When running a job on Backstage, your goal is to find the perfect applicants for your production.
Finding the right artist is often a collaborative process, and feedback from your production team and your clients is essential when it comes to deciding who to move through the casting process.
We made shortlists (also known as "applicant selects") to help you do exactly that, making it extremely easy for you and your team to select your favorite people for a role, leave some notes, and share your selects to a collaborator for their input.
Another way shortlists can be used is like a mood board.
First, create your shortlists
While setting up your job, you might find it useful to create some empty shortlists, making it easier to add applicants when you’re ready.
In your production’s Application Manager, below the filter bar at the top of the page, you’ll see the shortlist panel. On the right-hand side, you’ll see a button to create a new shortlist (see below).
Another way to do this is when you’re reviewing applicants. You can select the profiles you like, and when you click the actions button the option to add them to a shortlist will appear. Then you can choose if you want to add them to an existing shortlist or create a new one to add them to.
Managing applicants and leaving notes
With your shortlist created, you can keep adding or removing as many selected profiles as you like.
When you want to see all your selected artists in a shortlist, you can toggle a shortlist on or off by clicking on the name of the shortlist in the panel. All the profiles that belong in that shortlist will then appear in the results below.
Selected shortlists are highlighted in black, while unselected shortlists appear white. (See below)
To leave a note, select a shortlist and click the note icon at the bottom of their profile card. Or, if you prefer, you can open their profile and click the “Notepad” tab.
Sharing your shortlists
When you’re ready to share your shortlists, you can either share them separately, or in bulk.
When you click the share icon, you’ll be given the option to share it with either your existing collaborators or new collaborators. Shortlist collaborators are granted access to only the specific shortlists they’re invited to and can’t take any actions on the applications besides leaving notes. (However, using your Casting Dashboard, you can also optionally invite project-level collaborators to grant full access to your project’s entire Application Manager if needed.)
Check out our Help Center for more details about Using Shortlists.