Quick Actions


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


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. You can either click on the actions or navigate them using your arrow keys. 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).