Once the modifier's in muscle memory, the day's most common Pipeline actions stop needing the mouse at all. Add a transaction. Jump to the page you need. Compose a note. Mark a doc reviewed. This use case walks the daily flow and the shortcuts that drive each step.
Introduction
A typical admin or TC day in Pipeline cycles through a small set of actions over and over: review the dashboard, add new transactions as they come in, page through unreviewed docs, send notes and emails, check tasks. Each one has a shortcut, and stringing them together compounds — the time savings on any single action is small, but you do them dozens of times a day.
This isn't all-or-nothing. Use the shortcuts you remember; reach for the mouse on the ones you don't. The two with the biggest payoff are Add Transaction and the page-jump shortcuts, because they cover the moves you make the most.
Why this saves a real amount of time
The math is simple: every shortcut shaves a couple of seconds (move the mouse, find the link, click). A heavy day might mean 50–100 of those moves. Two seconds saved 75 times is two-and-a-half minutes you didn't spend hunting menus. Every day, every week. The keyboard layer doesn't change what Pipeline does; it just removes the friction.
1. Start at Home and pin shortcuts to muscle memory
Open Pipeline and try the two shortcuts you'll use most: Ctrl + Alt + 1 (Mac: Ctrl + Opt + 1) for Home, Ctrl + Alt + 2 for Transactions List. The number keys mirror the top menu's order. That's the whole pattern for navigation.
2. Add transactions without the mouse
When a new deal comes in, hit Ctrl + Alt + T from anywhere in Pipeline. The Add Transaction form opens immediately.
Learn how → Transactions
3. Jump straight into the doc uploader
Need to upload paperwork as it lands? Ctrl + Alt + D opens the uploader without going to a transaction or a list first. Useful when you've got a stack of unrelated docs to scan into Unassigned.
Learn how → Document Upload
4. Page through unreviewed docs
Open Unreviewed (Ctrl + Alt + 5) and start reviewing. Inside the preview, → and ← flip pages; Shift + ↓ moves to the next doc. For admins, Alt + R (Mac: Opt + R) marks the current doc as reviewed.
Learn how → Doc Review
5. Edit the transaction you're looking at
Pulled up a transaction and need to change a field? Ctrl + Alt + E opens the edit form for the transaction you're viewing.
6. Compose notes and emails inline
While you're on a transaction, Ctrl + Alt + N opens the compose pane. Type, send, and the note logs to the transaction without leaving the keyboard.
Learn how → Transaction Notes