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Managing Bookmarks in Spaces

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Overview

Space admins can organize bookmarks in spaces they manage.

Bookmarks are quick access links to the folders, projects, reports, dashboards, external resources, etc. that are most frequently needed to users in a certain space.

Tip

When you open a space in List view, you can see the first few bookmarks at the top.

Types of bookmarks

The Bookmarks bar can have links to the following items:

  • Tasks

  • Folders and projects

  • Dashboards

  • Reports

  • Request forms

  • External links

Add the first bookmark

  1. Open the relevant space in List view.

  2. Click Add bookmark under the space's title at the top-left.

  3. A pop-up opens where you can add:

    • (Required) The URL and title of the bookmark.

    • (Optional) The description and location of the bookmark.

      Notice

      The location field is only displayed if you have at least one bookmark section in the space.

  4. Click Save.

Once you add at least one bookmark, you'll see the new Bookmarks button in the space's left navigation panel above the Projects and folders and Tools. Additionally, the Add bookmark button under the space's title is replaced with the bookmark counter displaying the number of bookmarks in the space.

Add more bookmarks

  1. Navigate to the relevant space.

  2. Click Bookmarks at the top of the left navigation panel. Alternatively, click the bookmark counter under the space's title.

  3. Click the + button in the upper-right corner of the view that opens.

  4. Fill in the bookmark details.

  5. Click Save.

Delete a bookmark

  1. Hover over a bookmark.

  2. Click the three-dot menu in the upper right-hand corner.

  3. Select Delete.

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