Leadline Docs
Candidates

Add Note

Overview

This playbook covers how to add a Note to one or more Candidates.

→ See 105 - Candidates for full product knowledge on Notes, including tagging teammates.

Method 1 — Add from the Full Candidate Profile

Best for: Adding a Note while reviewing a Candidate's overall history, independent of any one Position.

  1. Open the Candidate's full profile. → See 902 - View-Candidate-Profile
  2. Click More, then click Add Note in the dropdown. You can also click the Notes tab, then click Add Note.
  3. Type your Note in the text field. To tag a teammate, type @ followed by their name. Use the formatting toolbar above the text field as needed.
  4. Click Save.

A "Note successfully added." confirmation appears and the Note is added to the Notes tab.

Method 2 — Add from a Submission

Best for: Adding a Note while reviewing a Candidate's Submission for a specific Position.

  1. Open the Candidate's Submission. → See 701 - View-Submission
  2. In the Submission drawer, click the Notes tab.
  3. Click Add Note.
  4. Type your Note in the text field. To tag a teammate, type @ followed by their name. Use the formatting toolbar above the text field as needed.
  5. Click Save.

A "Note successfully added." confirmation appears and the Note is added to the Notes tab.

Method 3 — Add via Bulk Actions on the Candidates Page

Best for: Adding the same Note to several Candidates at once rather than individually.

  1. Navigate to the Candidates Page.
  2. Use the checkboxes on the left side of the table to select the Candidates you want to add the Note to.
  3. In the bulk actions bar that appears, click Add Note.
  4. In the Add Note modal, type your Note in the text field. To tag a teammate, type @ followed by their name. Use the formatting toolbar above the text field as needed.
  5. Click Save.

The Note is added to the Notes tab of each selected Candidate.

105 - Candidates — Full product knowledge on Candidates and Notes
118 - User-Email-Notifications — Learn about the email notification sent when a user is tagged in a Note
701 - View-Submission — Instructions for viewing a Submission
902 - View-Candidate-Profile — Instructions for opening a Candidate's profile
101 - Platform-Links — Direct link to the Candidates Page

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OverviewMethod 1 — Add from the Full Candidate ProfileMethod 2 — Add from a SubmissionMethod 3 — Add via Bulk Actions on the Candidates PageRelated Topics