Workspace
Default pipeline stages
Set the default candidate stages applied to every new form in your workspace.
What it is
Your workspace has a set of default stages that are added to every new form when it's created - by default New, Shortlisted, and Archived. Editing them here changes the starting pipeline for future forms (it doesn't rewrite existing forms).
Set them
- Go to Settings → Workspace defaults → the Stages row ("Every time a new form is created, these stages will be added by default").
- Click Manage to open Default stages.
- Add, rename, reorder, or remove stages. New stays first and Archived stays last.
Notes & limits
- Default stages apply to new forms only - existing forms keep their own stages.
- To change the stages on a specific form, do it on that form's Responses page - see Stages.
- Admins manage default stages.
Add members to a workspace (and set roles)
Invite teammates to your workspace and choose their role (Admin, Member, or Referrer). Only workspace Admins can manage members.
Set up your public page
Set up your workspace's public page - choose its link/handle, control which forms appear, customize it, and share it with candidates.