Bookmarks in Upbase

If you frequently use a page in Upbase—such as a project page, task list, or document—you can bookmark it in the sidebar for quick access.

Add bookmarks

There are three ways to add a bookmark.

Option 1: Bookmark the current page

1. Navigate to the page you want to bookmark.
2. Click Add bookmark in the Bookmarks section of the left sidebar.

The Add bookmark popup will appear.

Notes

• Clicking Add bookmark saves the current page.
• If the page belongs to a project, the bookmark color is automatically based on the project color.
• Upbase suggests an icon based on the page type (for example, a Doc icon for documents).
• You can rename the bookmark to anything you like.

Option 2: Use the bookmark menu

Option 3: Paste a URL

You can also bookmark a page by pasting its link.

1. Copy the URL of the page you want to bookmark.
2. Click Add bookmark.
3. Paste the URL into the form and save.

Bookmark external links

Bookmarks aren’t limited to pages inside Upbase. You can also save external links, such as:

• Client resources
• Websites
• Tools from other apps

To bookmark an external link:

1. Click Add bookmark.
2. In the popup, click Clear to reset the form.

3. Enter the link and a name for the bookmark.
4. Save.

Organize bookmarks with groups

If you have many bookmarks, groups help keep things organized.

Create a bookmark group

1. Hover over Bookmarks in the sidebar.
2. Click the + button.
3. Select Group.

To add a bookmark inside a group, hover over the folder name and click the + button.

Notes

• Drag and drop bookmarks to reorder them or move them in and out of groups.
• You can also drag and drop groups to reorder them.

Edit or delete bookmarks

To edit or delete a bookmark:

1. Hover over the bookmark name.
2. Click the … icon.
3. Select Edit or Delete.

Access bookmarks from your browser

You can also access your Upbase bookmarks directly from your browser using the Upbase New Tab Chrome extension.

This lets you:

• Open bookmarked pages faster
• Access important Upbase pages without opening the app first
• Keep frequently used links one click away

If you use bookmarks daily, the extension makes them even more convenient to access.