Access the Global Add Shortcuts

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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 gray plus (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
    Other > Import Data Import CosmoLexData
Updated on April 14, 2022

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