> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heymilo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Reference Cheat Sheet

> A quick cheat sheet for common HeyMilo tasks: where to find things and shortcuts to save time.

Bookmark this page. It's your go-to reference for the most common things you'll do in HeyMilo every day.

## Daily Tasks

**Check new completed interviews**
→ Go to **Interviewers** → Select your interviewer → Sort by completion date

**Find your best candidates quickly**
→ In the candidate list, filter by score and sort by most recent

**Shortlist a candidate (move them forward)**
→ Select them on the candidate list → **Actions** → **Shortlist**, or open their profile → **Shortlist** at the top

**Dismiss a candidate (remove from consideration)**
→ Select them on the candidate list → **Actions** → **Dismiss**, or open their profile → **Dismiss** at the top

**Share a score report with a hiring manager**
→ Open the candidate → Click **Share** for a read-only link (with optional password and expiry), or select them on the list → **Download** → **Bulk PDF report (ZIP)**
→ Full guide: [Reviewing Candidates](/guides/run-and-review/reviewing-candidates)

## Setup Tasks

**Create a new interviewer**
→ Click **Create Interviewer** from the dashboard → Follow the setup wizard
→ Full guide: [Creating an Interviewer](/guides/build-your-interviewer/creating-an-interviewer)

**Duplicate an existing interviewer for a similar role**
→ Go to **Interviewers** → Click ⋯ menu → **Duplicate**
→ Full guide: [Cloning, Editing & Archiving](/deep-dive/interviews/cloning-editing-archiving)

**Add a team member**
→ Go to **Settings → Team** → **Invite Member** → Enter email and select role
→ Full guide: [Team](/deep-dive/settings-and-admin/team)

**Connect your ATS**
→ Go to **Integrations** → Select your ATS → Follow the connection wizard
→ Full guide: [ATS Integrations & quickstarts](/integrations/ats-quickstarts)

## Outreach Tasks

**Send interview invitations to a batch of candidates**
→ Go to **Outreach** → **Create Blast** → Select audience → Choose template → Send
→ Full guide: [Contact Blasts](/deep-dive/outreach/contact-blasts-1)

**Create an email template**
→ Go to **Outreach → Email Templates** → **Create Template**
→ Full guide: [Email Templates](/deep-dive/outreach/contact-blasts)

## Troubleshooting

**A candidate says they can't access the interview**
→ Check the interviewer deadline. It may have passed
→ Try the link yourself to verify it works
→ Check if the interviewer is still active (not archived)

**Scores seem too high or too low**
→ Review your scoring rubrics. They may be too lenient or too strict
→ Full guide: [Adjusting Scoring (Interview Evaluation)](/deep-dive/ai-settings/scoring-calibration-guide)

**Completion rate is low**
→ Check interview length (keep under 15 min)
→ Send reminder emails 2-3 days after initial invitation
→ Full guide: [Inviting Candidates & Driving Completion](/integrations/without-ats/inviting-candidates)

## Tips

* **Use filters aggressively**: Don't scroll through candidates. Filter by score, status, and date.
* **Set up templates early**: Build email templates and interview templates before you need them.
* **Archive completed roles**: Keep your active list clean by archiving roles you've filled.
* **Test your own interviews**: Click the interview link yourself before sending it to candidates. You'll catch issues immediately.
