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

  • Time Entries
  • Tasks
  • Deals
  • Budgets
  • Projects
  • Invoices
  • Payments
  • Expenses
  • Insights
  • 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 items that are available.

Example - 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 actually have to exit it in order 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 a 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?