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Predefined and Custom views

Learn how to create, customize, organize, share, and delete views for the jobs you need to monitor.

Your Jobs page brings together the jobs you have access to. Views help you decide which jobs appear, how they are sorted, and how they are displayed, so you can switch between a quick overview and a detailed breakdown.
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There are two kinds of views: predefined views that come with Recruitee and custom views that you create yourself. This article explains the difference and shows you how to create, save, organize, and delete custom views.

Note: You need access to the Jobs section to open the Jobs page and its views.


Predefined views

Predefined views are ready-made and come with every Recruitee account. Everyone in your company can see them, and you'll find them in the sidebar on your Jobs page:

  • All — every job in your company, whatever its status

  • Active — all published jobs, whether they're published on your careers site or internally

  • Followed — the jobs you follow

  • I'm involved in — the jobs where you're the recruiter or the hiring manager

  • Archived — jobs that are no longer visible to candidates, which you can retrieve at any time

You may also see a Jobs to update view. It appears only while your company still has jobs on the old job description editor, and it lists exactly those jobs so you can switch them over.

You can adjust a predefined view while you're using it — change the layout, add filters, group the results — but you can't rename it, change who can see it, or delete it. Those options are grayed out.

Note: Your changes to a predefined view stay with you and follow you between sessions. Everyone else still sees the original.


Custom views

Custom views are the ones you and your colleagues build. They're a way to narrow your search down to the jobs you care about and show only the information that's relevant to you or your team.

When you create a custom view, you decide who can see it:

  • Only me — visible to you alone

  • Selected team members — visible to the people and hiring roles you pick

  • Everyone at your company — visible to all team members

Important: There's no separate permission for editing views. Anyone who can see a custom view can also change or delete it for everyone. If you want a view to stay exactly as you set it up, keep it visible to you only.


Create a custom view

There are three ways to create a custom view: start from a blank one, save your changes to an existing view, or duplicate a view you already have.

Start from a blank view

Go to Jobs.

Click New view at the bottom of the sidebar.

Enter a name for your view. A name is required before you can save.

To give the view an emoji instead of the default icon, click the icon to the left of the name and pick one.

Choose a layout: List, Table, or Board. List is selected by default. Under Visibility options, choose who can see the view. New views are visible only to you.

Click Save view.

Your new view appears in the sidebar, and you can keep editing it from there.

Save your changes as a new view

This is the way to keep changes you've made to a predefined view.

Open any view and adjust it — change the filters, sorting, grouping, layout, or properties. Click Save as new view next to the view's name.

Give the new view a name, choose a layout and visibility, and click Save view.

The original view is left untouched, and your new view is added to the sidebar.

Duplicate a view

Open the view you want to copy.

Click the ••• button above the list to open View settings.

Click Duplicate.

Click Duplicate view to confirm.

The copy takes the original name with a number added, such as My open roles (1). A copy of a predefined view always starts out visible only to you.

Note: You can only duplicate a view that has already been saved.


Edit a view

Open a view and use the controls above the job list, or click the ••• button to open View settings. From there you can change:

  • Name and icon — rename the view or give it an emoji. Custom views only

  • Filters — adjust the values applied or add new filters to narrow down your results

  • Sorting — order the jobs to suit how you work

  • Grouping — group jobs by department, status, location, recruiter, and more, in any layout

  • Layout — show your jobs as a List, a Table, or a Board

  • Properties — choose which job information the view displays

  • Pinned filters — keep your most-used filters visible above the list as quick filters

  • Visibility — control who can see the view. Custom views only

  • Swimlanes — add a second level of grouping that splits a board into sub-groups. Board layout only

  • Auto-fit table — adjust column widths automatically to fit the page. Table layout only

For step-by-step help with filters, sorting, grouping, layouts, and properties, please see Manage your job views.

Save or discard your changes

Once you've changed something, two controls appear next to the view's name:

  • Save view — on a custom view, this opens a menu with Save view, which updates the current view for everyone who can see it, and Save as new view, which leaves the current view alone and saves your changes separately. On a predefined view, only Save as new view is available

  • Clear changes — the arrow icon next to the save button. It discards your unsaved edits and returns the view to its last saved state

  • Undo — after you clear your changes, a Changes cleared message appears with an Undo button, so you can bring them back

Important: Your edits are saved automatically as you make them, but only for you. Nobody else sees them until you save the view.


Organize your views in the sidebar

You can rearrange the sidebar to put the views you use most at the top:

  • Drag any view up or down the list to reorder it

  • Click Show more at the bottom of the list to see the rest of your views, and Show less to collapse them again

  • Read the number next to each view to see how many jobs it currently contains

Note: The order you set applies to your sidebar only. It doesn't change how views are arranged for anyone else.


Delete a custom view

Open the view you want to remove.

Click the ••• button above the list to open View settings.

Click Delete.

Click Delete view to confirm.


Predefined views can't be deleted. The Delete option stays grayed out, with a tooltip explaining why.

Important: Deleting a view is permanent and there's no undo. If the view was shared, it disappears for everyone who could see it.


How teams use job views

Job views can help you focus on the roles you work with most or give your team a shared way to track hiring progress. Here are two common ways to use them.

Give your team a shared view of active roles

If your recruitment team works together on active roles, create a shared board that shows who is responsible for each job. Create a view called Active roles by recruiter, choose the Board layout, and group the jobs by recruiter. Add a swimlane for department and set the visibility to Everyone. Your colleagues can then open the shared view and move it higher in their own sidebar for easier access.

Give your team a shared view of active roles

If your recruitment team works together on active roles, create a shared board that shows who is responsible for each job. Create a view called Active roles by recruiter, choose the Board layout, and group the jobs by recruiter. Add a swimlane for department and set the visibility to Everyone. Your colleagues can then open the shared view and move it higher in their own sidebar for easier access.


Frequently asked questions

Can I delete a predefined view I never use?

No, predefined views can't be deleted or hidden. You can drag them to the bottom of your sidebar so they're out of the way, and click Show less to collapse the list.

I changed a predefined view yesterday and the changes are still there. Is everyone seeing them?

No. Unsaved changes to a view are kept for you only, which is why they're still there when you come back. Everyone else sees the original.

Someone else changed a view we share. Can I get the old version back?

Not automatically. Once a view is saved, the previous setup is replaced. If you need a version that won't change, duplicate the view and keep your copy visible only to you.

Why can't I set a view to Selected team members?

That option depends on your plan. See Manage visibility for the details.

Does reordering my sidebar affect my colleagues?

No. The order is personal to you.


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