> ## Documentation Index
> Fetch the complete documentation index at: https://docs.letsconnekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Projects in Your Connekt Lists

> Use Connekt Projects to build structured candidate shortlists for a specific search mandate, share them with your team, and clean up when the role closes.

A Project is a structured candidate shortlist tied to a specific search mandate or client assignment. Use Projects when you're actively working a role and need to organise the candidates you're considering — they keep your shortlist separate from your wider candidate database and make it easy to share progress with colleagues or clients. Unlike Talent Pools, Projects are purpose-built for a single engagement rather than a standing bench.

## Creating a Project

<Steps>
  <Step title="Go to the Projects tab">
    Navigate to **Lists → Projects**.
  </Step>

  <Step title="Start a new project">
    Click **Create Project**.
  </Step>

  <Step title="Name your project">
    Enter a descriptive **name** that identifies the role and client, for example: *"Head of Marketing — Acme Corp"*.
  </Step>

  <Step title="Add a description">
    Adding a **description** is optional but recommended — it helps colleagues understand the scope of the search at a glance.
  </Step>

  <Step title="Link to a company (optional)">
    If the role is tied to a company record in Connekt, link it here.
  </Step>

  <Step title="Create">
    Click **Create** to save the project and open it.
  </Step>
</Steps>

## Adding Candidates to a Project

<Steps>
  <Step title="Open the project">
    Click into the project from **Lists → Projects**.
  </Step>

  <Step title="Add candidates">
    Click **Add Candidates**.
  </Step>

  <Step title="Search and select">
    Search for candidates by name or use filters to narrow the list, then select the candidates you want to include.
  </Step>

  <Step title="Confirm">
    Click **Add** to save your selection to the project.
  </Step>
</Steps>

## Sharing a Project with Your Team

You can give colleagues access to view or edit a project without sharing everything in your workspace.

<Steps>
  <Step title="Open project settings">
    Inside the project, click **Settings**.
  </Step>

  <Step title="Grant access">
    Click **Grant Access**.
  </Step>

  <Step title="Set access level">
    Search for the user, select their **access level** — either **View** (read-only) or **Edit** (can add or remove candidates and update project details) — then confirm.
  </Step>
</Steps>

<Info>
  You can also share a project externally with a client via a magic link. For details, see [Sharing a Project with a Client](./sharing-a-project).
</Info>

## Deleting a Project

When a search is complete and you no longer need the project, you can permanently delete it.

1. Open the project and go to **Settings → Delete**.
2. Confirm the deletion.

<Warning>
  Deletion is **permanent**. Deleted projects cannot be recovered, and there is no archived view where they can be retrieved later. Before deleting, make sure you've saved any information — candidate notes, summaries, or contact details — that you'll want to reference in the future.
</Warning>