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
After you have made the action to add the actors to a shortlist, you will need to either create a shortlist or add them to one you may have created before. To create the new shortlist you would simply type in what you would like to call it (typically by role name) and click Add.
You will now see your shortlist in the bottom row of the Filter Applicant section.
You can also create a shortlist before adding anyone to it. Simply click on the + button to the right of the Shortlists heading, add the title in the modal that appears, and click Create.
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 either share your Shortlist with a collaborator by email or by printing the list out.
The Share button 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.
The Print button brings you to print friendly page where you can print out the Shortlist.
Removing Someone From Or Deleting A Shortlist
You can remove someone from a Shortlist by clicking on the Shortlist icon and then the X next to the name of the Shortlist.
To delete a shortlist you can do it one of two ways.
The first is to click on the trash can icon next to the title of the Shortlist.
The second is from within the Share Shortlist option.
To see more details regarding collaborators and shortlists. please click here.