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Using Quick Actions

Create expenses, invoices, companies, activities, and tasks directly from Officaid's dashboard.

Create Records Without Leaving Your Dashboard

When you're reviewing your Insights dashboard and realize you need to log an expense, create a task, or add a new company, you don't have to navigate away. Quick Actions let you create common records directly from the dashboard, keeping your workflow uninterrupted.

Where to Find Quick Actions

The Quick Actions panel appears on the right side of your Insights dashboard, near the top. It displays a row of icons, each representing a different type of record you can create instantly.

Available Quick Actions

The dashboard provides five Quick Actions:

  • Add New Expense opens the expense form to record a business expense
  • Add New Invoice starts a new invoice for a customer
  • Add New Company adds a company to your Network
  • Add New Activity logs an interaction such as a call, email, or meeting
  • Add New Task creates a task in the Tasks module

How to Use Quick Actions

  1. 1 Locate the Quick Actions panel on the right side of your dashboard
  2. 2 Click the icon for the type of record you want to create
  3. 3 Fill in the required fields in the slide-out form
  4. 4 Click the save button to create the record

The form opens as a slide-out panel, so you can still see part of your dashboard while entering information. Once you save, the panel closes and your dashboard updates to reflect the new record if applicable.

Quick Action: Add New Expense

Click Add New Expense to record a business expense. The form includes fields for amount, category, date, and description. This is useful when you spot something on the dashboard that reminds you of an expense you need to log.

For detailed guidance on expense fields, see How to Record an Expense.

Quick Action: Add New Invoice

Click Add New Invoice to start creating an invoice for a customer. You'll select the customer, add line items, and set payment terms. Once saved, the invoice appears in your Finance module.

For the full invoicing workflow, see How to Create an Invoice.

Quick Action: Add New Company

Click Add New Company to add a business to your Network. This is helpful when you're reviewing your network insights and realize you need to add a company you've been working with.

For more on company records, see Adding a Company.

Quick Action: Add New Activity

Click Add New Activity to log an interaction. Activities track your communication history with contacts and companies. You can record calls, emails, meetings, and other touchpoints.

For details on activity types, see Adding an Activity.

Quick Action: Add New Task

Click Add New Task to create a task. The form lets you set a title, description, due date, priority, status, and assignee. Tasks created here appear in the Tasks module.

For more on tasks, see Adding a Task.

Frequently Asked Questions

Quick Actions are available to all users. However, the record will only save if you have the appropriate access to that module. If you don't have access to Finance, for example, you won't be able to save an expense.

Quick Actions provide the essential fields for creating records quickly. For additional options or more complex records, navigate to the full module.

Records appear in their respective modules. An expense appears in Finance, a company appears in Network, and a task appears in the Tasks module.

What's Next?

Explore the specific modules where Quick Actions create records:

quick actions shortcuts productivity dashboard