Pipeline Management
The Pipeline page
The Pipeline page gives you a single view of every candidate across all your roles. You can access it from the sidebar — it sits alongside your Inbox and role list.
Candidates are shown in a swimlane board grouped by stage (Saved, Intro requested, Intro made, and Archived). Each role gets its own row, so you can see at a glance where things stand across your entire hiring pipeline.
You can filter the Pipeline by role — including your pinned roles — search for specific candidates, and sort by recent activity or candidate count. If you want to focus on a single role’s pipeline, click into that role from the sidebar.
Pipeline stages
New candidates Jill finds appear in that role’s Candidates tab, under Unread. A teammate can save a candidate to move them into Pipeline → Saved. The Pipeline tracks candidates once your team starts working with them:
- Saved: A teammate saved this candidate for later consideration.
- Intro requested: You’ve asked Jill to reach out. See Introductions for how this works.
- Intro Made: Jill has introduced you and the candidate over email (after the candidate has accepted your Intro request).
- Archived: The candidate passed, or you passed before intro, or you passed after intro, or you hired them!
The pipeline updates automatically as candidates move through the process. You can mark candidates as Archived or Hired from any stage after Intro Made. You can also unarchive a candidate if you change your mind — they’ll return to their previous stage so you can pick up where you left off.
Discovering, saving and passing
Discover: Open a role’s Candidates tab to review new candidates Jill found. Learn more in Search and Candidate Discovery.
Save: Save a candidate from Candidates to keep them in Pipeline → Saved. Your choice also helps Jill learn what you’re looking for.
Pass: Remove the candidate from active consideration. Jill learns from passes too — if you consistently pass on candidates with a certain academic or professional background, she’ll deprioritise similar profiles.
How discovery and saved candidates interact: New searches update the role’s Candidates tab; candidates you’ve saved stay in Pipeline → Saved across searches. Work through Saved to request intros or pass, then return to Candidates when you’re ready for more.
Candidate notes
You can add notes to any candidate in your pipeline. Notes are visible to your team by default: you can use them to record interview feedback, flag concerns, or leave context for teammates. Equally, you can toggle to “Only you” for private notes.
Jill can also see your notes, which gives her additional signal about what you’re looking for.
ATS integration
If you use Ashby, you can connect it to Jack & Jill so your pipeline stays in sync. See the Ashby Integration Guide for setup instructions.