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Pro User - Favorite Links Setup

Pro User - Favorite Links Setup


Welcome to Pro! Here you have all the standard features from the Starter and Basic plan, plus a suite of productivity tools designed to help you work smarter, not harder.


In this guide, we’ll discuss Favorite Links.


It should take just 5 minutes, let's take a look:


A. Scrolling down, you can add some important links to your transaction:

  1. Expand FAVORITE LINKS
  2. Click + LINK


B. Add your link:

  1. Provide a name that makes it recognizable (e.g. Utility Transfer)
  2. Search for your target website, then paste the full link in here (e.g. https://www.utilities.com/start-stop-service/)
  3. Set visibility (note - this can be updated after importing to your transaction)
  4. Click SUBMIT:

C. Go to your TRANSACTIONS:


D. Click on the transaction you want to import the Favorite Link to:

E. Under Other Info (bottom right):

1. Expand USEFUL LINKS

2. Click on the + sign

3. Click IMPORT FAVORITE LINKS:

F. Import your Favorite Link:

1. Select your Favorite Link

2. Click IMPORT:


If you have any additional questions and concerns don't hesitate to reach out. And for an even more effortless productivity, click here to learn about the Pro Plan Guide and how it can make your Team Work easier, your Checklists smarter and your unexpected setbacks under control.




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