Setting notes as favourites helps you keep important information easy to find within a busy timeline. This feature allows you to highlight specific notes so they appear at the top of the timeline for quicker access. You might use this when a note contains key instructions, updates, or reminders you need to refer to often. By following this guide, you will learn how to mark notes as favourites and understand how they appear for you and other users.
Table of Contents
What Does This Feature Do?
Why Or When Should You Use It?
Step By Step Instructions
Where Is This Feature Displayed?
Permissions And Limitations
What Does This Feature Do?
The favourites feature allows you to highlight important notes so they appear at the top of the timeline. Normally, notes are shown at the bottom of the timeline, below ready items. When you mark a note as a favourite, it is also displayed at the top, making it easier to find and review.
This helps keep key information visible without needing to scroll through older content.
Why Or When Should You Use It?
You might use favourites when a note contains essential details, such as important instructions, ongoing tasks, or key decisions. It is especially helpful when working with long timelines where important information could otherwise be overlooked.
Favouriting notes ensures that critical updates remain visible and accessible.
Step By Step Instructions
Open the record where the note is located.
Find the note you want to mark as important in the timeline.
Click the heart icon on the note.
Confirm that the note now appears at the top of your timeline.
To remove a favourite, click the heart icon again on the same note.
Where Is This Feature Displayed?
Favourite notes appear at the top of the timeline.
All other notes continue to appear at the bottom, below ready items.
This layout helps you separate key information from general updates.
Permissions And Limitations
Any user can set a note as a favourite for themselves. You can only remove favourites that you have personally added.
Did you know? Administrators can also favourite notes created by other users.
Quick Summary
Setting notes as favourites helps you keep important information visible at the top of the timeline. You can mark a note using the heart icon and remove it at any time. This makes it easier to stay focused on key updates without searching through older entries.