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Use smart shortcuts to jump to key project areas

Use the Smart Shortcuts widget to quickly navigate to the most relevant project pages based on your recent activity and context.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Smart Shortcuts widget​

Locate the Smart Shortcuts card on your dashboard; it displays a curated list of shortcuts with icons, labels and when they were last used.

Open the Smart Shortcuts widget

Step 2: Review suggested shortcuts​

Scan the list of suggested shortcuts, noting the icon, title, brief description and relative time since each shortcut was last used or updated.

Review suggested shortcuts

Step 3: Identify project-specific shortcuts​

Look for shortcuts that include project names or folders, using them to jump directly into specific project areas such as dashboards, documents or workflows.

Identify project-specific shortcuts

Step 4: Use search-focused shortcuts​

Select any search- or filter-related shortcut, such as those with search or filter icons, to quickly reopen commonly used searches or filtered views.

Use search-focused shortcuts

Step 5: Open a shortcut destination​

Click a shortcut row to navigate immediately to the relevant page, such as reports, settings, tasks, automation or resource views, in the same browser tab.

Open a shortcut destination

Step 6: Refine your usage over time​

Continue using frequently accessed areas via shortcuts so the widget can prioritise and surface the most helpful options based on your ongoing activity.

Refine your usage over time

Last updated: 2026-06-27