Create and Edit Quick Actions

Quick Actions are shortcuts to boards, pinned notification templates, external URLs, and maps. As an administrator, you determine if Quick Actions appear on a user's homepage, and which shortcuts are available. You can create up to 24 Quick Actions and arrange them in your preferred order by dragging and dropping.

The admin homepage, available in the Admin View, has three pre-configured Quick Actions that cannot be changed.

To create Quick Actions on the user's homepage

1. Access the Admin View.

2. In the main menu, click the homepage builder icon . The Homepage Builder page opens.

3. Do one of the following actions.

   • To create a new homepage, click + Create Homepage, and then follow the instructions on Create a Homepage.

   • If the homepage already exists, click the more actions icon on the upper right of the homepage to edit, and then select Edit.

4. On the homepage, in the Quick Actions area, click + Add Quick Action to open the Quick Actions wizard.

5. In the Add Quick Action window, select one of the following types of quick actions.

   • Open a Board: Opens a board in an Input view, where a user can enter information.

   • Open Pinned Notification Templates: Opens Ad Hoc Alerts. The side panel displays templates that the user has created. The user can select one of the notification templates to create a notification.

   • Open an External URL: Opens a website in a new browser tab.

   • Open a Map: In Maps, opens a map.

6. Click Next.

7. In the Add Quick Action window, enter and select the information that corresponds to your selection, and then click Apply.

   Set up Quick Actions

   Option	Procedure
   Open a Board	Do the following actions. For Board, select a board from the list. For Board View, select a view for the board. For View Filters, if applicable, select one or more predefined filters for the board. For Permission Tags, select one or more predefined permissions from the list. For Label, enter a name for the board. For Icon, select an icon that will appear before the Label on the shortcut. For Color, select the color of the icon that appears to the left of the Label. The Preview area displays how the shortcut appears for the user.
   Open Pinned Notification Templates	Do the following actions. For Label, enter a name for the template. Click Apply.
   Open an External URL	Do the following actions. For URL Link, enter the URL of the website. For Label, enter a name for the link. For Color, select the color of the icon that appears to the left of the Label. The Preview area displays how the shortcut appears for the user.
   Open a Map	Do the following actions. For Select Map, select an available map. For Annotation Permissions, select the permission that the user has when they work with annotations. Select one of the following permissions: None: The user cannot see the annotations. Read Only: The user can see the annotations but cannot create, modify, or delete them. Read/Write/Delete: The user can see, create, modify, and delete annotations. For Permission Tags, select one or more predefined permissions from the list. For Label, enter a name for the template. For Color, select the color of the icon that appears to the left of the Label. The Preview area displays how the shortcut appears for the user.

8. On the homepage, to the right of the Quick Actions area, turn on/off the toggle to show/hide the Quick Actions widget.

   • If the toggle switch is on, users assigned to the position see the Quick Actions when they log on to their homepage.

   • If the toggle switch is off, users do not see any Quick Actions when they log on to their homepage.

9. To save the changes to the homepage, click Save & Exit at the top right of the page.