Favorites - How to Manage Your Favorites

Favorites allow you to bookmark items from across the system so you can find them quickly in the future.

To create a favorite, first navigate to the screen you want to create a favorite for. Then go to the main menu > find and open Favorites at the bottom of the menu > click Add Current Page.

In the pop-up, you can edit the name of the favorite using the Caption box. Also, if you have already set up folders in your favorites, you can choose to add your favorites to a folder.

For objects open in the right side panel, first open the screen in the main panel using the expand icon. Then add the favorite.

Note:

When adding a favorite to a plan, goal, or project, the system will also save what tab is associated with that item you are looking at.

To edit your favorites list, go to the main menu > Favorites > select Edit Favorites.

You can remove a favorite from your list by going to the three-dot row menu > Archive.

You can rearrange the order of your favorites using the drag handle.

You can add a folder by clicking the blue plus in the upper-right > Add a Folder > name the folder in the Caption box > click Ok.

You can then add favorites to that folder by dragging them below the folder > open the favorite's three-dot row menu > select Move Right.

Note:

Once you add a favorite to a folder, subsequent favorites you drag into the folder will automatically be added; you will not need to use the "move right" function.