For those agencies that thrive on color coding their dashboards to visually optimize their workflow, this feature is for you. These steps will show you how to color code certain statuses, tags, or Client/Candidate types to quickly identify, on a visual level, the items that matter most to you.
Navigate to either the Client or Candidate Dashboard and select the gear icon at the top of the Client or Candidate table.
Scroll about halfway down this pop-up until you see the labels for color for each (status/type/tag) in the table label.
Click the + icon add a new color coded status, type, or tag.
Click the dropdown menu to select which status, type, or tag you wish to color code.
Click the color box to the right to adjust your color of choice.
If your preferred color doesn’t appear on this screen, you can choose a custom color by clicking the color bar. From there, either select a shade or click the bottom of the color pop-up to switch between different color systems and enter your desired color. Click OK to save your selection.
When you're finished adding in all the color coding to the status, types, or tags, click Submit to save your work.
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