How to star assets

Atlan allows you to star your most used assets and bookmark them for quick and easy access.

Once you have starred your assets, you can:

• Access your starred assets from anywhere in Atlan
• Get a personalized view of your homepage with starred assets
• Filter by your starred assets
• Sort your assets by star count
• View starred activity in the activity log
• Set up Slack or Microsoft Teams notifications for metadata updates

Star an asset

Navigate to the left menu of any screen in Atlan and click Assets to begin:

From asset sidebar

To star an asset from the asset sidebar:

1. From the Assets page, click an asset you want to star.
2. Navigate to the the upper right of the Overview sidebar and click the star button to star the asset and add it to your list of starred assets.

From asset profile

To star an asset from the asset profile:

1. From the Assets page, right-click an asset you want to star and select Open profile.
2. Navigate to the top right of the asset profile and click the star button to star the asset and add it to your list of starred assets.

Click the star button again to remove the asset from your list of starred assets.

View starred assets

Once you have starred your assets, you can use the Starred assets widget to view them from anywhere in Atlan. The starred assets widget will show you a total count and complete list of your starred assets.

To view starred assets:

1. From the top right of any screen in Atlan, click the star icon. This will also show you a total count of your starred assets.
2. From the Starred assets popup, you can view starred assets sorted by most recently starred or use the search bar to search for specific starred assets. Click Open in Assets to view all your starred assets.
3. The corresponding Assets page will only show all your starred assets with the Starred assets filter applied. To further refine your search, add more filters.
4. (Optional) Next to the search bar on the Assets page, click the sort button. From the Star count sorting menu, click Most starred to view most starred assets or Fewest starred to view least starred assets. 
5. Click any starred asset to view more details:
   • In the top right of the Overview sidebar, hover over the star button to view total star count and users who have starred it in a popover.
   • From the sidebar tabs on the right, click the Activity tab to view starred activity by user and timestamp.

Enable metadata update alerts

You can set up Slack or Microsoft Teams notifications for metadata updates on all your starred assets in Atlan. You can also customize the type of change alerts you want to receive. With real-time alerts directly delivered to your Slack or Microsoft Teams account, you can stay informed about the latest changes to your starred assets.

Before you can set up notifications for starred assets, you will need to:

• Slack:
  • Integrate Slack and Atlan
  • Link your Slack account to Atlan
• Microsoft Teams:
  • Integrate Microsoft Teams and Atlan:
    • For any existing Microsoft Teams integrations prior to February 22, 2024 only, you will need to update the Atlan app in your Microsoft Teams workspace to use this feature.
    • For all new Microsoft Teams integrations from February 22, 2024 onward, no additional configuration required.
  • Link your Microsoft Teams account to Atlan

To enable notifications for starred assets:

1. From the top right of any screen in Atlan, click the star icon.
2. From the bottom left of the Starred assets popup, click Enable notifications.
3. To link your Slack or Microsoft Teams account:
   • If you have already linked your Slack account, skip this step. To link your Slack account to Atlan, in the Receive notifications for starred assets dialog, click Slack, and from the corresponding screen, click Allow to continue.
   • If you have already linked your Microsoft Teams account, skip this step. To link your Microsoft Teams account to Atlan, in the Receive notifications for starred assets dialog, click Teams, and from the corresponding screen, click Allow to continue.
4. In the notifications setup dialog, for Notify me about, you can either:
   1. Click All updates to receive notifications for all the changes listed in Custom updates made to your starred assets.
   2. Click Custom updates to limit notifications to specific types of metadata updates:
      
      • Click Name to receive an alert when the name of an asset is updated.
      • Click Description to receive an alert when a description is added to, updated, or removed from an asset.
      • Click Announcement to receive an alert when an announcement is added to, updated, or removed from an asset.
      • Click Certificate to receive an alert when a certificate is added to, updated, or removed from an asset.
      • Click Owners to receive an alert when an owner is assigned to or removed from an asset.
      • Click Readme to receive an alert when a README is added to, updated, or removed from an asset.
      • Click Terms to receive an alert when a term is linked to or unlinked from an asset.
      • Click Tags to receive an alert when a tag is attached to or removed from an asset.
      • Click Propagated Tags to receive an alert when a tag is propagated to or removed from an asset.
   3.  Click Save to save your notification preferences.
5. (Optional) To edit notification settings, from the bottom left of the Starred assets popup, click Enabled. In the notifications setup dialog, you can further customize your notifications.
6. (Optional) To remove notifications, from the bottom left of the Starred assets popup, click Enabled. In the notifications setup dialog, click Disable notifications to reset your notification settings.

You will now receive Slack or Microsoft Teams notifications for changes made to all your starred assets in Atlan! 🎉