Favorites: Difference between revisions
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==Adding to favorites== | ==Adding to favorites== | ||
You can add important Planfix elements and objects to your Favorites. | You can add important Planfix elements and objects to your Favorites.You mark them with a star and then quickly find them in the "Favorites" section. | ||
You can add the following to Favorites: | |||
*projects | |||
*tasks | |||
*comments | |||
*documents | |||
*contacts | |||
*reports | |||
==Add items to Favorites== | |||
To add important items and objects to Favorites, click the star icon and choose the icon style you like. | |||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/Nu/c15GDF.jpg | ||
==Favorites section== | |||
This section displays all objects you’ve added to the Favorites: | |||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/1u/QukUxz.jpg | ||
Within this section, objects are grouped by category. | |||
When you select a category, the work area displays only the Favorites in that category: | |||
https://s.pfx.so/pf/j9/JcKfNk.jpg | |||
==Configuring the display of the Favorites section== | ==Configuring the display of the Favorites section== | ||
You can | You can customize which columns appear in the Favorites section. For that, open the view settings (1). Add, remove, or reorder the columns as needed (2): | ||
https://s.pfx.so/pf/xf/l7YSee.jpg | |||
Be sure to save your changes. | |||
==Quick access to Favorites== | ==Quick access to Favorites== | ||
An important advantage of Favorites is that you can use the Favorites quick access panel to get to your Favorites from any section in Planfix with a single click: | An important advantage of Favorites is that you can use the Favorites quick access panel to get to your Favorites from any section in Planfix with a single click: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/gK/HrIMgL.jpg | ||
==Examples and useful links== | ==Examples and useful links== | ||
*[[Favorites quick access panel]] | *[[Favorites quick access panel]] | ||
==Go To== | == Go To == | ||
*[[Planfix! Section]] | *[[Planfix! Section]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 11:17, 25 November 2025
Adding to favorites
You can add important Planfix elements and objects to your Favorites.You mark them with a star and then quickly find them in the "Favorites" section. You can add the following to Favorites:
- projects
- tasks
- comments
- documents
- contacts
- reports
Add items to Favorites
To add important items and objects to Favorites, click the star icon and choose the icon style you like.
Favorites section
This section displays all objects you’ve added to the Favorites:
Within this section, objects are grouped by category. When you select a category, the work area displays only the Favorites in that category:
Configuring the display of the Favorites section
You can customize which columns appear in the Favorites section. For that, open the view settings (1). Add, remove, or reorder the columns as needed (2):
Be sure to save your changes.
Quick access to Favorites
An important advantage of Favorites is that you can use the Favorites quick access panel to get to your Favorites from any section in Planfix with a single click:
Examples and useful links