Projects are a great way for you to organize candidates in Gem. As a best practice, we recommend creating a project for every open role you have.
There are two ways to add projects in Gem. You can add directly from the Gem Chrome Extension when sourcing a candidate in Linkedin or from the Projects tab in Gem.
Creating a new Project in Gem Chrome Extension
To create a new Project from the Chrome extension, navigate to LinkedIn and open up the Gem side bar.
In the Projects section, start to type in the name of the Project that you want to create. Once you finish typing the name, press the Create a new project dropdown and it will create a new project and add the candidate you are sourcing to that project.
Creating a new Project in Projects tab
To create a new Gem project, you'll want to login to your Gem account and navigate to the Projects tab.
In the Projects tab, click on the New Project button located in the top right corner.
Once you have clicked the New Project button, Gem will generate a new project. You can go ahead and name this project. Now you're ready to start adding candidates to the new project and creating and sending Sequences to them.