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Matching & pipeline

Create a job from a client brief

Written By Talenkai

Last updated 23 days ago

A clean job card is the difference between useful scores and noise.

From the Inbox

  1. Open a classified job email.

  2. Confirm client/agency, skill, languages, modality, location, duration, and rate ceiling.

  3. Save the job.

  4. Open it, run matching, then work the kanban.

Manual create

  1. Go to Jobs / Offers.

  2. Create a job and fill the same commercial fields.

  3. Attach or paste the description clients will recognize.

  4. Save and match.

What to get right before matching

FieldWhy

Main skill / required skills

Main-skill gate

Languages

Language gate

Modality / location

Feasibility gates

Rate ceiling

Rate criterion

Min. experience

Experience gate

Client / agency

Routing and templates

Messy forwards

You can still create the job from a chaotic email; plan one edit pass on the job card before you trust scores or send first contact.

After the brief changes

Update the job fields and recalculate matches. Keep kanban cards you already advanced; refresh is for suggestions and scores, not for throwing away pipeline history.

Related: Understanding match scores, Kanban and follow-ups.