Next to the menu options for Clients, Documents, Jobs, Tasks and Automation there is a down arrow.
This gives you quick access to the Views in that option. It also gives you quick access to the 5 last Clients, Documents, Jobs, Tasks or Automation Processes that you have used, as relevant for that menu option.
Where there are more than 10 Views for the list, the View selector displays with a scroll bar.
You can use the Search at the top of the View selector to find a View. Enter one or more characters to find the View(s) that contain what you have entered anywhere in the View name. Click the X in the Search to clear the search text.
From the list of Views, you can copy a link to a view. Hovering the mouse next to a View name displays the Copy View Link icon which you can click to copy a link to that view to your clipboard. Refer to Copying a Link to a View.
From the Quick Access drop-down, click a View to display the list with that View selected.
Or, click one of the last used Clients, Documents, Jobs, Tasks or Automation Processes,.
- For Clients and Jobs, clicking one of the last 5 Clients or Jobs you have used opens the workspace for that Client or Job.
- For Documents, clicking one of the last 5 Documents you have created or modified opens that document in Preview.
- For Tasks, clicking one of the last 5 Tasks you have created or completed opens the Tasks list with the drawer open for that Task
- For Automation Processes, clicking one of the last Processes you have opened re-opens that Process.
This article contains the following sections:
- Quick Access to Recently Used Documents and Views
- Quick Access to Recently Used Clients and Views
- Quick Access to Recently Used Jobs And Views
- Quick Access to Recently Used Tasks and Views
- Quick Access to Recently Used Automation Processes and Views, Apps and History
Quick Access to Recently Used Documents and Views
Click the down arrow next to the Documents menu option from any list or workspace to select a View, or one of the last 5 Documents you have used. From the Quick Access, click a Document View or a Document to display it.
The Quick Access for Documents displays as follows.
Refer also to Quick Access to Recently Used Documents and View.
Quick Access to Recently Used Clients and Views
Click the down arrow next to the Clients menu option from any list or workspace to select a View, or one of the last 5 Clients you have used. From the Quick Access, click a Client View or a Client to display it.
The Quick Access to Clients displays as follows.
Refer also to Quick Access to Recently Used Clients and Views.
Quick Access to Recently Used Jobs And Views
Click the down arrow next to the Jobs menu option from any list or workspace to select a View, or one of the last 5 Jobs you have used.
From the Quick Access, click a Job View or a Job to display it.
The Quick Access to Jobs displays as follows.
Refer also to Quick Access to Recently Used Jobs and Views.
Quick Access to Recently Used Tasks and Views
Click the down arrow next to the Tasks menu option from any list or workspace to select a View, or one of the last 5 Tasks you have used.
From the Quick Access, click a Task View or a Task to display it.
Refer also to Quick Access to Recently Used Tasks and Views.
Quick Access to Recently Used Automation Processes and Views, Apps and History
An FYI Admin, or a user in a User Groups with Permissions enabled for Automations, has access to the Automation menu option.
Click the down arrow next to the Automation menu option from any list or workspace for quick access to a standard or saved List view in Automation Processes, or one of the last 5 Processes you have opened. From the drop-down you can also select Apps to display the Automation - Apps tab, or, if you have access to this, you can select Process History.
Refer also to Quick Access to Recently Used Automation Processes and Views, Apps and History.