Latest Update: 4-13-2026
What is a Bookmark in Planera?
Have you ever felt like saving a view on the canvas, table, Gantt or any other module so that you can access it with ease later? Or have you ever wanted to share a view with a collaborator?
Bookmarks help you do exactly that!
How to Create a Bookmark?
Navigate to the view that you would like to bookmark
Click on the Bookmark button conveniently located next to Share in the header
3. Click on Bookmark this View, enter the title and description (optional)
Copy the Link to View and bookmark this view
Copy Link to View: If you just want to create a quick link of a view to share with others without creating a bookmark to avoid writing a name and description, use this option.
Bookmark this View: If you want to create a proper list of bookmarks that can be seen, accessed and shared by others anytime, use this option.
Reordering Bookmarks
Hovering on a bookmark shows a drag handle on the left
Click and hold the drag handle to move the bookmark and drop it
And there you have it, the position has changed!
Renaming Bookmarks
Don’t like the current name? Change it to your preference. You can rename the bookmark through the Edit Bookmark button
Copy a Link and Delete
You can share bookmarks with any member of your team by copying the bookmark link
You can also Delete bookmarks with ease.
Bookmarks in the Field Schedule
When creating a new Field Schedule, you can bring your Master Schedule bookmarks into the Field Schedule by checking All Bookmarks on the import screen. This saves you from recreating saved views for your field team.
All Master Schedule bookmarks are imported when this option is selected
This is a one-time import and will not sync with future Field Schedule versions
Bookmarks in the Field Schedule can be edited or deleted independently without affecting the Master Schedule
Steps:
During Field Schedule creation, on the Select Bookmarks, Resources and Codes to Import screen, check All Bookmarks.
Once the Field Schedule is created, open the Bookmarks panel to confirm your saved views are available.
For more on creating a Field Schedule, see Create a New Field Schedule.