Is the recruitment pipeline template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for managers

Recruitment pipeline template with every task dated from the day you start

Every candidate on a board from first contact to licensed, with the stage each one is stuck at.

8 sections
8 tasks
Opens as a board
Dated from day 1

Recruitment pipeline

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.

Sourced

Example: referral from a clientSource, current role, why they might be interested.

Contacted

Example: messaged on LinkedInDay 4Next: call to arrange coffee.

Coffee chat

Example: coffee booked ThursdayThursdayListen first: what they want from the next five years.

Attended a presentation

Example: came to the opportunity presentationDay 3Next: follow-up call within two days.

Interview

Example: interview with the director bookedDay 6

Contracted

Example: contract signed, exams bookedStart the First 90 days project on their start date.

Licensed

Example: licensed and started

Not now

Example: timing; try again in six monthsDay 181

About this template

Recruiting advisors is a pipeline like any other, and it dies in the gaps between conversations. A card per candidate, a column per stage, and a due date on the next touch for every open card.

Tips from the template

Card title: the candidate's name. Description: where they came from and what they do now.
Every open card gets a due date for the next touch.
A card that goes to Not now takes the reason with it, and a date to try again.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Recruitment pipeline 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.

Already use ActivityTracker? Open this template in the app

Templates like this one

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Questions

Run it with the dates filled in.

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