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Favouriting Documents

Mark frequently used documents as favourites for quick access.

Last updated April 2026

As your document library grows, finding the ones you use regularly can take time. Favouriting lets you pin important documents to the top of your list so they are always easy to reach.

How to Favourite a Document

Go to your Documents page.
Find the document you want to favourite.
Click the star icon next to the document title. The star fills in to show it has been favourited.

To remove a favourite, click the star icon again. The document moves back to its normal position in the list.

Viewing Your Favourites

Favourited documents appear at the top of your documents list, making them immediately visible when you open the page. This saves you from scrolling or searching when you need quick access to a document you reference often.

When to Use Favourites

Favourites work well for documents you access regularly, such as:

  • Team handbooks or process guides
  • Shared templates you reference during catchups
  • Links to dashboards or reports you check frequently
  • Onboarding materials you share with new team members

Keep your favourites list short and meaningful. If everything is a favourite, the feature loses its value.

Review your favourites occasionally and remove any that you no longer use frequently. A short favourites list stays useful; a long one becomes just another list to scroll through.

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