The toggles in this article, appear on the dashboard, processes, value streams, managed documents and attachments summary screens. You can switch the toggles on and off in any order to find the items that you are looking for. For example, if the toggle 'Favourites' is turned on, all your favourites will appear on the screen.

When all the toggles are off (grey), you will see all the items on the summary screens for your current company.

Favouriting an item lets you quickly find it again without searching. Use it to keep important or frequently used items handy, or to mark something you want to come back to later.

When the favourites toggle is on, you will see all the items that you have selected as favourite. When an item is favourited, the heart icon will be filled. When it is unfavourited, the heart icon will be outlined and not filled. To favourite an item, click on the heart icon in the summary screen or within the record itself.

When the I own toggle is on, you will see all the items you are the owner of.

If primary stakeholders are selected within the record, then only the users that are selected as primary stakeholder will receive the records when this toggle is on.

When I'm a stakeholder toggle is on, you can see all the items where you are the expert, author or owner.

If primary stakeholders are selected within the record, then only the users that are selected as primary stakeholder will receive the records when this toggle is on.

When the I participate in toggle is on, you will see all the items where your role is assigned to activities within the item. This includes all roles that are assigned to a role family.
​This toggle will also highlight where you are only a manually added informee (on a process/value stream/managed document).

This toggle will highlight the places that the role of All Staff has been used. All Staff is a special role that automatically includes everyone in the company.

When a toggle is switched on or off on the summary screens (Processes, Value Streams, Managed Documents, Attachments), the setting will be remembered even after navigating away and returning. If you want to change it again, you’ll need to adjust it manually.