Skip to main content

Use smart shortcuts to quickly access key actions

Use the Smart Shortcuts widget to jump straight to your most relevant actions and pages based on recent activity and priority.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the page that contains the Smart Shortcuts widget​

Navigate to the area of the application where the Smart Shortcuts widget is displayed, usually shown as a card with a title, description and a list or grid of shortcut tiles.

Open the page that contains the Smart Shortcuts widget

Look through the shortcuts presented in the widget, noting their icons, labels, brief descriptions, and any badges or indicators showing category, importance or freshness.

Review the recommended shortcuts

Step 3: Choose a shortcut that matches what you want to do​

Identify the shortcut that best matches the task you want to perform, such as creating a new item, reviewing reports, checking alerts, or opening a key dashboard.

Choose a shortcut that matches what you want to do

Step 4: Click the shortcut to open the relevant page​

Select the shortcut tile or list item; the application will navigate you directly to the linked page or feature, using either the default behaviour or any custom click handling that has been configured.

Click the shortcut to open the relevant page

Step 5: Switch layout if multiple views are available​

If layout toggles are shown (for example, grid, list or compact views), select your preferred layout to change how shortcuts are displayed while keeping the same underlying set of actions.

Switch layout if multiple views are available

Step 6: Use freshness and usage indicators to prioritise actions​

Where visible, use indicators such as relative time labels, usage counts or priority badges to decide which shortcuts are most urgent or most frequently used before making your selection.

Use freshness and usage indicators to prioritise actions

Last updated: 2026-01-17