When you log in to the Observe platform, you are taken to the Home page by default. You can customize the Home page to curate your own starting experience in Observe.

Add Favorites to your Home page

From any object in Observe that has the star icon (), such as dashboards and Datasets, you can add that object to your Favorites, where you can access them at any time by hovering on Favorites in the left navigation rail, or by viewing them on the Home page.

When you add an object as a Favorite, you are taking a snapshot of that object, including its filters and time range. Think of Favorites like bookmarks in your browser. You can organize your Favorites in Observe by creating folders and placing Favorites in your folders, as shown in this example:

Search for your favorite folders and objects by typing in the Search favorites field, or search for objects containing specific Object tags in the Search object tags field.

The visibility of your Favorite objects depends on if you save it in the Private area or the Workspace area, as described in the following table, using the image above for reference:

When you save a dashboard as a favorite, whether it's saved in your Private or Workspace area has no relation to the visibility of the dashboard itself.

Create folders to organize your Favorites

You organize the content on your Home page and create custom folders for different users, teams, or groups. For example, let's say you want to create separate folders for Engineering and Technical Support. Perform the following steps:

1. Click Favorites and then the + icon next to Workspace to open a dialogue box for creating a folder. You want to choose Workspace here because you want the folder and its contents to be shared and available to any user logged in to this tenant.
2. In the Folder Name field, enter Engineering and a description of the folder.
3. Toggle Add to Home page.
4. Click Create to add it to your Home page.
5. Click Explore and locate the content to add to your Engineering folder.
6. Once you locate a Dashboard or Dataset, click the Favorites icon to open the Favorites dialogue box and add it to the folder.

To create a second folder for Technical Support, use the following steps:

1. Click Favorites and then the + icon next to Workspace to open a dialogue box for creating a folder.
2. In the Folder Name field, enter Technical Support and a description of the folder.
3. Toggle Add to Home page.
4. Click Create to add it to your Home page.
5. Click Explore and locate the content to add to your Technical Support folder.

You can follow the same procedure to create folders in your Private area. Only the user who created the private folder can view the folder and its contents.

Add objects to your Favorites

To add an object to your Favorites, navigate to a dashboard, Dataset, or Resource, and click the star icon (), then complete the dialog box to add the object as a Favorite: