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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​

EntityDescription
TaskQuick access to key tasks
OrganizationProjectPin important projects
OrganizationContactPin CRM contacts
OrganizationTeamPin teams
EmployeePin 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.

API Reference​

See Favorite Endpoints for the API documentation.