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Use favourites to quickly reopen important items

Use the favourites widget to quickly reopen important documents, tasks, meetings and other key items from anywhere in the dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the favourites widget​

On your dashboard, locate the favourites widget card (marked with a star icon) to see your list of favourited items.

Open the favourites widget

Step 2: Review your favourited items​

Browse the list of favourites, noting each item's name, type (for example Document, Task or Meeting), project, status and when it was added.

Review your favourited items

Step 3: Identify items by type and status​

Use the icons and labels (such as Document, Task, RFI or AI Agent) and any status badges to understand what each favourite represents before opening it.

Identify items by type and status

Step 4: Open a favourited item​

Select a favourite in the list to open it; the system navigates directly to the underlying document, task, meeting, report or other resource.

Open a favourited item

Step 5: View project context​

For favourites linked to a project, confirm the project name shown with the item so you can be sure you are opening the correct project context.

View project context

Step 6: Check when an item was favourited​

Use the time indicator (for example "favourited 3 hours ago") to understand how recently each item was added to your favourites.

Check when an item was favourited

Step 7: Handle an empty favourites list​

If no favourites are shown, review the empty state message in the widget and use other parts of the app to mark important items as favourites so they appear here.

Handle an empty favourites list

Last updated: 2026-09-03