Default and custom tabs and how to organize applicants
Applications tabs help you to quickly find and sort applicants based on your recruitment criteria and screener questions answers.
Default tabs
All Tab
Under this tab, you will find all applicants that apply to your project, independent of their qualification or disqualification status.
Qualified and Disqualified Tabs
Applicants are sorted between Qualified and Disqualified tabs based on their profile and screener questions answer (acceptors and rejectors).
Users can manually move applicants from Qualified to Disqualified tabs. If your research project has general recruiting criteria and screeners without acceptors and rejectors, you can still sort applicants manually by adding them to the Qualified, Disqualified, and Custom tabs.
- To move an applicant to a Qualified or Disqualified tab:
1. Click to select the checkbox of one or more applicants that you want to move.
2. Click on the Organize icon.
3. Hover over the option Move to.
4. Select the tab that you want to move the user to.
Favorites
Under this tab, you will find all applicants that you have favorited within the methinks dashboard, across all projects. This feature enables you to invite your favorite participants to any project, any time.
Learn how to favorite participants.
Custom Tabs
Besides methinks default tabs, users can also create new tabs to help sort applicants.
- To create a new tab:
1. Select the Create New Tab icon.
2. Enter a new tab name.
3. Click on Add.
4. Click on Save.
- To rename a tab:
1. Select the Create New Tab icon.
2. Under Tab List, find the tab you want to rename.
3. Click on the pencil icon.
4. Enter the new tab name.
5. Click on the Checkmark icon.
6. Click on Save.
- To delete a tab:
1. Select the Create New Tab icon.
2. Under Tab List, find the tab you want to delete.
3. Click on the x icon.
4. Click on Save.
- To copy applicants to different custom tabs:
1. Click to select the checkbox of one or more applicants that you want to copy.
2. Click on the Organize icon.
3. Hover over the option Copy to.
4. Select the custom tab that you want to copy the applicant to.
- Remove user from the current tab:
1. Click to select the checkbox of one or more applicants that you want to remove from a tab.
2. Select the Organize icon.
3. Click on Remove from the current tab.
- To reset custom tabs:
By choosing this option, applicants will be removed from custom tabs.
To reset all of your custom tabs:
1. Click on the Organize icon.
2. Click on Reset custom tabs.
3. Click on Confirm.
- To reset all tabs:
By choosing this option, applicants will be removed from ALL tabs. This includes Qualified and Disqualified.
To reset all of your tabs:
1. Click on the Organize icon.
2. Click on Reset all tabs.
3. Click on Confirm.
How to organize applicants
Organize your applicants by copying and moving applicants to the default and customized tabs.
- Click to select the checkbox of one or more applicants that you want to organize.
- Click on the Organize icon.
- Hover over Move to or Copy to, to move or copy your applicants to different tabs.
- Move to:
Enables you to move applicants to the default Qualified and Disqualified tabs:
1. Click to select the option that fits your needs.2. Click the selected option tabs to find all applicants that you’ve selected to move.
Note: all applicants can be viewed by selecting the All tab.
- Copy to:
Enables you to copy applicants to customized tabs.
1. Click to select the option that fits your needs.
2. Click the selected option tabs to find all applicants that you’ve selected to copy.
Note: all applicants can be viewed by selecting the All tab.
- To remove an applicant from a tab:
1. Select the applicant by clicking on the checkbox.
2. Click on the organize icon.
3. Select Remove from the current tab.
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