Use casesBookmark manager

Build your bookmark manager.

Organize saved links by collection, tags and the reason you want to return to them.

How to build your bookmark manager

  1. Describe the job

    Organize saved links by collection, tags and the reason you want to return to them.

  2. Review the first version

    Choose how the owner records the URL and how the invited collaborator reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A bookmark manager example

Two saved links point to the same article with different tracking parameters.

Illustrative workflowBookmark manager

Bookmark manager example

Record
Bookmark manager · 01
Owner
Owner

Current stage · Owner

Open the URL

Two saved links point to the same article with different tracking parameters.

Read the full walkthrough
  1. Open the URL

    Two saved links point to the same article with different tracking parameters.

    Record:
    Bookmark manager · 01
    Owner:
    Owner
  2. Review the source availability

    Offer a reviewed duplicate merge while preserving the original references.

    Stage:
    Awaiting invited collaborator review
    Owner:
    Invited collaborator
  3. Keep the original link reference

    Keep the original link reference when a source becomes unavailable.

    Next action:
    Keep the original link reference when a source becomes unavailable.
    Owner:
    Collection owner

What to include in your bookmark manager

  • Keep the URL in context

    Keep URL, title, collection, tag, saved date and source availability together so the next person can understand the request or record.

  • When the next step needs a decision

    Two saved links point to the same article with different tracking parameters. Offer a reviewed duplicate merge while preserving the original references.

  • Keep source availability visible

    Keep the original link reference when a source becomes unavailable.

  • Choose what each person needs

    Give the owner a working view and the invited collaborator a review view. Keep URL and title attached to the decision as the work moves between them.

Questions about bookmark manager

Start with URL, title, collection, tag, saved date and source availability. Describe who enters the information and who reviews the next step.

Build your bookmark manager.

Start with your workflow and make it yours.

Get started