We know that speed is everything when you’re managing a busy talent pipeline. To help you stay in your flow, we’ve moved the Add to Project button out of the hidden menus and placed it right where you need it most. This change is all about reducing the "click tax" on your daily tasks, making it faster than ever to move talent from a search to a specific project.
Why the Change?
Previously, adding a person to a project felt like a bit of a scavenger hunt—you had to hover over a record, click a three-dot menu, select "Add to Project," and then finally search for your file.
By moving this action to a dedicated icon on the People Index, Side Panel, and Full Profile, we’ve turned a multi-step process into a near-instant action. While it might look a little different at first glance, we promise your fingers will thank you for the saved clicks!
Where to Find "Add to Project"
You will now see the new Project Icon in three key locations:
The People Index: Instead of hovering for the three-dot menu, look for the new icon directly on the bottom-center of the person’s card.
The Side Panel: When you click a name to get a quick preview, the "Add to Project" icon is right there in the panel.
Full Profile View: If you are diving deep into a candidate's resume and details, you can still trigger the project add-on directly from the header of their full profile.
How to Add Someone to a Project (The New Way)
If you’re used to the old menu, follow these simple steps to master the new workflow:
Step 1: Navigate to the People tab.
Step 2: Locate the person you want to add.
Step 3: Click the Add to Project icon (found on the left side of the card).
Step 4: A search field will open immediately. Type the name of your project, select it, and you're done!
Note for Power Users: The old "three-dot" menu still exists for other administrative actions, but the "Add to Project" function has officially "moved out" to its own home on the card for easier access.
Quick add to a list
You can also add someone to a list without opening menus.
From a People index card, side panel, or full profile, click the Add to List quick-action icon.
Choose the list you want.
Confirm — the person is added, subject to your list permissions.
These quick actions sit alongside Add to Project so high-frequency workflow moves stay one click away.
FAQ
Where did the "Add to Project" option go in the three-dot menu? It has been removed from that dropdown to prevent redundancy and moved to a dedicated icon on the person’s card. If you're looking in the menu and can't find it, look just to the left of the name!
Does this change how I search for projects? Nope! Once you click the new icon, the search behavior remains exactly the same. You can still type to find any active project in your system.
Can I still add people from the side panel? Yes! The new icon is available in the side panel view, so you don't have to open a full profile just to add someone to a search.