Leadline Docs
Positions

Create Position

Overview

This playbook covers all supported methods for creating a Position in Leadline. Each method produces the same result — a fully configured Position ready to publish — but serves different user preferences and workflows.

→ See 111 - Positions for more information on what a Position is, required vs. optional fields, and product rules.

You must have the proper permissions enabled in order to create positions.

→ See 124 - User-Roles for more information on user permissions.

Creation Methods

Positions can be created in the following ways:

  1. Via the "Create Position" button from the Dashboard
  2. Via the "Create Position" button from the Positions page

Method 1 — Create Position from the Dashboard

Who uses this: Users who start from the Dashboard and want to create a position without navigating elsewhere.

How it works:

  1. Navigate to the Dashboard. → See 101 - Platform-Links for the direct link.
  2. Click the "Create New Position" button.
  3. The position creation modal will launch.
  4. Choose a starting point:
    • From a Template — select an existing position to copy, then choose which metadata to carry over (Workflow, Application Form questions, Position Tags)
    • From Scratch — fill in required fields manually (Position Name, Workflow, Location, Brand)
  5. Once required fields are entered, optionally click "Ask Rover" to generate remaining fields (Job Description, Salary, Requirements, Benefits). → See 115 - Rover-AI for more on how Rover generates the remaining metadata.
  6. Configure the Application Form. → See 103 - Application-Form for more information about Application Forms. → See 601 - Create-Application-Form-Questions for instructions on how to add application form questions to an Application Form.
  7. Configure Landing Page Options. → See 109 - Pages for more information about Landing Pages. → See 502 - Assign-Landing-Page for instructions on how to assign Landing Pages to Positions.
  8. Publish the position or save as draft.

Method 2 — Create Position from the Positions Page

Who uses this: Users who are already working inside the Positions page and want to create a new position without returning to the Dashboard.

How it works:

This method launches the same creation modal as Method 1. The starting point is the only difference.

  1. Navigate to the Positions page. → See 101 - Platform-Links for the direct link.
  2. Click the "Create New Position" button.
  3. Follow Steps 3–8 from Method 1 above.

Quick Reference

MethodEntry PointBest For
Dashboard buttonDashboardUsers starting from the Dashboard
Positions page buttonPositions pageUsers already in Positions

111 - Positions — Full product knowledge for Positions including required fields and platform rules 124 - User-Roles — Manage user permissions and access controls 103 - Application-Form — Configure the application form for this position 109 - Pages — Set up and assign landing pages to a position 113 - Workflows — Understand and assign hiring workflows 115 - Rover-AI — Learn how Rover generates position metadata during creation 101 - Platform-Links — Direct links to the Dashboard and Positions page 601 - Create-Application-Form-Questions — Instructions for adding application form questions and assigning landing pages to positions

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OverviewCreation MethodsMethod 1 — Create Position from the DashboardMethod 2 — Create Position from the Positions PageQuick ReferenceRelated Topics