Quick Actions (Overview)

✨ Introduction #

Quick Actions provide a central menu for Owners, Account Admins, and Space Admins to instantly create tasks, topics, groups, or invite associates. This feature is designed to save time, reduce clicks, and speed up essential workflows.

👤 Who Should Read This #

• Owners
• Account Admins
• Space Admins

📝 What This Guide Covers #

• Where to access Quick Actions
• What actions are available
• Links to detailed “How To” guides for each action
  

📄 Feature Overview #

• Accessible from the top navigation bar inside Kaamfu
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• Menu provides direct shortcuts to:
  • ➕ Create Tasks
  • 💬 Create Topics
  • 👥 Create Groups
  • 📩 Associates
    

🎯 Why This Feature Matters #

• Speeds up daily work by reducing navigation.
• Keeps important actions accessible at all times.
• Simplifies onboarding and task management.
  

💡 Key Benefits #

• Centralized shortcut menu.
• Faster team setup and task allocation.
• Smooth collaboration through quick actions.
  

🛠️ Available Quick Actions #

For detailed steps, refer to the child articles:

1. 📝 How to Create a Task Quickly
2. 📝 How to Create a Topic Quickly — Coming Soon
3. 📝 How to Create a Group Quickly— Coming Soon
4. 📝 ………Associates Quickly?— Coming Soon
   

🔗 Related Resources #

• How to create a Task Quickly?
• Activity Panel (Overview & Usage)
• Settings (Overview & Usage)