Aligning on the right providers just got even easier.
With Provider Shortlisting, you can now pin preferred providers while reviewing matches—giving your team a shared shortlist to reference and refine before sending invitations. It’s a simple way to stay aligned, track key options, and move forward with confidence.
To use the feature, go to “Find Providers” or the Providers tab in your project. Hover over any provider row to reveal the pin icon and add them to your shortlist. Pinned providers appear at the top of the list and can be unpinned at any time.
Provider Shortlisting keeps your team aligned and focused—making it easier to narrow in on the right choice, together.