How to Favorite a Workflow
Bookmark a workflow for quick access. Save as Personal (just for you) or Company (shared with everyone โ admin only).
Updated
by Richard Chung
Availability: ๐ป Web ยท ๐ฑ Mobile
Favoriting bookmarks a workflow for quick access. Favorited workflows appear in the My Favorites folder (web) or the Favorites tab (mobile), separate from your regular Team Folders.
Why favorite a workflow
- Quick access -> favorites are one click away instead of buried in nested folders
- Faster loading and offline use on mobile -> favorited workflows load faster and work offline when issued via "Do Now"
Personal vs Company Favorites
Favorites are saved at one of two scopes:
- Personal (Save to User) -> Visible only to you. Lives in the User Favorites subfolder
- Company (Save to Company) -> Visible to everyone in your account. Lives in the Company Favorites subfolder
Heads up: Favoriting to Company is Admin-only. Non-admin users don't see the scope choice โ favorites save automatically to the User Favorites folder.
Favorite a workflow
On Web
As an admin:
- Open the Library and hover over the desired workflow
- Click the three-dot menu (โฎ) and select Add to Favorites
- Choose Save to User (Personal) or Save to Company.
- Click Save.
As a non-admin user:
- Open the Library and hover over the desired workflow
- Click the three-dot menu (โฎ) and select Add to Favorites
The workflow saves automatically to User Favorites. A confirmation message appears.
On Mobile
As an admin:
- Open Menu โ Workflow Library and find the workflow in the Team tab
- Tap the star icon on the workflow card
- Choose Personal or Company when prompted
As a non-admin user:
- Open Menu โ Workflow Library and find the workflow in the Team tab
- Tap the star icon on the workflow card
The workflow saves automatically to User Favorites. A confirmation message appears.
How to tell if a workflow is favorited or not on Mobile: The star icon is Filled in for favorited workflows, and Not Filled in (outline only) for workflows that aren't favorited
Remove a favorite
On Web
- Find the favorited workflow.
- Click the three-dot menu (โฎ) on the workflow card.
- Select Remove from Favorites from the dropdown.
The workflow leaves Favorites but stays in its original Team Folder
On Mobile
- Tap the filled-in star icon on the workflow card
- Confirm when prompted
The star changes back to its outline state, and the workflow leaves the Favorites tab.
Heads up: The My Favorites folder doesn't have its own search bar, and search from the Team Library doesn't reach favorited workflows. To find a specific favorite, navigate into the My Favorites folder and browse manually.
How did we do?
Can I Delete a Workflow?
Switching Between Libraries
