Quick Actions

Description

Access the most common actions on the platform no matter what page you are on.

Explanation

As more users continue to build their workflow around the platform we want to make sure you can stay productive and stay in the flow no matter where you are or what you are currently working on. By pressing CMD/CTRL + K or clicking the Quick Actions button in the upper-left, you will see a menu showing you a list of actions you can take. These actions are exactly the same as if you take them on any page they live on (ex: "Add company to..." is the same as the

button on your Companies tab).

image