Example setup for a small team

Start from the defaults. Change names only when the desk already uses different words.

Statuses (outreach)

Add Hold only if you truly park people for a later req. Do not clone your ATS (Screen, Interview, Offer).

Positions (what you source)

In-house example: Frontend, Backend, Data, Design, Other.

Agency example: Client A — Platform, Client B — Support, Bench, Other.

Keep “Other” so people still save when the req is messy.

Roles on a five-person desk

• One Owner (usually the lead who pays)
• One Admin if someone else should invite contractors
• Everyone else Member

Habits that make the memory useful

1. Save on first meaningful look — not after the third reopen.
2. One status change per real step, plus a short note if it is not obvious.
3. Invite the people who actually open LinkedIn. Seats follow active members.

Then run Your first week once so the whole desk shares the same motion.