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Quick Add Actions

For when you just want to get one thing done quickly we have introduced a universal Quick Add menu which is always available on the screen. This means you no longer need to find your way to the correct place in the app to kick off something new.  It appears at the top right of the main menu panel as a bold Plus sign:



And is also there when you shrink the menu down to just icons:




When you click it you will see a pop-up menu with a shortcut to anything you are allowed to create.  The actual content you see will depend on the license you have and the user role you are assigned.  Each item represents a shortcut to the place in the app where you can commence your new task hopefully saving you a little bit of time finding where to get going.


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