Bookmarks Overview
Save anything important from any app to a single personal Bookmarks page — messages, todos, wikis, policies, SOPs, library items, site pages, recognitions, and job listings — 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 — Bookmarks is a fast, personal “save for later” surface that works the same way no matter which app you’re in.
Core Value Proposition:
- 🎯 One Save, Anywhere — A single bookmark button works across messages, todos, wikis, policies, SOPs, libraries, site pages, recognitions, and jobs
- 🔖 Personal & Private — Your bookmarks are scoped to you; nobody else sees what you’ve saved
- ⚡ One-Click Toggle — Bookmark and un-bookmark inline without leaving the page (Turbo-powered, no reload)
- 📂 Grouped Inbox — The Bookmarks page groups saved items by type so you can scan them quickly
At a Glance
| 🔗 Bookmarkable Types | ⏱️ Setup Time | 📍 Access |
|---|---|---|
| 10 record types | 0 minutes | User menu → Bookmarks |
Perfect For:
- 👤 Any employee — quickly stash a message, todo, or wiki to come back to later
- 👥 Managers — keep a running list of important team messages, policies, or SOPs
- 🧑💼 HR & Admins — save policies, SOPs, and job listings you reference repeatedly
How It Works
Bookmark Flow
┌─────────────────────────────────────────────────────────────────────────┐
│ BOOKMARK JOURNEY │
├─────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ FIND ANY │ ───▶ │ CLICK THE │ ───▶ │ ICON FILLS │ │
│ │ RECORD │ │ 🔖 BUTTON │ │ (BOOKMARKED)│ │
│ └──────────────┘ └──────────────┘ └──────┬───────┘ │
│ │ │
│ ▼ │
│ ┌──────────────┐ │
│ │ APPEARS ON │ │
│ │ /bookmarks │ │
│ │ (grouped) │ │
│ └──────┬───────┘ │
│ │ │
│ ┌────────────────────────┼────────────┐ │
│ ▼ ▼ ▼ │
│ ┌────────────┐ ┌────────────┐ ┌─────────┐ │
│ │ CLICK TO │ │ CLICK 🗑 │ │ TOGGLE │ │
│ │ JUMP BACK │ │ TO REMOVE │ │ FROM │ │
│ │ TO RECORD │ │ │ │ SOURCE │ │
│ └────────────┘ └────────────┘ └─────────┘ │
└─────────────────────────────────────────────────────────────────────────┘
What Can Be Bookmarked
┌─────────────────┐
│ BOOKMARKS │
└────────┬────────┘
│
┌──────────────┬──────────────┬─────┴────────┬──────────────┬──────────────┐
▼ ▼ ▼ ▼ ▼ ▼
┌───────┐ ┌───────────┐ ┌─────────┐ ┌─────────┐ ┌──────────┐ ┌──────────┐
│ Msg & │ │ Todos │ │ Wikis │ │ Library │ │ Policy │ │ SOP │
│ Reply │ │ │ │ │ │ Items │ │ Hub │ │ Hub │
└───────┘ └───────────┘ └─────────┘ └─────────┘ └──────────┘ └──────────┘
│
┌─────────────────────────┼─────────────────────────┐
▼ ▼ ▼
┌──────────┐ ┌──────────────┐ ┌──────────────┐
│ Site │ │ Recognition │ │ Recruiting │
│ Pages │ │ Posts │ │ Jobs │
└──────────┘ └──────────────┘ └──────────────┘
Key Features
🔖 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 — 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 — 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 — it’s instantly saved without leaving the thread.
📑 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.
💡 Pro Tip: Bookmarks is reachable from any page — 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 — 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 |
🔒 Privacy & Scoping
- Personal — every bookmark is scoped to a single user; bookmarks aren’t visible to anyone else
- Tenant-isolated — bookmarks are also scoped to your business and only resolve records inside it
- Unique per record — you can’t double-bookmark the same record (a database uniqueness constraint enforces it)
- Cascade-clean — when a user or business is removed, their bookmarks are removed automatically
User Roles & Permissions
Bookmarks is a personal feature — 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 | ✅ | ✅ | ✅ | ⚡ |
| Save todos / tasks | ✅ | ❌ | ❌ | ✅ |
| Save wikis / docs | ✅ | ❌ | ⚡ | ✅ |
| Save policies / SOPs | ✅ | ❌ | ❌ | ⚡ |
| Save site / portal pages | ✅ | ❌ | ❌ | ✅ |
| Save job listings | ✅ | ❌ | ❌ | ❌ |
| Cross-app, one-click toggle | ✅ | ⚡ | ⚡ | ⚡ |
| Single grouped inbox | ✅ | ✅ | ✅ | ⚡ |
| Legend: ✅ Included | ❌ Not Available | ⚡ Limited or workaround |
Why MangoApps Workforce?
- 🔗 One Bookmarks page across the entire workforce platform — not separate “saved” lists per app
- 🧩 Drop-in pattern — any new MangoApps record type can become bookmarkable by adding to a single allowlist
- 🛡️ Tenant-safe by design — bookmarks resolve only against records inside your business
Getting Started
For Employees
- Find any bookmarkable record (a workspace message, todo, wiki, policy, SOP, library item, site page, recognition, or job listing)
- Click the 🔖 bookmark icon next to its title — the icon fills to confirm
- Open your avatar menu → Bookmarks at any time to see what you’ve saved
- Click any saved item to jump back to it; click the trash icon to remove it
For Developers Adding a New Bookmarkable Type
- Add the model class name to
ALLOWED_BOOKMARKABLE_TYPESinBookmarksController - Render
<%= render 'shared/bookmark_button', bookmarkable: record %>next to the record’s title - Add a case branch in
PolymorphicLinkHelper#polymorphic_record_urlso saved items link back to the right page
Best Practices
- ✅ Bookmark proactively while reading — it’s faster than searching for the same message again later
- ✅ Sweep your Bookmarks page weekly and remove anything you’ve already acted on
- ✅ 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 - ✅ Use Bookmarks for “I’ll come back to this” and Drafts for “I’m not done writing this yet” — 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 — Bookmarks sits in the same menu as My Profile, My Stuff, Drafts, and Trash.
Related Resources
- Apps Overview — The full marketplace of MangoApps Workforce apps
- Workspace App Overview — Where most bookmarkable messages and todos live
- Libraries App Overview — Document repository whose items are bookmarkable
- Policy Hub Overview — HR policies that can be bookmarked
- SOP Hub Overview — Standard operating procedures that can be bookmarked
One save button. Every app. Your personal Bookmarks page.