Feature Update: Dashboard Widgets

The CATS dashboard is now even more customizable than before! Now, you can add multiple Pipeline Summary widgets to your dashboard and customize what workflow statuses you want each to include. Also, you can now view active job orders on your dashboard with our new widget (cleverly named Active Job Orders) and quickly filter by owner and/or recruiter.

Check out the step-by-step guide for each of our new improvements:

Multiple Pipeline Summaries

Customize your Pipeline Summary widgets to quickly see how many candidates you have in each step of the process. Add multiple Pipeline Summaries and view more real-time information on your dashboard.

1. At the top right of your dashboard, click “Add Widget.”

2. In the “Candidates” section, click the green plus sign next to “Pipeline Summary” to add the widget to your dashboard.

3. To edit this Pipeline Summary widget, move your cursor over the widget title bar and click the pencil icon in the top right corner.

Remember – you can rearrange your dashboard layout by clicking on a widget header and dragging the widget where you want.

4. Click on the dropdown next to each option to select which statuses you want to be displayed on the widget.

Note: This is also where you can customize the widget title.

5. When you have selected the 4 options that you wish to display in this pipeline summary widget, click “Save.”

6. Your Pipeline Summary widget will now display the changes you made.

Active Job Orders

You can now display your active job orders and quickly filter those jobs by owner and/or recruiter.

1. At the top right of your dashboard, click “Add Widget.”

2. In the “Job Orders” section, click the green plus sign next to “Active Job Orders” to add this widget to your dashboard.

3. To edit/filter the Active Job Orders widget, move your cursor over the widget title bar and click the pencil icon in the top right corner.

Remember – you can rearrange your dashboard layout by clicking on a widget header and dragging the widget where you want.

4. Start typing the owner name and select the correct person that you would like to filter by. To filter by recruiter, simply follow the same process in the recruiter section.

Note: This is also where you can customize the widget title.

5. When you have selected the owner and/or recruiter, click “Save.”

6. Your custom Active Job Orders widget is now complete.