Who is this article for?

Users managing their shortcuts.

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

Shortcuts allow you to access and review your most frequently used actions across various apps. User-defined shortcuts support a limited range of links depending on the apps you are integrated with.

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

1. Viewing shortcuts

To view your shortcuts, access Ideagen Hub.

You will note them displayed in the widget on the right-hand side.

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

2. Adding shortcuts

2.2. Global

To add a shortcut:

1. Click Add shortcut if no actions are added.
   If actions exist, click Manage shortcuts.
2. Check the Available shortcuts.
   These depend on your integrated apps.
3. Click Add next to shortcuts to select them.
   Selected shortcuts appear on the homepage widget.
4. Clicking a shortcut opens its page.

2.2. User-specific

You also have the option to create your own shortcuts within Hub to add a link to a third-party website, provided it is publicly accessible, or link to a page within an app.

Linking to a page within an app might have some restrictions depending on the app you're using. If you have any trouble creating a shortcut to a page, please feel free to open a ticket with us for assistance.

To add a shortcut:

1. Click Manage shortcuts.
2. Click + Add Shortcut.

3. Enter a Shortcut title.
   This will appear on the widget as the name for your shortcut.
4. Enter a Shortcut description.
   This is helpful information about the shortcut that will appear below the name of the shortcut in the list.
5. Choose a Shortcut type.
   This will determine the icon to be associated that best represents the type of shortcut.
6. Add the Link.

7. Click Add new shortcut.

The shortcut will then appear in the Available shortcuts section. You can add it to your Shortcuts widget as normal.

Note

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

3. Editing shortcuts

3.1. Global

To edit the list of selected shortcuts:

1. Click Manage shortcuts.
2. Click the Cross icon to remove a shortcut
3. You can drag the icon next to each shortcut to reorder them.
   Your widget will show shortcuts in this order.

3.2. User-specific

To edit the shortcut you previously set up:

1. Click Manage shortcuts.
2. Find the user-defined shortcut.
3. Click Edit (Pencil icon).

4. Update shortcut details.
5. Click Save. 

To delete the shortcut, click Delete shortcut. You will be asked to confirm before the shortcut is removed from the system.