trello job search dashboard

Organise, track and record your activities

Meet the Job Search Dashboard

Use it to optimise your approach


An introduction to this dashboard

Rather than re-invent the wheel, we’ve chosen to create your job search dashboard in Trello.

Trello is a task and project management app from a company called Atlassian. Trello is a great way to keep track of activities.

Trello is a virtual, interactive ‘to do’ list represented visually in columns, with cards in each column representing tasks to be done.

It’s a great way to keep track of tasks you have to do, are doing and have done and you do this by moving the task cards into appropriate columns according to their current status.

We have created a Job Search Dashboard template that is designed to help you keep your job search journey neatly organised all in one place.

Here you will be able to find lots of help designed for you, keep your notes all in one place and more importantly keep a track of all of your possible job opportunities and track your workflow as you go through your job search process.

We have put together a 9-step guide to help you learn how to use Trello and the Job Search Dashboard. You can also download it HERE

Step 1: There are three main terms that you will get used to using when using Trello:

  • A “Board” is the overall place where you will be keeping your information or process. This stores your lists and cards and can be customised slightly. You would have one board per large project and use the lists and cards to help organise the workflow process within that project.
  • A “List” is a vertical column where you capture larger tasks within the project, or you can create a workflow with lists. For example, it can be as simple as To Do, Progressing, Done.
  • A “Card” is a smaller doable task within the larger project. This can be moved between lists as you progress it through the workflow process. A card generally shows a visible title but when opened can store much more information such as descriptions, checklists, due dates, priority labels, etc.

Step 2: How to get the Job Search Dashboard to your Trello account

Accounts on Trello are free however there is also a premium chargeable high-end service if you feel you need it.

      1. If you’ve not already got an account, you’ll need to set one up at
      2. Next step click the button below to open a new tab in your browser. This will take you straight to the Job Search Dashboard template.

      1. You can now copy over the Bright-Future Job Search Dashboard template to your account by clicking on the green button at the top of the page.
      2. You can now select this by clicking on “Create Board from Template”.
        Make sure you have the options to Keep Cards and Keep Template Cards checked.
      3. A copy of the Job Search Dashboard template will now open in your account and is ready for your use.

Step 3: There are three key components to help you:

Help & Useful Information, Activities & Notes and Job opportunity Starting Point

Help & Useful Information

Located in the left column, here you’ll find tips to help you use this job search dashboard and hyperlinks, to give you fast access to tips on the portal, such as:

  • How to identify opportunities
  • Email & CV templates
  • Interview tips
  • Using LinkedIn
  • How to negotiate your salary

As you work through the workflow process keep referring back to the help section as you need it.

Activities & Notes

Located in the second column on the left… we’ve created a space for you to create a list of your applications and ideas, and for note taking.

In the activity tracker card, you can record a list of employers with whom you may want to make applications, ones you’d like to make applications to now and those you’ve already made applications to.

And you can keep details of things like:

Research, facts and things you’ve found out about in respect of employers you are making applications to.

  • A list of people with whom you’d like to network.
  • Details of and conversations with recruitment consultants.
  • Positions you’ve applied to on jobs boards.
  • Store templates of emails or cover notes which you can re-use or tailor when making applications to save you time.
  • What was discussed in the interview?

In cards such as Employer Company Notes, Recruiter Notes, Job Board Notes, Interview Notes…

Job opportunity Starting Point

Now for the exciting bit.

You can create a card for each job opportunity for which you’re applying for, use these for direct applications, responses to job ads, introductions made by recruitment firms and if someone is recommending you/referring you for a particular job.

Step 4: How to create a job opportunity card from the Template.

NB, we have pre-populated a card with information ready for you to customise for each opportunity you have.

You can store as much or as little information on the card as you like, you may only want to record the most important stuff like:

Employer name, date of the application, job type or title applied for, the person or reference number… you can record much more if you like and do things like attach a copy of the job description if one was published, or the advert.

Click on the lighter area of the Job Opportunity Starting Point card.

Trello Help 1

You can now create a card for a new opportunity

Trello Help 3

Keep the checkboxes for Checklists and Labels ticked.

Trello Help 2

The open card will now transform into a new editable job opportunity card ready for you to use.

You can now enter information such as Employer name, date of the application, job type or title applied for, the person or reference number… you can record much more if you like and do things like attach a copy of the job description if one was published, or the advert

Click the cross at the top right or anywhere on the board outside of the card to close the card and you can now see this in your list.

A new card will now be created directly in the Job Opportunity Starting Point and you can now edit this.

Step 5: We recommend having one card per job opportunity.

Once the card is filled with information about the job opportunity then it can be moved through the workflow process as follows:

  • Job Opportunity Starting Point – create a new job opportunity cards here and store them until action is taken
  • Application Sent – move the job opportunity card here when you have sent your application form.
  • Follow Up – move the job opportunity card here when you have followed up with the company after you have sent the application form.
  • Interview – move the job opportunity card here when you have arranged to have an interview. Make sure to note if it is a person, over the phone or via video call.
  • Pending – move the job opportunity card here when you have completed the interview and are now awaiting further action. Make notes and action due dates if needed.
  • Offer – move the job opportunity card here when you have received an offer on a job opportunity.
  • Accepted – move the job opportunity card here when you have accepted an offer. Congratulations!
  • Closed Opportunities – move the job opportunity card here when you have either received a rejection from the company or if you have decided that you are no longer pursuing the job opportunity.

NB The reality of being a job seeker is that many of the applications which you make may not get a response or maybe ones for which the employer is responsive sometimes but not at others.

Step 6: Parking opportunities which have gone quiet.

If you have applied for a job, and have followed up with them via email etc – and they have not been responsive for 4 weeks you may then wish to move unresponsive applications from pending to closed.

And then consider re-visiting them in another 4 weeks’ time.

This is to avoid your pending file becoming heavily populated with applications for jobs you’ve applied to which are perhaps no longer live.

Step 7: Moving a card through the workflow process

 Trello Help 4

To move a card from list to list, through the workflow process, click and hold on the white area of the card.

Drag the card from one list to the list you want it in and release to place.

Repeat as needed.

So you can move Google from opportunity to application sent, to follow up, to pending, to interview and your eventual offer.

NB You can scroll across the board/screen towards the right.

Step 8: Here are some tips for you…

You can add attachments into a card, add due dates/set reminders and add/remove labels using the option on the right of the job opportunity card.

Trello Help 5

If you are already a Trello user then you will know how to best use boards. If you’re new to Trello then you should read up on what they have to say about the following functions, which we think will be useful to you:

Searching     |     Archiving & deleting     |    Trello Help… anything else you might need to know.

STEP 9: Your daily to-do list and organiser

Use the Job Search Dashboard on Trello to organise and optimise your job search activity.

Log onto it daily, create your to-do lists and activity schedule within it.

You’ll have all your records and opportunities in one place, and with help links in the left-hand column into bright-future – you’ll be able to optimise your job search efforts and find a better job faster.