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Bookmarking and Favorites

Reduce navigation time by favoriting Organizations and Projects and bookmarking repeatable routes.

Overview

Bookmarking and favorites reduce navigation overhead.

They exist to make repeatable routes one click away.

Key Concepts

  • Favorite: in-app marker that keeps frequently used items near the top

  • Browser bookmark: saved URL for fast entry into a specific page

  • Route: repeatable navigation path, such as Organization → Project → Save View

  • Scope: access boundaries still apply to favorites and bookmarks

How It’s Used

Use favorites for frequently accessed Organizations and Projects.

Use bookmarks for stable routes, such as a weekly review Save View.

Benefits

  • Faster switching between active delivery areas

  • Lower risk of working in the wrong scope

  • Cleaner weekly cadence through repeatable review routes

Setup Steps

Favorite Organizations and Projects (in-app)

1

Open the list page

Open Organizations or the Project list.

2

Mark as favorite

Select the star or favorite action next to the target item.

Availability varies by Account configuration.

3

Maintain the list

Remove favorites when work closes.

Keep the list short for scanning.

Bookmark repeatable routes (browser)

1

Open the target page

Open the page that should be saved.

For example: a Save View used in a weekly review.

2

Create the bookmark

Use the browser bookmark shortcut:

  • macOS: Cmd + D

  • Windows/Linux: Ctrl + D

3

Name the bookmark

Use a stable naming pattern.

For example: Transform — Organizations.

4

Organize the bookmarks

Create a Transform bookmark folder.

Group bookmarks by Organization or cadence.

Best Practices

  • Prefer Save Views for repeatable “my work” lists.

  • Bookmark team review views rather than raw lists.

  • Standardize naming, such as Transform — <Organization> — Weekly review.

  • Avoid bookmarking pages that change often, such as temporary search results.

Summary

Favorites and bookmarks reduce daily navigation overhead.

Related:

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