Changing a Candidate's Submittal Status in BrightFlow View

The BrightFlow view offers a kanban board style screen for working with your candidate's submittal workflow. Each column is called a "Swimlane", and your company settings will determine how many Swimlanes are available to work within. Select the BrightFlow action button to switch to this dynamic view.

To update a candidate's submittal status, you will need to either Add Activity to continue working within your current swimlane or drag-and-drop the candidate's card into the next applicable swimlane. Either action will trigger the submittal status update window to appear.

Once the New Submittal Activity window has opened, fill in the required details like you normally would. Click the Save button to confirm and complete the update.

If you’re a Super User or have advanced permissions, refer to the BrightFlow Kanban Setup article for guidance on configuring your customized Kanban view.