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Planview Customer Success Center

Recently Accessed and Favorite Boards

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About Recent Boards

The Recent Boards list includes a maximum total of 20 boards of the boards that you have recently viewed and boards you have marked as favorites. The favorite boards are listed first in alphabetical order, followed by the recent boards with the most recently viewed board at the top.

Accessing Recently Accessed and Favorite Boards

You can access Recent Boards by clicking the AgilePlace logo in the top menu bar, and from the Home view.

Adding a Board to Favorites

When you mark a board as a favorite, it remains in the Recent Boards list until you remove it.

  1. Click the AgilePlace logo > Home. The Home view appears.
  2. In the Boards tab, scroll or use the filter to locate a board.
  3. To mark the board as a favorite, click the Add to Favorites star in the top right corner. The board is added to the Recent Boards section and list. 

Removing a Board from Favorites

  1. Click the AgilePlace logo > Home. The Home view appears.
  2. In the Boards tab, scroll or use the filter to locate the board.
  3. To remove the board from your favorites, click the Remove from Favorites star in the top right corner. The board is removed from the Recent Boards list according to when it was most recently viewed.