Toggles appear on the dashboard, processes, value streams, managed documents and attachments screens. You can switch the toggles on and off in any order, and preferences are remembered.
When all the toggles are off (grey), you will see all the items on the summary screens for your current 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.
Favourites
When the favourites toggle is on, you will see all the items that you have selected as favourites. 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 or within the item itself.
I own
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 selected users will receive the records when this toggle is on.
I'm a stakeholder
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, only the selected users will receive the records when this toggle is on.
I participate in
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 an informee on a managed document.
All participate in
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.
