Recruitment team

A hiring pipeline that tracks roles and candidates together — from hiring request to onboarding, with sources and seniority built in.

About this template

This board gives you one shared hiring pipeline: keep open roles and candidate cards in the same system, without losing structure.

Stages cover the full flow from request and role setup through sourcing, interviews, assessment, and offer — ending in onboarding or rejection, so your pipeline stays accurate.

Use Seniority and Remote flags to filter quickly, Source tracking to measure channel quality, and a relationship field to connect candidates to the right roles.

What's inside

Columns included

Hiring requestRole setupOpen rolesSourcing & screeningInterviewsAssessmentOfferHired / OnboardingRejected / Dropped

Task types

OpsProductDesignTechMarketingFinanceOtherRoleCandidate

Custom fields

OtherSenioritySourceRemoteRole–Candidate Relationship

Key features

  • End-to-end hiring stages (request → onboarding)
  • Separate role and candidate task types
  • Department categorization for easy filtering
  • Source attribution to evaluate channels
  • Role–Candidate linking for clean coordination

Who is this template for?

  • Recruiters and talent acquisition
  • HR teams
  • Startup hiring managers
  • Teams running multiple roles at once
  • Agencies helping clients hire

How to use this template

Use this board to manage open roles and candidate flow together, so sourcing, evaluation, and hiring decisions stay connected.

Step 1

Open roles with the right structure

Start in Hiring request and Role setup, then move approved openings into Open roles. Use task types like Role and Candidate to keep requisitions separate from people in the pipeline, or use department-based types like Ops, Product, Design, or Tech to categorize by function.

Step 2

Run the candidate pipeline cleanly

Move candidates through Sourcing & screening, Interviews, Assessment, and Offer with clear ownership at each stage. Use Source, Seniority, and Remote to filter quickly and understand which profiles are progressing.

Step 3

Close the loop from offer to onboarding

When decisions are made, move work into Hired / Onboarding or Rejected / Dropped and keep the Role–Candidate Relationship field accurate. That gives you one reliable record of how each role was filled and where candidates dropped out.

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Frequently asked questions

What stages are included?

Stages cover request and role setup through sourcing, interviews/assessment, offer, and onboarding, plus rejection/closed outcomes.

Can I track both roles and candidates?

Yes! Role and Candidate are separate task types and can be linked.

Can I track seniority levels?

Yes! Junior/Middle/Senior are pre-set and editable.

How do I avoid losing candidates between stages?

Add an "Owner" field per candidate and a rule that no candidate moves without next step + date.

How do I track funnel metrics?

Use the Source field + stage counts. For deeper metrics, add a "Rejected reason" field and review monthly.

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