Feature Overview Video
Easily keep your most important solutions, views, and records front and center with Starred Items in SmartSuite. This feature allows you to quickly access what matters most from one convenient location.
Plan Availability | All plan types |
Permissions | Available to all members; personalized to each user. |
Related Reading |
|
Why Use Starred Items?
While SmartSuite’s navigation is designed for efficiency, some items deserve quicker access. Starred Items let you:
Keep frequently accessed solutions and views at your fingertips.
Personalize your workspace for faster navigation.
Where to Find Starred Items
Your starred items are just a click away:
Look for the star icon in SmartSuite's top bar.
Click it to access your personal list of favorites.
What Can Be Starred?
You can star three types of items in SmartSuite:
Solutions
Saved Views
Records
Workspace Settings (Account Administrators Only)
How to Manage Starred Items
Adding an Item
To add an item, click the star icon.
Once the star is filled in, the item is saved to your favorites list.
Removing an Item
There are two ways to remove a starred item:
Uncheck the star while viewing the solution, saved view, or record.
Uncheck the star directly from your starred items list.
Pinning an Item
Pinning highlights your most important starred items:
Open your Starred Items list.
Hover over the item and click the thumbtack icon.
Pinned items move to the top of the list.
To unpin, click the thumbtack icon again.
Reordering Starred Solutions
Reorganize your starred solutions in the order you prefer:
Simply drag and drop solutions within the starred list.
Practical Scenarios and Use Cases
1. Streamlined Project Management
Scenario: You frequently use a specific project dashboard.
Solution: Star the dashboard to access it instantly.
2. Quick Access to Reports
Scenario: A sales manager checks a weekly sales report regularly.
Solution: Star the saved view to locate it effortlessly.
3. Team Collaboration
Scenario: A team lead needs to track progress on a shared record.
Solution: Star the record for quick updates and easy reference.
Tips for Effective Use
Keep your starred list organized by regularly removing unused items.
Pin critical items to ensure they stay at the top.