Do you have certain Boards, Dashboards, or WorkDocs that are critical to your workflow? Want to limit the time searching for your most-used boards and have them easily accessible for whenever you need?

 

That's exactly why we've added Favorites. With this feature, you are able to select your preferred and 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 option to favorite a Board, Dashboard, or WorkDoc is by clicking on the component's 3-dot menu from the left pane and selecting "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, or doc, you can quickly narrow down your view by searching for a board'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 board type—Main, Private, or Shareable—or refine further to show only boards where you're the owner, both an owner and a subscriber, or show dashboards exclusively.

 

 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 on the newly created folder to rename it and drag any of your favorited Boards, Dashboards, or WorkDocs into it! 

 

View a board's workspace

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

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.