To learn more, check out the Power of Honeit Projects.
Projects is a powerful feature in Honeit that helps you organize your interviews, jobs, and contacts. Instead of only using your personal scheduling link, you can create Project-specific links that automatically associate contacts with a conversation or job.
Here’s how to set up and manage Projects step-by-step:
Why Use Projects?
Organize your calls by conversation or job.
Automatically associate candidates with specific projects.
Share scheduling links tied to particular roles or workflows.
Collaborate with other team members on the same project.
Create a New Project
Navigate to the Projects tab from your dashboard.
Click the blue "Create" button at the top.
Name your project (example: "Senior Machine Learning Engineer").
(Optional) Add a description for additional context.
Click "Next."
Add Team Members (Optional)
If other team members are working on the project, add them during setup.
Only users with a Honeit account can be added.
Honeit will use round-robin scheduling based on each member's availability.
Customize Your Project Settings
Click "Settings" on your project.
Update permissions if you want others to edit the project.
Customize the scheduling link (Optional) (edit the random letters/numbers to match the project name).
Example: change to
senior-machine-learning-engineer
Important: Only customize the link when you first create the project. Changing it later will break the original link.
Personalize the Scheduling Page
Click "Appearance and Custom Fields."
Update the landing page text (e.g., "Schedule a call to chat about the Senior Machine Learning Engineer role").
Choose whether to:
Require name, email, and phone number.
Ask candidates to upload a resume.
Add custom questions or multimedia content.
Adjust the Default Call Duration of Projects
Click "Availability Rules."
Set a different call duration if needed (e.g., 45 minutes for technical roles instead of the default 30 minutes).
Enable Team Members for Scheduling
In the project settings, check the box next to each team member's name to enable them for scheduling.
Honeit will then read their calendars for availability.
Attach a Call Guide (Optional)
Click "Add a Call Guide to this Project."
Select the appropriate call guide from your library.
This guide will automatically load during interviews for the project.
Share the Project Scheduling Link
Copy the project-specific scheduling link.
Send it through outreach channels like LinkedIn messages, emails, or texts.
When candidates schedule using the project link, they are automatically associated with the correct project.
View Contacts Associated with a Project
Go to the Projects page.
Click on a project to see all contacts associated with it.
You can view scheduled and completed calls per project.
Manually Associate Contacts with a Project
If someone booked using a personal link but you want them in a project:
Click on their profile.
Select the "Projects" tab.
Add them to the relevant project.
Turn Off a Project When Finished
Once a project is complete:
Toggle off the yellow "Auto-schedule" button in the Projects page.
Alternatively, remove all team members from the scheduling availability under project settings.
If someone tries to book once the project is off, they’ll see a message saying no availability.
Need Help?
If you have any questions or would like assistance setting up Projects, feel free to reach out to us through the Intercom chat at the bottom of the platform. We're happy to help!