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Recruit Board

Follow the steps below to create a new Recruit Board:

1. Hover over the Recruits tab

2. Click Recruit Board

3. Click the New Board icon  to create a new board 

4. Type the name of your new Recruit Board

5. Click Save Recruit Board Name

6. Type each position that you would like to add to your Recruit Board

7. Click Add to List

Repeat steps 6 and 7 until all positions have been added

8. Update the sort order of the positions (as necessary)

9. Click Go Back to My Recruit Board

Continue with the steps below to add recruits to your new Recruit Board:

10. Click the Add Recruits to Board icon 

11. The Add Recruits to Board menu will appear on the left side of the screen, use the search options to filter the displayed recruits

12. Click to drag and drop recruit tiles from the menu on the left to the corresponding position on the Recruit Board

Note: As you make updates to your Recruit Board, you will be prompted to save your changes. Click Save to verify the updates you've made. 

 

Follow the steps below to re-name your Recruit Board:

1. Hover over the Recruits tab

2. Click on Recruit Board

3. Use the Select Board dropdown to select the Recruit Board you would like to re-name

4. Once the Recruit Board has been selected, click the Change Board icon 

5. Type your updated Recruit Board name

6. Click Update Recruit Board Name

7. Click Go Back to My Recruit Board

 

Follow the steps below to edit the positions on your Recruit Board:

1. Hover over the Recruits tab

2. Click on Recruit Board

3. Use the Select Board dropdown to select the Recruit Board you would like to edit the positions for

4. Once the Recruit Board has been selected, click the Change Board icon 

5. Type each position that you would like to add to your Recruit Board

6. Click Add to List

Repeat steps 6 and 7 until all positions have been added

7. Update the sort order of the positions (as necessary)

8. Click Go Back to My Recruit Board

 

 

 

Follow the steps below to change tile colors in your Recruit Board:

1. Hover over the Recruits tab

2. Click on Recruit Board

3. Use the Select Board dropdown to select the Recruit Board you would like to update tile colors for

4. Click the Change Tile Colors icon 

5. Use the Manage Tile Colors By: dropdown menu to select the field you wish color code

Note: Options include any dropdown custom field or the Offered/Committed/Signed fields.

6. Once the field has been chosen for color coding, select colors based on your Recruiting Criteria 

7. Click Save & Return 

 

 

Follow the steps below to remove a recruit from your Recruit Board:

1. Hover over the Recruits tab

2. Click on Recruit Board

3. Use the Select Board dropdown to select the Recruit Board you would update/remove a recruit from 

4. Click the Add Recruits to Board icon 

 

5. The Add Recruits to Board menu will appear on the left side of the screen. Click on a recruit tile to drag and drop from your Recruit Board to the bank of recruits on the left 

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