Who is this article for?

Users managing their shortcuts. 

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

The Shortcuts widget on Hub Home brings your frequently used apps and actions together in one place. It includes two sections - My Apps and My Actions. 

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

1. Viewing shortcuts

To view your shortcuts, log in to Ideagen Hub. The Shortcuts widget is displayed on the left side of the Home page.

1.1. My Apps

My Apps includes shortcuts that are fixed. These links take you to your apps' main landing pages and are set according to the apps your organisation has subscribed to, as well as the assignments configured by your administrator.

1.2. My Actions

My Actions are other shortcuts you can manage by clicking Manage Shortcuts, or Add Shortcut if none have been set up yet.

2. Adding shortcuts

There are two types of shortcuts you can add to the widget. One is a pre-defined list of available shortcuts based on the apps your organisation has subscribed to, and the other is user-specific shortcuts, which you can create yourself to link to any relevant URL.

2.2. Available shortcuts

To add a shortcut:

1. Click Add shortcut if no actions are added.
   If actions exist, click Manage shortcuts.
2. Look at the Available shortcuts. The options you see will depend on the apps you have integrated.
3. Click Add next to a shortcut to move it to the Selected shortcuts section.
4. Close the Shortcuts drawer. The selected shortcuts will then appear on the homepage widget.
5. Clicking a shortcut opens its page.

2.2. User-specific shortcuts

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 Add shortcut if no actions are added.
   If actions exist, click Manage shortcuts.
2. At the Available shortcuts section, 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 show up in the Available shortcuts section. You can add it to the Selected shortcuts or edit it if you want to make any changes to your shortcut details.

Note

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

3. Editing shortcuts

3.1. Selected shortcuts

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 on the right to reorder them.
   Your widget will show shortcuts in this order.

3.2. User-specific shortcuts

To edit the shortcut you previously set up:

1. Click Manage shortcuts.
2. Look for your shortcut. It could be in either the Selected shortcuts or Available shortcuts section, depending on how you set it up previously.
3. Click the Edit (Pencil icon).

To update a shortcut, update the necessary details and click Save shortcut.

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