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Process Bookmarks

Process Bookmarks

Process Bookmarks allow you to save specific views of your process, including all applied filters and settings. This is particularly useful for quickly returning to a particular analysis setup or sharing it with team members.

Creating a Bookmark

To create a bookmark:

  1. Set up your process view with the desired filters and settings.
  2. Click the hamburger menu on the top right of your canvas and select Bookmark Dashboard.
  3. The name of the process will be automatically used as the bookmark name.

Your bookmark is now saved in the Bookmark List that can be accessed from the left icon sidebar.

Updating Bookmarks

To update a bookmark:

  1. Open the Bookmark List from the left icon sidebar, or just open the process dashboard you want to store under the bookmark.
  2. Make all changes to the dashboard, view, or filters as needed.
  3. Go to your Bookmark List and find the bookmark you want to update.
  4. Click the Edit icon next to the bookmark and click Update Bookmark.

Your bookmark is now updated with the latest changes.

Managing Bookmarks

To manage your bookmarks:

  • View Bookmarks: Open the Bookmark List from the left icon sidebar to see all your saved bookmarks.
  • Delete Bookmarks: Click the Delete icon next to a bookmark in the Bookmark List to remove it.
  • Organize Bookmarks: You can drag and drop bookmarks in the list to reorder them. It is also possible to create folders and sub-folders in the list by clicking on the […] next to the bookmark.
  • Search Bookmarks: Use the search bar at the top of the Bookmark List to quickly find a specific bookmark.
  • Rename Bookmarks: Click the Edit icon next to a bookmark […] in the Bookmark List to rename it.
  • Share Bookmarks: Click the Edit icon next to a bookmark […] in the Bookmark List to reveal a menu entry Share Link. This will generate a link you can share with others in your organization that have access to the dashboard.

info

If you have multiple bookmarks saved on a particular process, you can also add them to your dashboard it self so you can easily switch between views and filter settings. This can be done by using the Share Bookmark feature and copy the url into a TextChart with the following example code

Bookmarks:
[Name of the Bookmark](https://your.processmind.url/bookmark/12345)
[Name of the Bookmark1](https://your.processmind.url/bookmark/67892)

The system will automatically create a Button that will link to the bookmark, allowing you to easily switch between views and filter settings.