> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/bookmarking-and-favorites.md).

# Bookmarking and Favorites

### 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)

{% stepper %}
{% step %}

### Open the list page

Open **Organizations** or the Project list.
{% endstep %}

{% step %}

### Mark as favorite

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

Availability varies by Account configuration.
{% endstep %}

{% step %}

### Maintain the list

Remove favorites when work closes.

Keep the list short for scanning.
{% endstep %}
{% endstepper %}

#### Bookmark repeatable routes (browser)

{% stepper %}
{% step %}

### Open the target page

Open the page that should be saved.

For example: a Save View used in a weekly review.
{% endstep %}

{% step %}

### Create the bookmark

Use the browser bookmark shortcut:

* macOS: `Cmd + D`
* Windows/Linux: `Ctrl + D`
  {% endstep %}

{% step %}

### Name the bookmark

Use a stable naming pattern.

For example: `Transform — Organizations`.
{% endstep %}

{% step %}

### Organize the bookmarks

Create a `Transform` bookmark folder.

Group bookmarks by Organization or cadence.
{% endstep %}
{% endstepper %}

### 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:

* [Using Global Search](/getting-started/using-global-search.md)
* [Finding Requirements, Tasks, and Tests](/getting-started/finding-requirements-tasks-and-tests.md)
* [Saved Views and Templates](/getting-started/save-views-and-templates.md)


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