Mark and unmark an element as favourite

You can mark elements or contacts as your favourites – to 'star' it, so that they appear on Dashboard for quick and easy access.

The 'star' option is available for contacts and following element types:

  • Activities
  • Events e.g. Deliverables, Milestones
  • Documents
  • Folders

All 'starred' contacts and elements are listed on the Dashboard in corresponding tabs.

All 'starred' activities and events are listed at the top in the Kanban view of the 'Workplan' section. 

All 'starred' documents and folders are also shown in 'Favorites' tab in 'Documents' section.

Star a Contact

To mark/unmark a contact as favourite, hover over it and enable/disable the 'Star' icon.

Star an Element

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

To mark/unmark an element as favourite, follow the instructions below.

1

Open the element in the sidebar.

2

To mark an element as favourite, click the 'Star' icon at the top right of the sidebar.

To unmark an element as favourite, disable the 'Star' icon at the top right of the sidebar.

Tip: To mark/unmark an element as favourite in the card view of 'Workplan' section or in 'Documents' section, simply hover over it and enable/disable the 'Star' icon.

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