# How to Use the Candidate Board and Kanban View in ATZ CRM

> Use the ATZ CRM board view to track candidates visually across job pipeline stages and manage recruitment progress faster.

Source: https://atzcrm.com/help/candidate-management/candidates/candidate-board-kanban-view/

Candidates

# How to Use the Candidate Board and Kanban View in ATZ CRM

Use the ATZ CRM board view to track candidates visually across job pipeline stages and manage recruitment progress faster.

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Quick Answer

Open a job, switch to Board View, and review candidates grouped by talent stage so you can see pipeline progress visually.

## What the Candidate Board View Shows

The candidate board view gives recruiters a visual pipeline for a specific job. Instead of reviewing candidates only in a table, you can see them grouped by hiring stage, such as screening, submitted, interview, offered, or hired.

## Step 1: Open Jobs

Go to **Jobs** from the ATZ CRM dashboard.

## Step 2: Select a Job

Open the job whose candidate pipeline you want to review.

## Step 3: Switch to Board View

Select **Board View** to see candidates organized by stage.

## Step 4: Review the Pipeline

The board displays assigned candidates in stage columns, making it easier to understand pipeline health at a glance.

## Use Cases

### Daily Pipeline Review

Use board view during standups or recruiter check-ins to see which candidates need action.

### Stage-Based Follow Up

Filter attention by stage, such as candidates waiting for interview feedback or offer approval.

### Recruiter Coaching

Managers can review pipeline shape and identify where candidates are slowing down.

## Troubleshooting

### Board View Is Empty

Make sure candidates have been assigned to the job. If the job has no assigned candidates, the board will have nothing to show.

### Candidate Is in the Wrong Column

Update the candidate’s talent stage from the board, job candidate list, or candidate profile.

### I Cannot Access Board View

Check your role permissions for Jobs and Candidates.

## Frequently Asked Questions

### Is board view available for every job?

Board view is used for job candidate pipelines. Availability may depend on your account setup and permissions.

### Does board view replace the candidate list?

No. It complements the list view. Use board view for visual stage tracking and list view for detailed tabular review.

### Can I use board view with the Matches module?

The board is job-specific. The Matches module gives you a cross-job view of candidate-job assignments.

## Related guides

[Change Candidate Stages](https://atzcrm.com/help/candidate-management/candidates/change-candidate-stages/) [Assign and Unassign Candidates to Jobs](https://atzcrm.com/help/candidate-management/candidates/assign-candidates-to-jobs/) [Matches Module](https://atzcrm.com/help/candidate-management/candidates/matches-module/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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