Plan Availability | All plan types |
Permissions | General Access: Star and access favorite Solutions, reports, and records. |
Related Reading |
Why Star Solutions?
Starring in SmartSuite is the easiest way to:
Keep your most important Solutions front and center.
Quickly navigate to frequently accessed items.
Save time by organizing your favorites in one convenient location.
How to Star an Item
Adding a starred item couldn’t be simpler:
On the Homepage, Navigate to the Solution you want to start and hover it.
Click the star icon.
When the star is filled in, it is selected and added to your favorites list.
Tip: You can star not only Solutions but also reports and records for quick access.
Where to Find Starred Items
Starred Items Panel
Your starred items are always easily accessible:
Click the star icon in SmartSuite’s top bar.
Your favorites list will display all your starred Solutions, reports, and records.
”My Favorites” on the Homepage
Your starred Solutions will also appear in a separate section on the very top of your homepage.
Practical Use Cases and Scenarios
1. Frequently Accessed Project Solutions
Scenario: A project manager regularly works on a handful of Solutions for active projects.
Solution: Star the most-used Solutions for quick access from the favorites menu.
Outcome: Save time navigating through multiple Solutions and focus on project priorities.
2. Regularly Used Reports
Scenario: A sales team member frequently checks weekly sales performance reports.
Solution: Star the reports to ensure they’re readily available without needing to search.
Outcome: Efficient access to key performance metrics.
3. Favorite Records
Scenario: A team lead needs to keep track of critical task records during a sprint.
Solution: Star the task records to make them quickly accessible from the favorites menu.
Outcome: Improved task tracking and sprint efficiency.