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What the Pipeline Tab Saves for You

Which Pipeline tab settings are personal to you and which are set for the whole account.

Written by Amogh Balikai

On the Adaptive Job Profile, some settings belong to you and some belong to the whole account. On the Pipeline tab the split is simple.

Saved for you (personal)

These stay with you across sessions and never change what a teammate sees.

Setting

Where you set it

Kanban or Table view

View switcher in the tab header

Fields shown on Kanban cards

Customise icon, in Kanban view

Columns shown in the table

Customise icon, in Table view

Which Kanban columns are collapsed

Collapse control on a column header

Set for the whole account

Where the Pipeline tab sits in the tab bar is controlled by an Admin in Layout Settings. It follows the standard flow: changes go live for everyone only after the Admin clicks Publish.

Not saved

Your row selection isn't kept. It clears when you change the stage filter or switch between Kanban and Table.

Example

One recruiter works the job in Kanban with company and LinkedIn on each card. Her colleague uses Table view with a custom compensation column. They're both looking at the same candidates and the same data, each in the layout that suits their work.

Things to know

  • If a teammate says their columns look different from yours, that's expected. Each person's view is their own.

  • Admins can reposition the Pipeline tab, but they can't hide it or add extra cards to it.

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