Projects overview

A project is the workspace for a single role you’re hiring for — it scopes everything you do in Clarvo.

A project is where all the work for one role lives. Instead of a single shared pile of candidates, Clarvo organizes everything you do — searching, shortlisting, and outreach — under the project it belongs to. The project you’re currently working in is shown as Current Project in the sidebar.

What a project contains

Everything below is scoped to the project — it belongs to that role and doesn’t leak into others:

Searches

Every search you run lives inside the active project, so your candidate pool stays specific to that role.

Shortlist

Each project has its own shortlist of candidates you’re pursuing for that role.

Sequences

Outreach sequences run within the project, against that project’s candidates.

Because searches and shortlists belong to a project, switching the Current Project changes which searches, shortlist, sequences, and conversations you see. Make sure you’re in the right project before you start working.

Why projects matter

1. Keep roles separate

   Run multiple roles at once without candidates, searches, or outreach getting mixed up.

2. Collaborate with the right people

   Control who can see and work on each project with visibility and access settings.

3. Track each role's status

   Each project shows its status at a glance and moves through its lifecycle as the role progresses — see Managing projects.

A typical project lifecycle

1. Create the project

   Set it up for the role, choose who can see it, and assign collaborators. See Creating projects.

2. Source candidates

   Run searches and add matches to the shortlist.

3. Reach out

   Launch sequences and manage replies in Conversations.

4. Wrap up

   Close the project once the role is filled.