Mark and unmark an item as favourite

You can mark or "star" work items and contacts in the "Contacts" section as favourites so they appear in the "Dashboard" section.

The "Star" option is available for contacts and the following item types:

Activities
Deliverables and milestones
Documents
EMDocs
Folders

All starred contacts and elements are listed in the "Dashboard" section in the corresponding tabs.

All starred activities and deliverables and milestones are listed at the top in the Kanban view of the "Workplan" section.

All starred documents, EMDocs, and folders are also shown in the "Favourites" tab in the "Documents" section.

Star a contact

To mark/unmark a contact as favourite, hover over the contact card or contact row in the list view and click the "Star" icon.

Star an item

Note: To mark/unmark an item as favourite, you must have at least Read access rights (see "Roles, access levels, and access rights").

You can mark/unmark an item as favourite using two methods:

Method 1: Using the sidebar

1

Open the item in the sidebar (click it once).

2

To mark the item as favourite, click the "Star" icon at the top right of the sidebar.

To unmark the item as favourite, disable the "Star" icon at the top right of the sidebar.

Method 2: Quick hover action

In the Kanban view of the "Workplan" section or in the "Documents" section, simply hover over the document card or document row in the list view and click the "Star" icon. You can also star documents in the "Documents" section by hovering over the document card or document row in the list view and clicking the "Star" icon. You can also star contacts in the "Contacts" section by hovering over the contact card and clicking the "Star" icon.