Free project template
Interview process template with every task dated from the day you start
One candidate through screening, interviews, references and offer, with the feedback captured each step.
- 3 sections
- 12 tasks
- Opens as a list
- Dated from day 1
Interview: [candidate]
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Screen
- CV review and screening callDay 3
- Decision: proceed or decline, with a reply either wayDay 4High
Interviews
- Interview 1: hiring managerDay 8, 10:00Feedback:
- Interview 2: the teamDay 10, 14:00Feedback:
- Task or case studyDay 13Feedback:
- Interview 3: leadershipDay 15, 10:00Feedback:
- Debrief and decisionDay 16High
Offer
- References: two callsDay 18High
- Offer sent with a deadlineDay 19Urgent
- Offer acceptedDay 24High
- Tell the other candidatesDay 25
- Start the onboarding projectDay 25
About this template
Hiring goes slow when nobody owns the next step. This project is one candidate's loop: each stage a task with a date, feedback written the same day, references called before the offer, and the offer itself with a deadline.
Tips from the template
- Name the project after the candidate and the role.
- Write interview feedback the same day, in the task.
- A stage with no date is a stage that will not happen.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Interview loop and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
Notice to last day: handover, access, equipment, the exit conversation, the goodbye.
3 sections, 14 tasksThree weeks before a board meeting: the pack, the numbers, the asks, the rehearsal, the follow-up.
4 sections, 12 tasksInvoices out, late payers chased, receipts filed and the month reconciled, with the tax dates on the calendar.
4 sections, 25 tasks
Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.