Overview of Projects
Projects act as folders, which can hold both searches and shortlisted candidates. We recommend creating a new project for each new role or target audience that you’re kicking off. You can create a new project by selecting “Create new project +” in the top right.
Project Categories
When launching a project, you will be asked to select between one of two different types of projects in Juicebox:
- Shared (Default): Projects visible to everyone in your org
- Private: Projects visible only to you, the project’s collaborators, and admins
Project Collaborators
Any project can be shared with specific collaborators. In the case of a private project, this will only give you and the collaborators access. In the case of a shared project, it will give the full team access.
Link to ATS
For all ATS integrations, you have the option to link a Juicebox project to an existing role in your ATS. Linking a project enables several key workflows and ensures alignment between both systems, with benefits such as:
- Importing Job Descriptions: Automatically pull in the job description from your ATS to initiate a search in Juicebox.
- Maintaining a Single Source of Truth: Keep your Juicebox project connected to the corresponding open role in your ATS to ensure consistency and visibility across platforms.
- Exporting Candidates to a Specific Role and Stage: Send candidates directly from Juicebox to the appropriate role and stage within your ATS for streamlined pipeline management.
Linked projects are required for any auto-exports set up through Settings > ATS > Automated ATS Exports, and selecting whether or not candidates should be exported back to your ATS when they are shortlisted, contacted, or have replied with interest.
Home Screen (All Projects)
Projects will appear in your home screen depending on the categorization:
- My Projects: Includes both private and shared projects that you’ve created
- Organization: Includes projects created and shared across your team
- Closed: Includes projects that are manually closed in Juicebox
My Projects
My Projects are projects that you have created. As the project owner, you have the ability to edit the project title, close the project, or delete it. Your name will be displayed as the project owner and visible to other members of your organization.
Organization Projects
Organization Projects are projects created by other members of your team. Within this view, you can see the project owner, the date the project was created, and the total number of shortlisted and contacted candidates.
Switching Projects
To switch between projects, you can:
- Navigate to “All Projects” from the left-hand menu to search for the project you want to work out of from the home page
- Use the project dropdown from the left-hand menu to quickly search and flip between projects and/or agents
Closing Projects
You can close a project by clicking the “…” > Close Project. Closing a project moves it to the bottom of the projects page and you will no longer be able to access project details. Closed projects do however include details on who closed the project, and when they did so.
When a project is closed, it no longer counts as an active project in your plan.
Re-Opening a Closed Project
To re-open a closed project, click the “…” > Activate Project. You will then have to confirm that you want to activate the closed project, and once activated, this project will once again count towards an active project in your plan.
Have questions on projects? Don’t hesitate to reach out to the team at support@juicebox.work
