Leadline Docs
Positions

Assign Workflow

Overview

This playbook covers how to assign a Workflow to a new Position in Leadline.

→ See 113 - Workflows for full product knowledge on Workflows and how Workflow assignment determines Position visibility.


How Do You Assign a Workflow to a Position?

  1. Click Positions in the Global Navigation.
  2. Click the Position you want to assign a Workflow to.
  3. Click Edit Position.
  4. Click the Settings tab.
  5. Use the Workflow dropdown to select the Workflow you want to assign.

The Workflow is assigned as soon as you select it.

→ See 413 - Update-Workflow-Assignment for instructions on moving a Position that already has candidates to a different Workflow, or updating the Workflow for multiple Positions at once.


111 - Positions — Full product knowledge on Positions
113 - Workflows — Full product knowledge on Workflows and Workflow assignment
413 - Update-Workflow-Assignment — Instructions for updating a Position's Workflow assignment

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