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How to Create Tabs to Organize Candidates
How to Create Tabs to Organize Candidates

Organizing your candidates in tabs makes it easier return to filtered views of your candidate list -- communicate, assign, and export data around a specific set of candidates (ex: send a mass message to all of your male candidates).

Greg Vendetti avatar
Written by Greg Vendetti
Updated this week

1. Login to your RiseKit account at Staff Portal.

2. Move your mouse toward the left-hand menu.

3. Click on Candidates.

4. Click on Filter Options at the top of the window.

5. Define the filters you'd like to apply to your candidate list. When done, click Apply Actions.

5. Returning to your now filtered candidate list, ensure that the right candidates are included. Once ready, find and click New View* among the tabs at the top of the window.


​5. Enter the name of your new tab and click Save View.

Editing Tabs

1. To change the saved filters under an existing view (Tab), click on the Tab you wish to change.

2. Click Filter Options and add/change your saved filters. When done, click Apply Actions.

3. After returning to your new filtered view, click on New View* > Save Changes, Revert Changes, or Save as new view.

Managing Tabs

1. To update the Tabs you see, select Manage Tabs... at the top of the window.

2. From here, you will see the Tabs that are/will be visible to you under My Directory Tabs View. To add or remove tabs, add/remove checks from the lists of tabs Created by Me and Created by Others. You will see your changes reflected in the directory.

3. Once you're done making changes, click Save Preferences.

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