How to Create Recruiting Views in ClickUp

Using ClickUp for recruiting helps you organize candidates, standardize hiring stages, and keep your hiring team aligned in one workspace. This guide walks you step-by-step through creating and customizing recruiting views so you can track applications efficiently from first contact to final decision.

This article is based on the official documentation for creating recruiting views, which you can review at the original ClickUp recruiting views help center page.

Plan your recruiting process in ClickUp

Before building views, outline how your recruiting pipeline will work in ClickUp. Decide where you will store candidate data, what stages you need, and which views will support your team’s day-to-day activities.

Typical planning decisions include:

• Whether each job posting gets its own List, or if you manage multiple roles in a single List.
• Which custom fields you need to capture resume links, interview dates, and hiring stages.
• Which team members should be able to see or edit specific recruiting views.

Having a clear plan ensures each ClickUp view you create supports a specific recruiting goal, such as screening candidates or coordinating interviews.

Set up your recruiting Space and Lists in ClickUp

Next, prepare the structure that your recruiting views will rely on. The exact setup can vary, but many teams follow a consistent structure in ClickUp to simplify hiring across roles.

Create a recruiting Space in ClickUp

Start by creating or designating a Space dedicated to talent acquisition.

1. Create a new Space and name it something like “Recruiting” or “Talent.”
2. Configure Space-level settings, such as default views and sharing options.
3. Define user access so recruiters, hiring managers, and HR leaders have the right permissions.

This Space becomes the central hub for all your ClickUp recruiting workflows.

Add job-specific Folders and Lists in ClickUp

Within your recruiting Space, set up Folders and Lists to organize open positions.

1. Create a Folder for each department or hiring category, such as “Engineering” or “Marketing.”
2. Inside each Folder, create a List for each role, like “Senior Backend Engineer” or “Content Strategist.”
3. Use tasks to represent individual candidates within each List.

This structure makes it easy to build ClickUp views that group candidates by role, team, or hiring status.

Use custom fields in ClickUp for recruiting data

Custom fields allow you to capture all information you need for each candidate inside ClickUp. Setting these up first ensures your views can filter and sort candidates effectively.

Common recruiting custom fields include:

• Position applied for: To confirm which role the candidate wants.
• Source: Where the candidate came from, such as a job board or referral.
• Stage: Current step in the recruitment pipeline, like “Screening” or “Offer.”
• Resume link: A URL to the candidate’s resume document.
• Interview date: Scheduled interview time for easy scheduling.
• Salary range: Expected or offered compensation.

Once these fields are added to your recruiting Lists in ClickUp, you can use them in every view to filter, group, and sort candidate tasks.

Build Board views in ClickUp for pipeline tracking

Board views are ideal in ClickUp for visualizing your recruiting pipeline as candidates move from stage to stage. Each column in a Board view usually represents a different step in your hiring workflow.

Create a pipeline Board view

1. Open your recruiting List or Folder in ClickUp.
2. Add a new view and choose the Board type.
3. Group tasks by your pipeline field, such as a “Stage” custom field or task Status.
4. Rename columns to match your process, for example: “Applied,” “Screening,” “Interview,” “Offer,” and “Hired.”
5. Save the view and make it visible to your recruiting and hiring manager team.

You can now drag and drop candidate tasks between columns as they progress through the pipeline, giving your whole team a real-time overview of recruitment in ClickUp.

Customize Board view filters and sorting

To keep your pipeline focused, apply filters and sorting options in your Board view:

• Filter by assignee to see only candidates owned by a specific recruiter.
• Filter by Source to evaluate how candidates from a certain channel are performing.
• Sort by Interview date so upcoming conversations appear at the top of each column.

Saving these settings creates a consistent experience every time you open the Board view in ClickUp.

Create List views in ClickUp for detailed candidate data

List views show rows and columns, making them ideal for detailed recruiting data analysis in ClickUp. You can show many custom fields at once for side-by-side comparison.

Set up a candidate List view

1. From your recruiting List or Folder, add a new List view.
2. Show relevant columns such as Stage, Source, Interview date, and Resume link.
3. Adjust column order to highlight your most important fields first.
4. Resize columns so long text fields, like notes, remain readable.

This structured layout helps recruiters quickly scan candidate details and take action without opening each task.

Filter and group in List view

Use filters and grouping in your List view to answer specific questions about your recruiting process in ClickUp.

• Group by Stage: See how many candidates are in each pipeline step.
• Filter by Department: Review only the candidates for a specific team.
• Filter by Date range: Focus on candidates added or updated within a given timeframe.

Saving these filters creates reusable views tailored for different recruiting stakeholders, such as HR leaders or individual recruiters.

Use Calendar and Timeline views in ClickUp for interviews

Scheduling interviews and managing timelines becomes easier with Calendar and Timeline views in ClickUp. These views help you visualize upcoming candidate interactions and hiring deadlines.

Create a Calendar view for interviews

1. Open the List or Folder containing your candidate tasks.
2. Add a new Calendar view in ClickUp.
3. Select the date field you use for interviews, such as an “Interview date” custom field.
4. Choose whether to display tasks by start date, due date, or a custom date field.

This view shows interviews on specific days, helping recruiters avoid scheduling conflicts and plan their time.

Build a Timeline or Gantt view for hiring plans

A Timeline or Gantt view in ClickUp can display the entire hiring plan for a role or department.

1. Add a Timeline or Gantt view to your recruiting Folder.
2. Use start and due dates to represent expected hiring windows.
3. Group or color tasks by Stage or role to differentiate candidate groups.

This helps HR and leadership see how current recruiting efforts align with company headcount goals.

Share and manage recruiting views in ClickUp

Once your views are set up, configure sharing and permissions in ClickUp so the right people have access without exposing sensitive data unnecessarily.

Control access to recruiting views

In each view, adjust sharing options:

• Make some views visible only to your core recruiting team.
• Share high-level pipeline views with hiring managers or executives.
• Limit edit access to avoid accidental changes to filters or grouping.

Thoughtful access control ensures recruiting data stays accurate and compliant.

Save templates for reusable ClickUp recruiting views

After you create effective recruiting views, consider turning them into templates in ClickUp.

• Save Board, List, and Calendar configurations as templates.
• Apply these templates to new roles or departments for consistent setups.
• Standardize custom fields and naming conventions across the entire recruiting Space.

Template-based views allow your team to spin up new hiring pipelines quickly while maintaining best practices.

Next steps and optimization resources

If you want help designing scalable hiring workflows beyond what ClickUp offers out-of-the-box, you can work with specialists who understand both process design and platform configuration. For advanced workspace design, automation strategy, and training, visit Consultevo for consulting options.

By setting up structured views across Board, List, Calendar, and Timeline layouts in ClickUp, your team can track every candidate clearly, reduce manual work, and make faster, better hiring decisions.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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