Ideas

Optimise Adding Projects in People Record

If there was a dropdown box for Project Status (for which you could set a default - such as Active) beside the Add to Project dropdown box, this would speed up the highly repetitive step of adding projects to a person.

  • Darryl Garbutt
  • Nov 4 2020
  • Planned
  • Attach files
  • Admin
    Clockwork Product commented
    July 28, 2021 15:02

    Thank you for being an invested Clockwork User!

    We have updates coming in the next week to the Person and Candidate Panels which include a new Candidate on Projects card. This card will allow you to edit candidate details for projects they are on and add a person as a candidate to projects they are not on.

    The projects drop down is sorted as follows:

    • By Project Status, Active then Closed projects;

    • then, within the Project Status, they are sorted by created date.

    This does not provide a filter, to focus only on active projects, however, it does surface the active and recent projects at the top of the drop down list.We would love your feedback once this update is released.

    Thank you,

    The Clockwork Product Team