Favorites

Pin workspaces, records, views, dashboards, reports, doc pages, forms, and chats to a Favorites section in the sidebar.

Favorites pin frequently used items to the Favorites section at the top of your sidebar.

Items You Can Favorite

  • Workspaces
  • Records
  • Saved views
  • Dashboards and reports
  • Doc pages
  • Forms
  • Chats

The Favorites section can contain items from different workspaces.

Add a Favorite

  • Workspace: Open the workspace and select the star icon in the top bar.
  • Other item: Open the item’s action menu with a right-click or the three-dot menu. Then select Add to favorites.

The item appears in the Favorites section of the sidebar immediately.

Sidebar with a Favorites section above Projects, showing pinned records, workspaces, and a dashboard

Organize Favorites

  • Reorder: Drag favorites up or down.
  • Remove: Drag a favorite out of the section, or select Remove from favorites in its action menu.
  • Group: Put related favorites in folders.

Favorite Behavior

  • Favorites are personal. Your changes do not affect another member’s sidebar.
  • Removing a favorite does not delete the item.
  • Blue removes items that you can no longer access. Examples include a deleted workspace or a private view shared by a former member.