecard |
| **Download Report** | Download the candidate's assessment as a PDF |
| **Nudge Candidate** | Send a reminder to complete their interview |
| **Enrich Candidate** | Enhance candidate profile with additional data |
| **Delete Candidate** | Remove candidate from the pipeline (dismissed candidates only) |
## Selecting Candidates
The Workflow View supports both individual and bulk selection:
### Individual Selection
Click the checkbox on any candidate card to select it. Selected candidates can then be acted upon using the bulk actions menu.
### Column Selection
Each column header includes a checkbox that allows you to select all candidates in that column at once. This is useful when you want to perform bulk actions on all candidates at a specific stage.
### Bulk Actions
Once candidates are selected, use the **Actions** dropdown in the toolbar to:
* **Blast** - Send bulk communications (email, SMS, or phone)
* **Nudge** - Send reminders to complete interviews
* **Shortlist** - Mark selected candidates as qualified
* **Dismiss** - Remove candidates from consideration
* **Enrich** - Enhance profiles with additional data
## Navigating to Candidate Profiles
Click anywhere on a candidate card (except the checkbox or menu) to open their full profile and detailed scorecard. This allows you to:
* Review complete interview transcripts
* Analyze communication patterns
* View detailed scoring breakdowns
* Access recordings and attachments
## Best Practices
Daily Pipeline Review
Use the Workflow View for your daily pipeline review:
1. **Check the Not Started column** - Follow up with candidates who haven't begun
2. **Monitor active stages** - Identify candidates who may be stuck
3. **Review Completed candidates** - Make timely decisions on finished interviews
Prioritizing High-Value Candidates
The score displayed on each card helps you quickly identify top performers:
* **Green scores (70%+)** - High-potential candidates to prioritize
* **Amber scores (30-69%)** - Candidates worth reviewing
* **Red scores (<30%)** - May need additional screening or dismissal
Managing Large Pipelines
For agents with many candidates:
* Use the column counts to understand pipeline distribution
* Scroll horizontally to view all workflow stages
* Combine with filters to focus on specific candidate segments
* Use bulk selection to efficiently process groups of candidates
## Workflow View vs Table View
| Feature | Workflow View | Table View |
| ------------------------ | ------------------------------------ | ---------------------------- |
| **Visual Overview** | Excellent - see pipeline at a glance | Limited - requires scrolling |
| **Stage Tracking** | Columns show exact stage | Status column shows progress |
| **Bulk Selection** | By column or individual | By row selection |
| **Sorting** | Within columns by engagement | Full table sorting options |
| **Column Customization** | Fixed layout | Customizable columns |
| **Best For** | Pipeline management, daily reviews | Detailed analysis, exports |
{% hint style="success" %}
**Pro Tip**: Switch between views based on your task. Use Workflow View for pipeline management and quick reviews, then switch to Table View when you need detailed sorting, filtering, or data export capabilities.
{% endhint %}
## Troubleshooting
Candidates Not Appearing in Expected Column
If a candidate appears in an unexpected column:
* **Check their interview status** - They may have started but not completed a step
* **Review workflow configuration** - Ensure your agent has the expected steps configured
* **Refresh the page** - Data may need to sync after recent activity
Empty Columns
Empty columns are normal and indicate:
* No candidates are currently at that stage
* All candidates have progressed past that step
* The workflow step may not be actively used
### Need Help?
If you have questions about the Workflow View or need assistance, reach out to our support team at or contact your Customer Success Manager directly.
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