Favorites
Bookmark frequently accessed entities for quick navigation.
Overview
The Favorites feature lets users bookmark tasks, projects, contacts, teams, and employees for one-click access from the sidebar or dashboard.
Supported Entities
| Entity | Description |
|---|---|
| Task | Quick access to key tasks |
| OrganizationProject | Pin important projects |
| OrganizationContact | Pin CRM contacts |
| OrganizationTeam | Pin teams |
| Employee | Pin team members |
Managing Favorites
Adding a Favorite
Click the ⭐ (star) icon on any supported entity to add it to your favorites.
Removing a Favorite
Click the filled star icon again to remove from favorites.
Viewing Favorites
Access your favorites from the sidebar or dashboard widget for quick navigation.