What You'll Learn:
How to create and save favorites
How to add favorites to your dashboard
How to customize and organize favorites
Role-specific favorite examples
What Are Favorites?
Favorites 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:
Favorites 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 Favorite
Step 1: Apply Your Filters
Navigate to the page you want to create a favorite 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 Favorite
Once your filters are applied, click the Favorites button at the top of the page
Enter a descriptive name for your favorite (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 favorite
Your favorite will now appear as a tile on your dashboard
Customizing Your Favorites
Color Coding
Hover your mouse over the upper-right corner of a favorite 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 Favorite
To update a favorite with new filter settings:
Navigate to the page and apply your new filters
Click the Favorites button
Save with the same name as your existing favorite
This will overwrite the previous favorite with your new settings
Tip: Use "Relative to now" date filters (e.g., beginning of day, week, month) to create favorites that automatically update without manual changes.
Suggested Favorites 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) |
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 |
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 |
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 |
For Administrators
What to Track | Page | Filters to Apply |
Completed tasks to archive | Tasks | Status: Complete |
Billing cards not linked to accounting software | Billing > Billing Cards | Linked to partner: No |
Troubleshooting
Favorites Not Saving
If your favorites 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 favorite 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 Favorite
If clicking a favorite shows different results than expected:
Clear your browser cache completely
Delete and recreate the favorite
Ensure you're saving the favorite with the correct filters applied
Customer Portal Favorites
Clients with portal access can also create favorites to save filtered views of their properties, tasks, and defects. The process is the same:
Apply filters on any list view
Click Favorites
Name and save the favorite
Tips for Success
Use descriptive names that clearly identify what the favorite shows
Create multiple favorites for different scenarios rather than one complex favorite
Review and update your favorites 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 favorites, contact your Customer Success Manager or reach out to Uptick Support.
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