πŸ“‘ Bookmark Module Overview

The Bookmark Module works similarly to browser bookmarks. It allows you to create shortcuts to projects, documents, or folders inside Triark Cloud, making navigation faster and easier.
πŸ“– Read time:
4
min
πŸ”– Category:
Bookmark

A Bookmark is a shortcut to almost any place in Triark. Bookmarks let you quickly jump to frequently visited items in Triark Cloud without searching or navigating through lists.

πŸ“‚ Folders & Organization

Bookmarks are organized into folders, just like in Chrome or other browsers. You can create as many folders and subfolders as you need to structure your bookmarks.

Example folder structure:

  • Document Shortcuts
    • Often Visited
    • Critical Documents
  • Project Bookmarks

πŸ–±οΈ How to Add a Bookmark

  1. Right-Click in the Bookmark Module
    • Right-click inside the Bookmark panel on the left menu.
    • Choose + Folder to create a folder (optional).
    • Name your folder for better organization.
  2. Create the Bookmark
    • Open the project or document you want to bookmark.
    • Click the bookmark icon (located to the right of the breadcumb in the top left of your screen) to create a shortcut.
    • Choose a folder for your bookmark.

πŸ—‘οΈ How to Delete or Rename a Bookmark

  • Right-click on any bookmark or folder inside the bookmark panel in your main menu:
    • Rename the folder or bookmark.
    • Delete the shortcut or folder.

Deleting a bookmark does not remove the original document, project, or folderβ€”it only removes the shortcut.

πŸ“‹ Example Use Case

Scenario Action
Frequently accessed project Add to Project Bookmarks folder
Important document you often update Bookmark in Often Visited
Critical WBS or Zone folder Save a shortcut under Folder Shortcuts

❓ FAQ

Q: Do bookmarks affect project or document permissions?
No. Bookmarks are only shortcuts. Users still need correct access rights to open the document or project.

Q: Can I bookmark something without folders?
Yes! You can create bookmarks directly, but organizing them into folders is recommended for clarity.

Q: Does deleting a bookmark delete the document?
No, deleting a bookmark removes the shortcut only.

Q: Where do I find the Bookmark menu?
On the left-side menu, below User Administration and Emails, you’ll see Bookmarks.

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