If you open Orders or Timesheets twenty times a day, put them at the top of the menu. It takes a few seconds.
Summary
The top of the menu has a Favorites section. Click the star next to any menu item to add it there. Click the star again to remove it. Your favorites are your own, so they don't change anyone else's menu.
How to do it
- Open the menu section that holds the screen, for example Workspace.
- Point at the item, such as Orders, and click the star next to it.
- It now shows under Favorites at the top of the menu.
- To remove it, click the star again.
That's it. Pick the three or four screens you use most and pin them now.
On this page
Other ways people ask this
- How do I add a shortcut to the menu?
- How do I remove something from Favorites?
- How do I get to Orders faster?
Related guides
- Save and share your own list views — making the screen open the way you like it too
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