Shortlists are a convenient way for a casting director to save lists of actors that they find suitable as potential options for roles. This makes for easy sharing of the people you are suggesting for the roles with project collaborators.
Creating a Shortlist
Once you are in the Application Manager and have found the actors that interest you for a particular role, you can begin by selecting them. This can be done either by bulk action or adding actors one at a time.
A. Bulk Action
B. Individually
Set your view to the Details view and then click the Add to a list icon within the applicant card.
After you have made the action to add the actors to a shortlist, you will need to either leave them in the existing default shortlist, create a new shortlist, or add them to one you may have created previously by clicking on an existing shortlist name. To create the new shortlist you would simply click on the + Create New Shortlist button and then type in what you would like to call it (typically by role name) and click Done.
You will now see the newly created shortlist:
Then add your talent to the shortlist.
A. Bulk Action
Bulk select the talent as shown above.
Click on the name of the shortlist you want to add the talent to (or create a new one).
After selecting the shortlist, click Done.
You now have the talent within the desired shortlist.
B. Individually
Click on the ellipsis on the applicant card and then select Manage Shortlists.
You will now see the option to add to a shortlist or create a new one as previously shown in the bulk action directions.
Viewing and Sharing your Shortlist
To view your shortlist you would need to simply click on the title and the actors in the list will appear.
You can share your Shortlist with a collaborator by email.
The Share icon let's you share with an existing Collaborator or invite Shortlist Collaborators to share that specific shortlist with. The Shortlist Collaborator is like a regular collaborator, but they have a more limited access. While they are able to view the shortlist, they are not able to share it.
Removing Someone From or Deleting a Shortlist
You can remove someone from a Shortlist by clicking on the ellipsis on their applicant card and then selecting Add to List icon and then clicking on the name of the Shortlist from within the modal that pops up.
Then click on the shortlist you want to remove them from and hit Done. They will no longer be in that list.
To delete a shortlist you can do it one of two ways.
The first is to click on the trash can icon that is associated with the shortlist in question.
The second is from within the Share option.
To see more details regarding collaborators and shortlists. please click here.