Manage your favourites panel
Use the favourites panel to quickly find, open, and manage your most-used project items.
This guide is designed for project manager.
Steps
Step 1: Open the favourites panel
Open the favourites panel from the app sidebar or header to see a list of items you have starred across your projects.
Step 2: Review your favourite items
Browse the list of favourites, noting the item type, name, and how recently each one was updated to decide what you need to work on.
Step 3: Filter favourites by type
Use the type filter chips to show only specific kinds of items, such as documents, tasks, meetings, or reports, so you can focus on what matters.
Step 4: Sort favourites to change the order
Switch between recent, alphabetical, or type-based sorting to reorder the list and surface the most relevant items first.
Step 5: Search within your favourites
Enter a keyword in the search box to quickly narrow down the list and find a particular favourite item by name.
Step 6: Open a favourite item
Select a favourite from the list to open it in the main workspace, allowing you to view details or continue working on it.
Step 7: Remove an item from favourites
Use the remove option on a listed item to un-star it and immediately hide it from your favourites panel.
Step 8: View all favourites in a full page
Choose the option to see all favourites to open the full favourites view, where you can manage and review a larger list of items.
Related Tasks
Last updated: 2026-06-24