Instant filters are available to quickly view the services that are marked as Favorite, or tasks that are marked with To Do.
Mark as Favorite
You can mark services that you frequently use as a Favorite. You can mark a service as a Favorite using any of the following methods:
- In the Card View of the Services tab, do one of the following:
- Click the Favorite (star) icon for the service.
- Click the service to open the service preview, then click the Favorite (star) icon.
- Click the service to open the service preview. Click More Actions and select Mark as Favorite.
- In the Table View of the Services tab, do one of the following:
- Click the Favorite (star) icon for the service.
- Click the service and select More Actions > Mark as Favorite.
The services marked as Favorite appear on the dashboard. You can quickly access the services that you marked as Favorite by using the instant filter located next to the text search box on the Services tab, or sorting by the Favorite column in the view.
Mark as To Do
If you must pay attention to a task or respond to a task, you can mark it as To Do. You can mark a task as To Do using any of the following methods:
- In the Table View in the Tasks tab:
- Select More Actions > Mark as To Do for the task, or:
- Click the Mark as To Do flag for the task in the To Do column.
- In the Task Details window, click Mark as To Do.
You can quickly access the tasks that you marked as To Do by using the instant filter (red flag) located next to the text search box on the Tasks tab, or sorting tasks by the To Do column in the view. Tasks marked as To Do are seen by all users.