Using the watchlist
The Watchlist is your personal board for tracking important records. You can save any record you view on a Detail Page and organize it into one of four columns.
Adding a record to the watchlist
- Open a Detail Page for the record you want to track.
- Find the bookmark/watchlist icon in the page header area.
- Click it to add the record to your Watchlist. You may be prompted to select which column to place it in.
- A confirmation is shown and the record is saved to your Watchlist immediately.
If a record is already in your Watchlist, the icon reflects its saved state.
Removing a record from the watchlist
You can remove a record in one of two ways:
- On the Detail Page of a saved record, click the watchlist icon again to remove it.
- Go to the Watchlist page, find the card, and click the Delete (trash) button on the card. A confirmation dialog appears. Confirm the removal to delete the card.
The watchlist board
Access the Watchlist from the main navigation menu. The board shows four columns. Each saved record appears as a card with:
- Record title (top line) — the name or identifier of the record.
- View name — the name of the view where this record lives.
- A navigation arrow icon — click it to open the record's Detail Page directly.
- A delete button — click to remove the card from the Watchlist.
- Creation date — shown at the bottom of the card.
The column counters on the Home page and Watchlist page show how many cards are in each column.