Who is this article for?

Users managing their quick actions.

Quick actions may be available for all users depending on the apps that have been integrated.

User-defined quick actions are currently available by request and support a limited range of link types.

Quick actions allow you to access and review your most frequently used actions across various platforms.

This article shows you where you can view and manage these shortcuts.

1. Viewing quick actions

To view your quick actions, access Ideagen Hub. You will note them displayed in the widget on the right-hand side.

If you don't have any quick actions set up, you will see an Add quick actions button displayed in the widget.

2. Adding quick actions

To add a quick action:

1. Click the Add quick actions button.
   This button will only appear if you have no actions added. If you already have actions in the widget, click Manage actions instead.
2. Review actions listed in the Available actions section.
3. Click the Add button next to each action you want to include.

Selected actions will appear in the Quick actions widget on the homepage. Clicking an action will direct you to its page.

3. Editing quick actions

To edit added quick actions:

1. Click Manage actions.
2. Click the Cross icon to remove an action.
3. Click the Add button to include additional actions.
4. Use the icon to the left of the action to drag and drop them.
   Your widget will display the actions in the order they appear in the list.

4. User-defined quick actions

You can create your own Quick Actions within Hub.

This feature is available upon request—please reach out to Support to have it enabled for your organization.

4.1. Feature overview

Currently, this functionality supports fixed links only. A typical use case might include adding a shortcut to an industry news site or an external resource you frequently access. Please note that deep linking to specific areas within integrated applications is not yet supported but is planned for a future release.

4.2. Steps to create a custom quick action

1. Click on + Add Action.

2. Enter a Name (Provide a meaningful name for your Quick Action).
3. Choose an Icon (Select an icon that best represents the type of action (e.g., assessment, form).
4. Add the Link (Insert the URL for the action, for example: https://www.ideagen.com/resources).

5. Activate the Action.

Once created, your custom action will appear in the Available Actions section. You can then select it to be added to your Quick Action widget.

Note: Custom Quick Actions are user-specific and will only be visible to the individual who created them. They do not affect other users within the organization.

You can view your added quick actions here:

4.3. Edit a quick action

To edit added quick actions:

• Click Manage actions.
• Click the Cross icon to remove an action.
• Click the Add button to include additional actions.
• Use the icon to the left of the action to drag and drop them.

Your widget will display the actions in the order they appear in the list.

4.4. Editing User-Defined quick actions

• Click on Manage actions.
• Click on Pencil icon to edit the action.
• Click the Cross icon to remove an action from the widget display.

Users can also edit actions from the Available Actions section, where they have the option to modify the name, link, and description, or delete the action entirely.