Pin Actions and Customize Keyboard Shortcuts in Quick Actions
You can pin the actions you use most to the Pinned Actions group in Quick Actions and run them with a keyboard shortcut from any page without opening the screen. This guide explains pinning, shortcuts, and how to customize them from Commands Configuration.
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Note: Your pins, shortcuts, and their order are personal and don’t affect other users.
Contents
Pin an action
- Open Quick Actions using the + button in the top bar or Ctrl + /.
- Hover over the action card, from the Quick Actions home screen, a system section, or the search results.
- Click the pin icon (Pin).
The action moves to the Pinned Actions group at the top of the screen.
Pin the current page
To pin the page you have open, click Pin Current Page at the end of the Quick Actions section; the page name appears below it. The message Page pinned successfully appears.
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Note: If the message This page cannot be pinned yet. appears, this page isn’t available for pinning; search for the action you need in Quick Actions and pin it from its card.
Unpin an action
Hover over the pinned action and click the pin icon (Unpin). You can also delete the pin from Commands Configuration.
Keyboard shortcuts
- The first 9 pinned actions automatically get the shortcuts Ctrl + Shift + 1 to Ctrl + Shift + 9 based on their order.
- Actions pinned after the ninth don’t get a shortcut automatically, and you can assign one to them manually.
- The shortcut appears below the action name in the Pinned Actions group.
- Press the shortcut on any page to open the action directly without opening the Quick Actions screen.
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Note: Shortcuts don’t work while you’re typing in a text field or while the Commands Configuration screen is open. Shortcuts also use the Ctrl key on Mac.
Commands Configuration
Open Commands Configuration in one of the following ways:
- Click Configure at the top of the Quick Actions screen.
- Or click Assign New Shortcuts at the end of the Quick Actions section.
- Or click the gear icon on the pinned action card to edit it directly.
All pinned actions appear as cards, and each card contains:
| Element | Function |
|---|---|
| Drag handle (⠿) | Reorder pin by drag and drop. |
| Action list | Change the pinned action. You can search it using Search commands. |
| Keyboard icon | Assign keyboard shortcut. |
| Delete icon | Delete pin. |
After editing, click Save, and the message Configuration saved successfully appears.
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Warning: If you close the screen before saving, the message You have unsaved changes. Are you sure you want to leave? appears, and clicking Leave discards your changes.
Assign or change a shortcut
- On the action card, click the keyboard icon.
- A keyboard appears with the Ctrl and Shift keys preselected, and the current shortcut next to Assigned hotkeys:.
- Choose a letter or number from the available keys.
- Click Confirm, then Save.
Available keys appear with a clear border, and faded keys can’t be selected:
- Keys reserved for the browser: T, N, W, Q, P, I, J, C, R, B, O, D, and M.
- Keys used in another pinned action’s shortcut.
- Keys other than letters and numbers, such as symbols and F keys.
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Note: The Assign New Shortcuts button in Commands Configuration opens the keyboard for the first pinned action without a shortcut, and it’s unavailable if all pinned actions have shortcuts.
Change, reorder, and delete pins
- Change the action: Choose another action from the action list on the card. You can’t choose an action that’s already pinned.
- Reorder: Drag the card by its handle (⠿) to the position you want.
- Delete: Click the delete icon on the card.
Then click Save.
Inactive pinned actions
A pinned action appears faded and can’t be opened if it’s no longer available to you; Inactive appears next to it in Commands Configuration, and its shortcut doesn’t work. Hover over it to see the reason:
| Message | Reason | Solution |
|---|---|---|
| You do not have permission to access this action | Your permissions don’t allow you to open this action. | Ask the system administrator for the permission from Manage Employee Roles. |
| This feature is not active | The app this action belongs to isn’t active. | Activate the app from Apps Manager. |
| This page is no longer available | The page no longer exists in the system. | Delete the pin from Commands Configuration. |
Common problems and solutions
| Message | Reason | Solution |
|---|---|---|
| Pins were changed in another tab. Check the list and save again. | You edited the pins from another tab while Commands Configuration was open. | Review the list, then click Save again. |
| This page cannot be pinned yet. | The current page isn’t available for pinning. | Search for the action and pin it from its card. |
FAQs
Can my colleagues see the actions I pinned?
No. Pins, shortcuts, and their order are personal to each user.
Why doesn’t the tenth action I pinned have a shortcut?
Because automatic shortcuts are only for the first 9 pinned actions. Assign a shortcut to it from Commands Configuration.
Why isn’t the shortcut working?
Make sure the cursor isn’t inside a text field and that the pinned action isn’t inactive.