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 Projects
Creating and Managing Projects, Candidate Views
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 — use the (+) icon anywhere in the app; required fields are job title and hiring company, with optional location, team lead, and additional team access
Getting back to a project — via global search, the Projects index in the left panel, or directly from your Hub
Project header — job title (links to full search details), time open, hiring company, assigned team members, plus toggles for list/card view, candidate search, filters, and sort
List view — candidates organized by stage, with later stages at the top and earliest stages below
Candidate cards — show current title, company, location, off-limits and hide-from-hiring-manager flags, tags, recent activity, contact methods, and to-dos
Quick actions — add outreach, log an event, write a note, or complete a scorecard directly from the card
Card view — scroll left to right through stages for a more consolidated view of your candidates
Bulk actions — hover and select multiple candidates to add to a project or list, apply tags, move stages, or change owner
Updating Candidate Notes and Sharing Access
A closer look at what changes when you open a candidate's profile from within a project.
In this video:
Project activity summary — see outreach, notes, events, and scorecards completed by your team for this candidate on this specific project
Candidate custom fields — project-specific fields that can be completed directly on the candidate profile
Project vs. global toggle — available on outreach, scorecards, events, and notes; filter between activity on this project only or across all projects the candidate has been part of
Notes — auto-saved as a private draft; sharing options let you control visibility:
Private — only you can see it (default)
Internal team — visible to your full team, with viewer or editor access
Everyone — extends visibility to hiring managers and clients
Thrive Project Details and Strategy Walkthrough
A walkthrough of everything inside the project details panel, accessed by clicking the job title in the top left of any project.
In this video:
Overview — position description, timeline, and key project information
Project notes — same sharing controls as candidate notes (private, internal, or everyone)
Outreach, events & offer tracking — covered in a separate video
Activity timeline — full history of project activity
Analytics — pipeline view, rejections by reason, candidates added by week, and candidate pool
Documents & contracts — attach relevant files and contract details
Off-limits & tasks — track flagged candidates and your team's to-dos
Team management — view and manage internal and external users with project access
Strategy tab — build your search strategy by adding target companies, tags, benchmark candidates, and similar projects; also where you create or apply a scorecard template for candidate assessments
Source Candidates engine — uses your strategy to surface recommended candidates with a relevancy score; view their LinkedIn, check off-limits status, and add, save for later, or pass directly from this view; use "Past Projects" to pull candidates from previous searches
More actions — generate a custom project report (downloadable via Exports) or a pre-call agenda to prep for client check-ins, with the option to copy directly to email or a doc
Thrive Client and Hiring Manager Portal Overview:
A look at the portal your clients and hiring managers see when invited to a project.
In this video:
Accessing the portal — use the More Actions button in any project and select "View as Hiring Manager"
Candidate list — shows only candidates marked as visible to external users, with assessments, notes, interviews, and prioritization controls
Right panel — project summary plus upcoming and completed interviews
Filters — clients can filter candidates by primary company, location, rejection reason, and more
Candidate detail view — experience, education, interviews, shared notes, references, and completed scorecards; clients can also add their own notes for your team to see
Actions — prioritize, deprioritize, or add a note directly from the candidate view
Multi-project access — clients invited to multiple projects can navigate to their own hub view to switch between them
Offer Process and Offer Stage Workflow
How to manage offers from presentation to close inside a project.
In this video:
Creating an offer — drag a candidate to the Offer stage and an offer sheet auto-populates; set the offer date, start date, attach documents, and add compensation details (cash, equity, total comp)
Skipping comp details — compensation can be toggled off and filled in later
Pending state — after clicking Create, the offer sits in pending until a decision is made
Declined offer — drag to the Rejected stage; Thrive will ask whether the candidate declined or the team passed, plus a rejection reason
Accepted offer — drag to the Hired stage and confirm the offer; comp details and start date can be updated at any time after