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?
- Click Positions in the Global Navigation.
- Click the Position you want to assign a Workflow to.
- Click Edit Position.
- Click the Settings tab.
- 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.
Related Topics
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