Knowledge Base

> Getting Started

Navigate tabs and workspaces

Tabs let you look at the same role from different angles.

| Min Read

hiring without them.

Why tabs exist

Every role has more than one shortlist. The senior candidates. The long shots worth a second look. The maybes who almost made

it. In most tools, you pick one filter, rebuild it when you want a different view, and lose your work every time you switch.

Talinty's tabs let each of those views live next to each other. Open a tab, set it up, and it stays that way until you change it. Filters,

AI history, notes, scoring; all of it persists.

Open a tab

From any role, click the + at the end of the tab bar. A new, empty tab opens.

Drag candidates in from the main list, or apply a filter to populate it automatically. Each tab is independent: changing one doesn't

touch the others.

[Illustration: Short animation or static sequence showing a tab being opened and a candidate being dragged into it.]

Give each tab its own criteria

Every tab can carry its own evaluation logic.

One tab might score for technical depth.

Another for leadership potential.

A third for the one soft skill that only matters for this hire and won't matter for the next.

The AI score, the ranking, and the structured vetting brief all respond to the criteria on the active tab. Switch tabs, and the lens

changes with it.

To edit a tab's criteria, click the small filter icon next to the tab name. You'll see exactly which signals are weighted and how.

Ask the AI from inside a tab

The AI copilot reads the tab you're in. When you ask "who stands out?" or "summarize my shortlist," the answer comes from the

candidates currently in that tab, not the whole pool.

This is the cleanest way to keep AI answers grounded. Filter into the slice you want, then ask.

Tab setups that work

A few patterns that come up over and over for hiring teams:

The shortlist tab. Top 5 to 10 candidates, manually pulled. Criteria weighted toward the must-haves. This is the tab you open during

a calibration call with the hiring manager.

The long-shot tab. Candidates who scored mid-range but had one unusual strength. Criteria weighted toward that strength. You

come back to it when the shortlist tab gets thin.

The geo tab. When location matters and the main role accepts remote, a tab filtered to a specific city or region helps when you need

to staff up a physical office.

The diversity-of-thought tab. Candidates whose background doesn't fit the obvious mold for the role. Criteria weighted toward

demonstrated skill in adjacent areas rather than direct experience. Some teams call this the "I'd never have found them otherwise"

tab.

The second-look tab. Disqualified candidates from previous searches with relevant skills. Worth opening when you start a new role

in the same domain.

None of these are presets; they're just patterns. The shape is whatever you need.

Rename, color, share

Tabs are built to be handed off.

Rename by double-clicking the tab title. Name them what you'd say out loud: Senior Engineers, Bilingual Sales, Second Look on

Monday.

Color them from the right-click menu. A consistent color system across roles helps your team scan quickly.

Share with the share icon on the tab. Everything comes along: filters, AI history, notes, scoring. Whoever you share with picks up

exactly where you left off, without a meeting.

[Illustration: Three small panels showing the rename, color, and share interactions. Use the green palette and keep them feeling like

a series.]

Permissions on shared tabs

When you share a tab, the recipient sees everything inside it: the candidates, the filters, the AI history, your notes. What they can do

with it depends on their role in the workspace. Recruiters and Admins generally have edit access; Hiring Managers usually have

view and comment access. The exact boundaries match the role permissions in Invite your first teammate.

If you close a shared tab in your view, it doesn't disappear for others. It just hides from your tab bar.

Note for the docs team: confirm the exact shared-tab permissions against the live product. The pattern (link to the roles article for

the canonical reference) is the right pattern.

When to use tabs vs. a new role

Tabs are for different views of the same role. If you're hiring for two different positions, those are separate roles, not separate tabs.

Keeping that line clean keeps your reporting accurate and applications routed to the right pipeline.

A useful rule of thumb: if a candidate could plausibly belong in both, it's tabs. If a candidate would only ever belong in one, it's

separate roles.