Save a Custom Task Shortcut

Save a custom task shortcut for quick access to frequently used tasks.
Who Can Do This: Anyone can save their own custom task shortcuts.

To save a custom task shortcut:

  1. Go To Tasks List Page:
    • Click [Tasks] from the top menu.
  2. Search & Filter Tasks:
  3. Add Shortcut:
    • When your search results appear, click [Add Shortcut] near the top of the page.
  4. Set Up Shortcut:
    • Choose an icon to represent the task sort and / or search.
    • Name the shortcut.
  5. Save Shortcut:
    • Click [Save Search].
      • Your custom shortcut will appear on the left menu in the My Shortcuts section.