Quick Add

Create tasks, time entries, deals, contacts, and more from anywhere in the app using the Quick Add button.

Updated over a week ago

With the Quick Add (+) button, you are now able to perform actions directly from the main menu. Using this feature, you can create the following:

  • Time Entries

  • Tasks

  • Deals

  • Budgets

  • Projects

  • Invoices

  • Payments

  • Expenses

  • Reports

  • Contacts

  • Companies

  • Invites to people

Customizing your Quick Add menu

If you don't need all the options above to be shown at all times and clutter your view, there are several options on how to customize your Quick Add menu.
Easily unpin items you don't need and pin those that will actively be used by toggling the Pin icon next to an item.

Furthermore, you can collapse or expand the menu as needed to either show only your pinned items or display all the available items.

Creating a task through Quick Add

Let's take a closer look and note how you are actually in the budgets menu and you don't have to exit it to create a task.

From this popup, you can add all vital information related to a task, starting with the project name, board, task title, and description.

Below, you can also set the Start and Due date, insert an attachment and designate the Assignee for this task.

Did this answer your question?