🧠Learning Outcomes:

At the end of this article, you will be able to:

  1. Learn how to create, edit and delete a custom folder
  2. Associate custom folders (in the company settings) to existing campaigns
  3. Know where to access the existing custom folders

📌Why is it important?

With the custom folder feature, you can configure your Talkpush account to match your recruitment process steps. There may be any number of interviews, assessments, documentation, and other steps, in order to help you keep track of the stage of the process that each candidate is in.

📝Use Case:

  1. The client is improving their internal process and they wanted to (i) add a new custom folder, (ii) edit the existing ones and (iii) delete the duplicate custom folder.
  2. The client also wants to associate the newly added custom folder to some of their existing campaigns.
  3. The client needs to know how to move a candidate to a custom folder or between custom folders.

⚙️How to configure it?


I. Creating a custom folder

To get started, folders need to get added to the company account. Here's how:

Step 1: Upon logging in to Talkpush, go to company settings.

Step 2: On the left pane, click on folder settings.


Step 3: In order to create a new folder click on the Add a custom folder button.

Step 4: You can define the name of the custom folder and whether a folder should be a default folder. If you enable it as a default folder it will be associated to all existing and all newly created campaigns automatically. Alternatively, you can select every campaign that this folder should be linked to.

Step 5: Once done, click on the Save button.

II. Editing a custom folder

When editing an existing folder you can disassociate the folder or change the name.

If the folder is associated to a campaign with candidates and there are candidates inside this custom folder (marked with ' - '), it cannot be disassociated until all candidates are moved from the folder. Similarly, folders can only be deleted if no candidates are present inside the folder.

Step 1: Upon logging in to Talkpush, go to company settings.

Step 2: On the left pane, click on folder settings.

Step 3: Tap on the edit icon across the custom folder.

Step 4: Apply the necessary changes

Step 5: Once done, click on the Save button

III. Deleting a custom folder

Folders can only be deleted if no candidates are present inside the folder. Otherwise, this notification will show up:

Step 1: Upon logging in to Talkpush, go to company settings.

Step 2: On the left pane, click on folder settings.

Step 3: Tap on the delete icon across the custom folder.

Step 4: Lastly, click on the delete button

IV. Associating Custom Folders Inside the Company Settings

Associating custom folders and campaigns inside the company settings is great for setting up the initial process and structure, can, however, only be done by the user with Owner level permissions. When setting up a new campaign you can also associate custom folders with the campaign inside the campaign settings.

Step 1: Upon logging in to Talkpush, go to company settings.

Step 2: On the left pane, click on folder settings.

Step 3: Tap on the edit icon across the custom folder.

Step 4: Tick on the campaigns from the list that you want to associate.

Step 5: Lastly, click on the Save button.

The folders marked with (default) are presented in all your campaigns. Inbox, completed, shortlisted, on hold, rejected, hired and no response is Talkpush default folders that cannot be edited or removed. You may however add your own default folders. Additionally, for every custom folder, marked in green, you can view how many campaigns it is associated with.

V. Accessing the custom folders

The custom folder can be accessed through the folder drop-down. The numbers on the right side of the drop-down indicate the number of candidates in a given folder.

On the candidate profile you can view the folder the candidate is in two sections, above the name, and below the action buttons.

In order to move a candidate to a custom folder or between custom folders, simply click on the blue Custom button and select the folder the candidate should be moved to.

💡Pro-tip:

Re-arrange the folders patterned to your current process for easy access.

📚Related Articles:


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