---
title: Set up a checklist for candidates and clients to appear in their profile
description: "For Candidates: Step 1: Click More on the menu Step 2: Click on Global Settings Step 3: Click on Candidates(or if you renamed it click on what you adjusted the name to be) Step 4: Click on Step 5: Scr"
---

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# Set up a checklist for candidates and clients to appear in their profile

For Candidates:  
Step 1:  
Click More on the menu

Step 2:  
Click on Global Settings

Step 3:  
Click on Candidates(or if you renamed it click on what you adjusted the name to be)

Step 4:  
Click on  
![](https://learn.enginehire.io/hs-fs/hubfs/image-png-May-14-2024-09-57-44-6501-PM.png?width=1310&height=364&name=image-png-May-14-2024-09-57-44-6501-PM.png)

Step 5:  
Scroll down to this area and add check list items. You can have them be for certain types and statuses  
![](https://learn.enginehire.io/hs-fs/hubfs/image-png-May-14-2024-09-58-27-7038-PM.png?width=1787&height=531&name=image-png-May-14-2024-09-58-27-7038-PM.png)

For Clients  
Step 1:  
Click More on the menu

Step 2:  
Click on Global Settings

Step 3:  
Click on Clients(or if you renamed it click on what you adjusted the name to be)

Step 4:  
![](https://learn.enginehire.io/hs-fs/hubfs/image-png-May-14-2024-09-59-21-6919-PM.png?width=1897&height=402&name=image-png-May-14-2024-09-59-21-6919-PM.png)

Step 5:

Scroll down to this area and add check list items. You can have them be for certain types and statuses  
![](https://learn.enginehire.io/hs-fs/hubfs/image-png-May-14-2024-09-59-41-0734-PM.png?width=1831&height=364&name=image-png-May-14-2024-09-59-41-0734-PM.png)

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