Kanban & follow-ups

The job kanban is the shared pipeline for everyone on the desk. Each card is a match (candidate ↔ job) moving through stages such as contacted, interview, offer, won, or lost (exact column labels follow your UI language).

How to work the board

1. Open a job → Kanban view.

2. Drag or advance cards when the real-world step changes (email sent, interview booked, offer out).

3. Open the card for score, emails, and next action — do not leave status updates only in your head or in a private mailbox.

4. Recalculate matching when the brief changes; recalculation is designed to refresh suggestions without wiping the pipeline you already moved.

Follow-ups

Set or complete follow-up dates so stalled matches surface on the dashboard and in lists that need a nudge. A match that sits “waiting for CV” with no date is how placements go cold.

Desk rules that work

• One owner visible on the card when several recruiters share the job.

• Move the card the same day you send the email or book the interview.

• Lost/won should be explicit — do not leave zombies in “interview” for weeks.

• Use discard/reject flows when a candidate is out, with a reason if the UI asks for one.

Handoffs

Because the board is shared, another recruiter can continue from Outbox + kanban without forwarding a private Gmail thread. That is the point of boutique mode.

Related: Dashboard, Review queue, From won match to contract.