Projects

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Projects

Projects are the primary organizational feature in Juicebox, helping you segment searches and shortlisted profiles.

Overview of Projects

Projects act as folders, which can hold both searches and shortlisted candidates. We recommend creating a new project for each new role or target audience that you’re kicking off. You can create a new project by selecting “Create New Project +.”

Project Categories

When launching a project, you will be asked to select between one of three different types of projects on Juicebox:

Private Projects

Projects that are hidden from the organization. Only collaborators can see these projects.

[Enterprise-only] Team Projects
Organization Projects

Project Collaborators

You can share your project with collaborators. In the case of a private project, this will only give you and them access, while in the case of a team project, it will give the full team access.

Home Screen (Projects)

The projects will appear in your home screen depending on the categorization. The “Your Projects” section includes both private projects as well as shared projects that you created, while the “Organization Projects” section includes projects shared across your team.

Your Projects

Your Projects are projects that you created, i.e. every time you kick-off a new search on Juicebox. As the owner of the project, you can also change the project title or delete the project. Your name is associated with the project, and other organization members will be able to see the same.

Team/Organization Projects

Team Projects are projects created by your team members. You can identify which team member created each project, the date it was created, and the number of shortlisted contacts.

💡

Private Projects will not be shared with your team or organization. You can gives access by adding collaborators. Note: your admin may still be able to access private projects.

Switching Projects

There are two ways to switch between different projects:

Switch projects from the projects page
Switching projects from other pages

PeopleGPT search page
Shortlist page

To switch projects on the projects page, simply select the project you’d like to switch to.

To switch projects from the PeopleGPT search page, or the shortlist page, use the project selector in the top left.

Closing Projects

You can close a project by using the drop-down to click “Close Project.” Closing a project moves it to the bottom of the projects screen. You will no longer be able to access project details when a project is closed. Closed projects include details on who closed the project, and when they did so.

When a project is closed, it no longer counts as an active project in your plan.

Re-Opening Projects

To re-open a project, simply click on a closed project and select confirm Re-opening a project will have it count against your active project limit.

Have questions on projects? Don’t hesitate to reach out to the team at support@juicebox.work

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Integrations

Hiding Profiles

On this page

Projects
Overview of Projects
Project Categories
Project Collaborators
Home Screen (Projects)
Switching Projects
Closing Projects
Re-Opening Projects