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Access the Global Add Shortcuts

The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.

Access Global Add Shortcuts

To access the global add shortcuts:

  1. Toward the upper right of your screen, click the + (Shortcuts) icon.
  2. From the shortcuts drop-down, click the desired activity.
    The applicable screen opens:

    Activity Screen
    Time Add Timecard
    Expense (Soft Cost) Add Expense
    Expense (Hard Cost) Expense – Hard Cost
    Note Add Note
    Event Add Event
    Task Add Task
    Contact Add Contact

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