.. _manage-checklist-card-recruits-cmc:

Manage a Recruit's Checklist
============================

To manage a recruit's checklist from the Pipeline, complete the following steps:

.. include:: ../recruits-mc-login.rst

#. Click the **Recruiting Pipeline** tab, at the top of the page. Your recruit cards are organized by Phase, Stage, and the currently selected Sort pattern.

#. Search for the correct recruit. For more information, see :ref:`search-pl-recruits-mc`.

#. Click the ellipses icon |menu-options-icon| for that recruit and select **Manage Checklist**. Alternately, you can click the checklist icon |checklist-icon|.

   .. |menu-options-icon| image:: ../../../../images/menu-options-icon.png
      :height: 20

   .. |checklist-icon| image:: ../../../../images/checklist.png
      :height: 20

#. The **Checklist** window displays the current checklist for the recruit (based on Phase and Stage).

   You can complete the following tasks on this window:

   * Use the right and left arrows to see checklists for future and previous stages.

   * Drag and drop to rearrange items in the list.

   * Mark an item as complete.

   * Hover over an item and click **Assign** to add or change the assignee.

   * Hover over an item and click **Set Due Date**. Select and date from the calendar and click **Save**.

   * Hover over an item and click the ellipses icon |menu-options-icon| to **Edit** or **Delete** the item.

   * To add an item to the list, click **Add Item**, enter the item, and click **Add**.

   * Show or hide completed items with the **Show Completed** toggle switch.

#. When complete, click **Close**.