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Help Center / Getting Started / Bookmarks Overview

Bookmarks Overview

Bookmarks Overview

Save anything important from any app to a single personal Bookmarks page β€” messages, todos, wikis, policies, SOPs, library items, site pages, recognitions, and job listings β€” and find it again with one click.


What is the Bookmarks Feature?

Bookmarks is a platform-wide personal saved-items feature. A small bookmark icon appears next to bookmarkable records across MangoApps; clicking it stores a private reference on your /bookmarks page. There are no folders, tags, or shared lists β€” Bookmarks is a fast, personal β€œsave for later” surface that works the same way no matter which app you’re in.

Core Value Proposition:

  • 🎯 One Save, Anywhere β€” A single bookmark button works across messages, todos, wikis, policies, SOPs, libraries, site pages, recognitions, and jobs
  • πŸ”– Personal & Private β€” Your bookmarks are scoped to you; nobody else sees what you’ve saved
  • ⚑ One-Click Toggle β€” Bookmark and un-bookmark inline without leaving the page (Turbo-powered, no reload)
  • πŸ“‚ Grouped Inbox β€” The Bookmarks page groups saved items by type so you can scan them quickly

At a Glance

πŸ”— Bookmarkable Types ⏱️ Setup Time πŸ“ Access
10 record types 0 minutes User menu β†’ Bookmarks

Perfect For:

  • πŸ‘€ Any employee β€” quickly stash a message, todo, or wiki to come back to later
  • πŸ‘₯ Managers β€” keep a running list of important team messages, policies, or SOPs
  • πŸ§‘β€πŸ’Ό HR & Admins β€” save policies, SOPs, and job listings you reference repeatedly

How It Works

Bookmark Flow

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚                          BOOKMARK JOURNEY                                β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚                                                                         β”‚
β”‚   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”       β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”       β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”       β”‚
β”‚   β”‚   FIND ANY   β”‚  ───▢ β”‚   CLICK THE  β”‚  ───▢ β”‚  ICON FILLS  β”‚       β”‚
β”‚   β”‚   RECORD     β”‚       β”‚  πŸ”– BUTTON   β”‚       β”‚  (BOOKMARKED)β”‚       β”‚
β”‚   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜       β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜       β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”˜       β”‚
β”‚                                                         β”‚                β”‚
β”‚                                                         β–Ό                β”‚
β”‚                                                β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”         β”‚
β”‚                                                β”‚  APPEARS ON  β”‚         β”‚
β”‚                                                β”‚  /bookmarks  β”‚         β”‚
β”‚                                                β”‚  (grouped)   β”‚         β”‚
β”‚                                                β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”˜         β”‚
β”‚                                                       β”‚                  β”‚
β”‚                              β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”‚
β”‚                              β–Ό                        β–Ό            β–Ό    β”‚
β”‚                       β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”         β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚
β”‚                       β”‚ CLICK TO   β”‚         β”‚ CLICK πŸ—‘    β”‚ β”‚ TOGGLE  β”‚ β”‚
β”‚                       β”‚ JUMP BACK  β”‚         β”‚  TO REMOVE β”‚ β”‚ FROM    β”‚ β”‚
β”‚                       β”‚ TO RECORD  β”‚         β”‚            β”‚ β”‚ SOURCE  β”‚ β”‚
β”‚                       β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜         β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

What Can Be Bookmarked

                              β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
                              β”‚   BOOKMARKS     β”‚
                              β””β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”˜
                                       β”‚
   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
   β–Ό              β–Ό              β–Ό              β–Ό              β–Ό              β–Ό
β”Œβ”€β”€β”€β”€β”€β”€β”€β”   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚ Msg & β”‚   β”‚  Todos    β”‚   β”‚ Wikis   β”‚   β”‚ Library β”‚   β”‚  Policy  β”‚   β”‚   SOP    β”‚
β”‚ Reply β”‚   β”‚           β”‚   β”‚         β”‚   β”‚  Items  β”‚   β”‚   Hub    β”‚   β”‚   Hub    β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”˜   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
                                  β”‚
        β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
        β–Ό                         β–Ό                         β–Ό
   β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”            β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”         β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
   β”‚   Site   β”‚            β”‚  Recognition β”‚         β”‚  Recruiting  β”‚
   β”‚  Pages   β”‚            β”‚    Posts     β”‚         β”‚    Jobs      β”‚
   β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜            β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜         β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Key Features

πŸ”– Universal Bookmark Button

The same compact icon appears next to bookmarkable records across the platform. Filled = bookmarked, hollow = not bookmarked. Clicking toggles state via Turbo Stream β€” only the button rerenders, no page reload, no scroll loss.

Feature Description
One-click toggle Add or remove a bookmark with a single click
In-place update Button rerenders via Turbo Stream β€” no full-page navigation
Accessible aria-pressed and screen-reader text reflect bookmark state
N+1 safe List views can pass a precomputed bookmarked flag to avoid per-row lookups

Use Case: While scrolling a workspace conversation, click the bookmark icon next to an important update from your manager β€” it’s instantly saved without leaving the thread.


πŸ“‘ The Bookmarks Page

The /bookmarks page is a private inbox of everything you’ve saved. Items are grouped by type (Workspace Messages, Wikis, Library Items, etc.) with a count per group, sorted with the newest first, and paginated 25 per page.

Feature Description
Grouped by type Each record type gets its own card with a count
Click to jump Click any saved item to open the original record
Inline remove Trash icon next to each item removes the bookmark with a confirm prompt
Empty state Friendly prompt explains how to start bookmarking when the list is empty
Pagination 25 items per page; query parameters preserved across pages

Use Case: Open Bookmarks before a 1:1 to review the half-dozen messages and todos you flagged this week, all grouped on one page.

πŸ’‘ Pro Tip: Bookmarks is reachable from any page β€” click your avatar in the top navbar, then Bookmarks. It sits next to My Stuff, Drafts, and Trash in the personal-productivity menu.


🌐 Supported Record Types

Ten record types are bookmarkable today. Adding a new type is an explicit allowlist change in the controller β€” arbitrary classes can’t be bookmarked from the URL.

Type What you save
Workspace Messages Conversation posts inside any workspace
Message Comments Individual replies on a workspace message
Todos / Tasks Items from Tasks or workspace todos
Wikis Wiki pages
HR Policies Entries from Policy Hub
SOPs Entries from SOP Hub
Library Items Documents and files from Libraries
Site Pages Pages inside Sites
Recognition Posts Recognition feed posts
Recruiting Jobs Job postings from Job Board

πŸ”’ Privacy & Scoping

  • Personal β€” every bookmark is scoped to a single user; bookmarks aren’t visible to anyone else
  • Tenant-isolated β€” bookmarks are also scoped to your business and only resolve records inside it
  • Unique per record β€” you can’t double-bookmark the same record (a database uniqueness constraint enforces it)
  • Cascade-clean β€” when a user or business is removed, their bookmarks are removed automatically

User Roles & Permissions

Bookmarks is a personal feature β€” there are no admin settings, approvals, or shared lists. Every signed-in user gets the same capability.

Role Capabilities
Employee Bookmark and un-bookmark any record they can see; view and clear their own Bookmarks page
Manager Same as employee (no manager-only features)
HR / Admin Same as employee (no admin configuration)

How We Compare

Saved-items / favorites features in popular collaboration tools:

Feature MangoApps Workforce Slack Saved Items Microsoft Teams Saved Notion Favorites
Save messages βœ… βœ… βœ… ⚑
Save todos / tasks βœ… ❌ ❌ βœ…
Save wikis / docs βœ… ❌ ⚑ βœ…
Save policies / SOPs βœ… ❌ ❌ ⚑
Save site / portal pages βœ… ❌ ❌ βœ…
Save job listings βœ… ❌ ❌ ❌
Cross-app, one-click toggle βœ… ⚑ ⚑ ⚑
Single grouped inbox βœ… βœ… βœ… ⚑
Legend: βœ… Included ❌ Not Available ⚑ Limited or workaround

Why MangoApps Workforce?

  • πŸ”— One Bookmarks page across the entire workforce platform β€” not separate β€œsaved” lists per app
  • 🧩 Drop-in pattern β€” any new MangoApps record type can become bookmarkable by adding to a single allowlist
  • πŸ›‘οΈ Tenant-safe by design β€” bookmarks resolve only against records inside your business

Getting Started

For Employees

  1. Find any bookmarkable record (a workspace message, todo, wiki, policy, SOP, library item, site page, recognition, or job listing)
  2. Click the πŸ”– bookmark icon next to its title β€” the icon fills to confirm
  3. Open your avatar menu β†’ Bookmarks at any time to see what you’ve saved
  4. Click any saved item to jump back to it; click the trash icon to remove it

For Developers Adding a New Bookmarkable Type

  1. Add the model class name to ALLOWED_BOOKMARKABLE_TYPES in BookmarksController
  2. Render <%= render 'shared/bookmark_button', bookmarkable: record %> next to the record’s title
  3. Add a case branch in PolymorphicLinkHelper#polymorphic_record_url so saved items link back to the right page

Best Practices

  • βœ… Bookmark proactively while reading β€” it’s faster than searching for the same message again later
  • βœ… Sweep your Bookmarks page weekly and remove anything you’ve already acted on
  • βœ… When rendering the bookmark button inside a list view, precompute bookmark state in one query and pass bookmarked: to the partial to avoid an N+1
  • βœ… Use Bookmarks for β€œI’ll come back to this” and Drafts for β€œI’m not done writing this yet” β€” they sit side-by-side in the user menu

Frequently Asked Questions

Q: Can other people see what I’ve bookmarked?
A: No. Bookmarks are personal and scoped to your user account; no one else can see them.

Q: What happens if the original record is deleted?
A: The bookmarked record is loaded when the Bookmarks page renders. If a record no longer exists or has no resolvable URL, the entry falls back to a plain text label so the page still renders cleanly.

Q: Can I bookmark the same item twice?
A: No. A database uniqueness constraint per user + record prevents duplicate bookmarks. Clicking the bookmark icon a second time removes the existing bookmark.

Q: Where do I find Bookmarks?
A: Click your avatar in the top navbar β€” Bookmarks sits in the same menu as My Profile, My Stuff, Drafts, and Trash.



One save button. Every app. Your personal Bookmarks page.

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