Want to limit the time spent searching for your most-used boards and have them easily accessible whenever you need them? With Favorites, you can select your preferred, most frequently used boards and have them appear separately in your left pane for quick, easy access.

Locating the favorites section

To locate the favorites section, click to expand the left panel of your account. Here, you'll have a collapsed section listing all of your favorites. Click the arrow to expand or re-collapse the section to see all of your favorited Boards, Docs, Dashboards, etc. 

Add a Board, Dashboard, or WorkDoc to your favorites

To add a Board, Dashboard, or WorkDoc to your favorites, you can click the board's name and select the star icon to the right of its title, as shown below:

An alternative to favoriting a Board, Dashboard, or WorkDoc is to click the component's 3-dot menu in the left pane and select "Add to favorites".

Search and filter your favorites

With the search and filter options, finding exactly what you need in your Favorites section is easier than ever! Whether you're looking for a specific board, dashboard, doc, or even a workflow, you can quickly narrow down your view by searching for an item's name or applying filters. Click on the magnifying glass icon in the left panel next to the Favorites to get to the searching and filtering options as shown below: 

Filters allow you to organize your Favorites by asset type (boards, dashboards, docs, workflows), by who created them, by your role (owner or member), and by privacy level (Main, Private, Shareable). And, of course, you can type the item’s name directly into the search bar to locate it.

 Add a folder to your favorites

To further organize the information in your favorites section, try adding folders! To do this, click on the three-dot menu above "Favorites" and click on "New Folder". Then click the newly created folder to rename it, and drag any of your favorite Boards, Dashboards, or WorkDocs into it! 

View a board's workspace

If you're using the favorites section and want to see which workspace your Board, Dashboard, or WorkDoc belongs to, hover over the name of your Board, Dashboard, or WorkDoc, then click the three-dot menu. From here, click "View in workspace".