This article covers the Projects tour — the heart of your day-to-day work in Thrive 2.0. It walks through projects end to end: navigating a project, working a candidate, customizing project details, sharing with hiring managers, and running the offer process.
A quick tip: the Candidate Overview video builds on the People Profile video in the People article, so watch that one first if you haven't yet.
Questions as you go? Reach out to your CSM, and share ideas through Submit Product Feedback (Home icon → Send us a message).
Tour 3: Projects
Project Overview
The first in our projects series — an overview of how projects work in Thrive 2.0, from creating one to navigating your candidates.
In this video:
Creating a project from the (+) icon anywhere in the app (job title, hiring company, plus optional location, team lead, and additional team access)
Three ways back into an existing project: global search, the Projects index, or your Hub
Project info, candidate search, filters, and sort options across the top
List view and card view, with later stages at the top and earliest stages below
Candidate cards showing title, company, location, off-limits and hide-from-hiring-manager flags, tags, recent activity, and quick actions (outreach, event, note, scorecard)
A new multi-select for bulk actions like adding to a project or list, tagging, moving stages, or changing owner
Candidate Overview
A closer look at a single candidate — building on the people profile, with the pieces specific to a candidate in a project. If you haven't watched the People Profile video yet, start there.
In this video:
A candidate-specific section at the top of the Overview tracking outreaches, notes, events, and scorecards completed for this project
Candidate-specific custom fields you can complete
A toggle across outreach, scorecards, events, and more to view items for all of a person's projects or just this one
New note sharing: private drafts saved automatically (lock icon), then shareable to your internal team or to everyone (clients and hiring managers), with viewer or editor access
Project Details
Click the job title to open everything you can customize and track at the project level.
In this video:
Sections for overview, notes (with the same sharing options), outreach and events, the offer process, a full activity timeline, and a new Analytics tab (pipeline, rejections by reason, candidates added by week, candidate pool)
Contract info, project documents, off-limits, team tasks, and a team-management tab for internal and external users
A new Strategy tab to add tags, target companies, benchmark candidates, and similar projects — and to build scorecard templates directly or from Admin-built templates
The Source Candidates engine: Thrive's recommendations with relevancy scores, save-for-later and pass options, and a new Past Projects function to review candidates from your prior work
More Actions reporting: a project report and a brand-new pre-call agenda to prep for client check-ins
Hiring Manager View
See your project the way your clients and hiring managers do, through the new hiring manager portal.
In this video:
Launching it from More Actions → View as hiring manager
Shows only candidates marked visible, with assessments, notes, and interviews
Hiring managers can prioritize and deprioritize, filter (by primary company, location, rejection reason), and add their own notes for you to see
A project summary and interview schedule on the right side
A way for hiring managers invited to multiple projects to switch between them from their own hub
Offer Process
How to move a candidate through the offer stage, from drafting an offer to recording the outcome.
In this video:
Dragging a candidate to the Offer stage auto-populates an offer sheet defaulted to that candidate
Setting offer and start dates, attaching documents, and adding compensation (cash, equity, total) — or turning comp off to complete later
Create to put the offer in a pending state
Recording the result by dragging to Hired or Rejected, including whether the candidate declined or the team passed, with a reason
Updating compensation and start date anytime afterward