Pathfolio User Guide

1. Navigating the Pipeline Lifecycle

Every role moves through six standardized stages:

1. Saved: Roles you are researching, tailoring materials for, or requesting employee referrals on.
2. Applied: Application officially submitted; waiting for recruiter acknowledgment.
3. Screening: Recruiter initial chat or automated technical assessment link.
4. Interview: Technical coding loops, system design sessions, or behavioral rounds in progress.
5. Offer: Written offer extended; evaluating compensation, benefits, and decision deadlines.
6. Rejected: Concluded application. Keep notes on what was learned for future cycles.

Tip: Moving an opportunity between stages automatically creates a dated entry in the Activity History timeline so you can track how long each interview cycle took.

2. Managing Follow-Up Deadlines

Recruiting momentum is lost when follow-ups are delayed. Pathfolio helps you stay on top of next actions:

• Attach tasks with due dates (e.g. "Send thank-you email to engineering manager", "Complete take-home challenge").
• Tasks past today's date automatically appear in the Overdue Actions badge on your dashboard.
• Completing a task instantly updates your pending counts and logs a completion event.

3. Structuring Career Evidence Entries

During interviews, answering behavioral questions with quantifiable facts is critical. Use the Evidence Bank to store entries formatted with the STAR principle:

You can reference this entry across multiple job applications without having to duplicate text or re-upload files.