Managing My Favorites

Introduction

The My Favorites Worklist in the Worklist pane provides you with the ability to place the Worklists and Collections you use most frequently into one area, so you can access them easily. By default, the contents that you add display at the bottom of the My Favorites section, but you have the option to organize My Favorites to best meet your needs. Add any of the following to My Favorites:

  • Worklists
  • QBE Worklists
  • Global Worklists
  • Collections folders

Add Contents to My Favorites

  • Do one of the following:

If you want to do this...

Complete these steps...

Open a Worklist in your My Favorites list.

  • Hover over the down arrow to the left of the currently open Worklist title bar to display the contents of the My Favorites folder.

  • Single-click from the drop down located in the Worklist panel to open the favorite in the Worklist.

  • Shift+click from the My Favorites section to display the favorite as a secondary Worklist.

  • Single-click in the My Favorites section to open the favorite in the primary Worklist.

Note: Shift+click from the new drop down only works to open a secondary Worklist when there is currently one Worklist open.

Add a Worklist or a QBE Worklist.

  • Right-click a Worklist or QBE Worklist in the Worklists pane to open the context menu and select Add to My Favorites.

Add a Collections Folder.

  • Right-click a Collections folder and select Add to My Favorites.
  • Only you can see the items in My Favorites.
  • Worklists and Collections folders that you add to My Favorites function just as they do in their original location.

Organize My Favorites

  1. From the Worklist page, right-click the My Favorites header to open the context menu and select Manage Favorites.
  2. Use the arrows to change the order in which your contents display.

Remove Worklists from My Favorites

You can remove contents from My Favorites Worklist from three locations. Remember that removing items from My Favorites does not delete the Worklists or Collections folders from their original locations.

If you want to do this...

Choose this option...

Remove contents directly from My Favorites.
  • Right-click the My Favorites header to open the context menu and select ManageFavorites.
  • Click to select the content to be removed and click Delete .
  • Click Yes when prompted to confirm your decision.

Remove multiple Worklists or Collections folders directly from My Favorites.
  • Right-click the My Favorites header to open the context menu and select Manage Favorites.
  • Hold down the CTRL key and select all of the contents to be removed and click Delete .
  • Click Yes when prompted to confirm your decision.

Select a Worklist to remove it.
  • Right-click the Worklist, either in My Favorites or in the Worklist pane, and click Remove from My Favorites.
  • Click Yes when prompted to confirm your decision.

Select a Collections folder to remove it.
  • Right-click the Collections folder, either in My Favorites or in the Collections pane, and click Remove from My Favorites.
  • Click Yes when prompted to confirm your decision.