What You'll Learn:
How to create and save favourites
How to add favourites to your dashboard
How to customize and organize favourites
Role-specific favourite examples
What Are Favourites?
Favourites in Uptick allow you to save filtered views of your data for quick access. They help you manage daily tasks more efficiently by putting your most important information at your fingertips.
Key Points:
Favourites are personal to your login—only you can see them
They can be added as tiles to your dashboard
You can customize them with colors and arrange them to suit your workflow
How to Create a Favourite
Step 1: Apply Your Filters
Navigate to the page you want to create a favourite for (e.g., Tasks, Customer Data > Assets > Remarks, Billing > Invoices)
Click Add filter to select your criteria
Apply all the filters you need to see the exact data you want
Step 2: Save as a Favourite
Once your filters are applied, click the Favourites button at the top of the page
Enter a descriptive name for your favourite (e.g., "Overdue Tasks" or "Open Defects to Quote")
Click Add to save
Step 3: Add to Your Dashboard
Go to your Dashboard
Click to add the newly created favourite
Your favourite will now appear as a tile on your dashboard
Customizing Your Favourites
Color Coding
Hover your mouse over the upper-right corner of a favourite tile
Click the pencil icon
Select a color from the options
Rearranging Tiles
Click and drag tiles to rearrange them on your dashboard
Organize them in a way that matches your workflow
Updating an Existing Favourite
To update a favourite with new filter settings:
Navigate to the page and apply your new filters
Click the Favourites button
Save with the same name as your existing favourite
This will overwrite the previous favourite with your new settings
Tip: Use "Relative to now" date filters (e.g., beginning of day, week, month) to create favourites that automatically update without manual changes.
Suggested Favourites by Role
For Schedulers
What to Track | Page | Filters to Apply |
Tasks ready to assign | Tasks | Status: Ready |
Overdue tasks | Tasks | Due status: Overdue |
Unassigned tasks | Tasks | Assigned (Technician): No assigned (Technician) |
Appointment Notifications to send | Scheduler > Send Notifications | Status: Schedules Scheduled After: Relative to now |
For Quoting Teams
What to Track | Page | Filters to Apply |
Defects to quote | Customer Data > Assets > Remarks | Severity: Applicable severities |
Critical defects | Customer Data > Assets > Remarks | Severity: Critical |
Approved quotes ready to action | Defect Quotes / Service Quotes | Status: Approved |
Defect/Service Quotes submitted | Defect Quotes / Service Quotes | Review before: today's date |
Draft Defect Quotes / Service Quotes | Defect Quotes / Service Quotes | Status: Draft |
For Invoicing Teams
What to Track | Page | Filters to Apply |
Tasks ready to invoice | Tasks | Status: Performed |
Draft invoices | Billing > Invoices | Status: Draft |
Expired billing contracts | Billing > Billing Contracts | Has expired: Yes |
Fixed billing invoice drafts | Tasks | Status: Office Review |
For Operations/Service Managers
What to Track | Page | Filters to Apply |
Tasks requiring revisit | Tasks | Status: Revisit |
Tasks without due dates | Tasks | Due status: Blank |
Tasks assigned to inactive users | People > Users | Status: Inactive |
Tasks belonging to a specific Branch | Tasks | Branch: Each applicable branch |
Tasks created by you | Tasks | Author: Your Name |
Completed tasks to archive | Tasks | Status: Complete |
Billing cards not linked to accounting software | Billing > Billing Cards | Linked to partner: No |
Inactive Users | People > Users | Status: Inactive |
Specific Upcoming Routines | Customer Data > Routine Servicing | Routine Service Type: Applicable Routine Service Type Due After: Beginning of month |
Troubleshooting
Favourites Not Saving
If your favourites aren't saving properly:
On Web Platform:
Refresh your browser (Ctrl+F5 or Cmd+Shift+R)
Clear your browser cache and cookies
Try using private/incognito mode
Recreate the favourite and test again
If Multiple Users Are Affected: Contact Uptick Support as this may indicate a system-wide issue.
Filters Not Applying When Clicking a Favourite
If clicking a favourite shows different results than expected:
Clear your browser cache completely
Delete and recreate the favourite
Ensure you're saving the favourite with the correct filters applied
Customer Portal Favourites
Clients with portal access can also create favourites to save filtered views of their properties, tasks, and defects. The process is the same:
Apply filters on any list view
Click Favourites
Name and save the favourite
Tips for Success
Use descriptive names that clearly identify what the favourite shows
Create multiple favourites for different scenarios rather than one complex favourite
Review and update your favourites regularly to ensure they still meet your needs
Use relative date filters when possible to avoid manual updates
Consider branch filters if your company uses multiple branches
Need Help?
If you need assistance setting up favourites, contact your Customer Success Manager or reach out to Uptick Support.
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