{"id":155412,"date":"2026-11-02T11:48:03","date_gmt":"2026-11-02T11:48:03","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=155412"},"modified":"2026-11-02T15:11:06","modified_gmt":"2026-11-02T15:11:06","slug":"quick-access-guide-to-any-page-using-quick-actions","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/quick-access-guide-to-any-page-using-quick-actions\/","title":{"rendered":"Quick Access Guide to Any Page Using Quick Actions"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text el_class=&#8221;tut-intro&#8221;]From <strong>Quick Actions<\/strong>, you can reach any page, action, report, or setting in the system from anywhere, without navigating through menus. This tutorial explains how to open Quick Actions, reach the page you need by searching or browsing, then pin it and open it directly with a keyboard shortcut.[\/vc_column_text][vc_column_text el_class=&#8221;tut-toc&#8221;]Contents<\/p>\n<ol>\n<li><a href=\"#before-you-start\">Before you begin<\/a><\/li>\n<li><a href=\"#open\">Open Quick Actions<\/a><\/li>\n<li><a href=\"#find\">Reach the page by searching or browsing<\/a><\/li>\n<li><a href=\"#pin\">Pin the page<\/a><\/li>\n<li><a href=\"#shortcut\">Open the page with a keyboard shortcut<\/a><\/li>\n<li><a href=\"#customize\">Customize the shortcut and order<\/a><\/li>\n<li><a href=\"#faq\">FAQs<\/a><\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;before-you-start&#8221;][vc_column][vc_custom_heading text=&#8221;Before you begin&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793800000001{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-check&#8221;]<\/p>\n<ul>\n<li>The actions available to you depend on your permissions and the apps active in your account.<\/li>\n<li>Your pins and shortcuts are personal and don&#8217;t affect other users.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;open&#8221;][vc_column][vc_custom_heading text=&#8221;Open Quick Actions&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793800000002{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"1\">\n<li>From any page, click the <strong>+<\/strong> button in the top bar, or press <strong>Ctrl + \/<\/strong> (<strong>\u2318 + \/<\/strong> on Mac).<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155414&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> The screen opens over the current page without leaving it. The <strong>Ctrl + \/<\/strong> shortcut doesn&#8217;t work while you&#8217;re typing in a text field.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;find&#8221;][vc_column][vc_custom_heading text=&#8221;Reach the page by searching or browsing&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793800000003{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"2\">\n<li>Type at least two characters of the page name in the <strong>Type a command<\/strong> box, such as \u201cinvoices\u201d.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155417&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"3\">\n<li>The <strong>Search Results<\/strong> appear, divided into <strong>Matched Actions<\/strong>, <strong>Matched Settings<\/strong>, and <strong>Matched Reports<\/strong>. Click the result you need to open it.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155419&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-success&#8221; icon_fontawesome=&#8221;fas fa-check-circle&#8221; el_class=&#8221;tut-callout tut-tip&#8221;]<strong>Tip:<\/strong> You don&#8217;t need to type the name exactly as it appears in the system; the search tolerates minor spelling mistakes, such as \u201cinvoce\u201d instead of \u201cinvoice\u201d.[\/vc_message][vc_column_text el_class=&#8221;tut-table&#8221;]<\/p>\n<table>\n<thead>\n<tr>\n<th>To browse instead of searching<\/th>\n<th>Steps<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>From the system categories<\/td>\n<td>Choose the category from the categories list, such as <strong>Sales<\/strong>, then the group, then the action.<\/td>\n<\/tr>\n<tr>\n<td>From the frequently used actions<\/td>\n<td>In the <strong>Quick Actions<\/strong> section, the <strong>Frequently Used Actions<\/strong> appear based on your usage.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/vc_column_text][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> If the result appears under <strong>Found in Disabled Features<\/strong>, the app it belongs to isn&#8217;t active. Click it, then <strong>Activate<\/strong> to go to <a href=\"https:\/\/go.daftra.com\/v2\/owner\/plugin-manager\/2\" target=\"_blank\" rel=\"noopener\">Manage Apps<\/a>.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;pin&#8221;][vc_column][vc_custom_heading text=&#8221;Pin the page&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793800000004{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"4\">\n<li>Hover over the action card in Quick Actions, then click the pin icon (<strong>Pin<\/strong>). Or, if the page is open in front of you, click <strong>Pin Current Page<\/strong> at the end of the Quick Actions section.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155423&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"5\">\n<li>The action appears under <strong>Pinned Actions<\/strong> at the top of the screen, with its keyboard shortcut below it.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155433&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> The first 9 pinned actions automatically get the shortcuts <strong>Ctrl + Shift + 1<\/strong> to <strong>Ctrl + Shift + 9<\/strong>, in order.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;shortcut&#8221;][vc_column][vc_custom_heading text=&#8221;Open the page with a keyboard shortcut&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793800000005{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"6\">\n<li>Close Quick Actions with the <strong>Esc<\/strong> key. From any page, press the action&#8217;s shortcut, such as <strong>Ctrl + Shift + 1<\/strong>, and its page opens directly.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155443&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-warning&#8221; icon_fontawesome=&#8221;fas fa-exclamation-circle&#8221; el_class=&#8221;tut-callout tut-warning&#8221;]<strong>Warning:<\/strong> The shortcut doesn&#8217;t work while you&#8217;re typing in a text field, or if the pinned action isn&#8217;t available to you.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;customize&#8221;][vc_column][vc_custom_heading text=&#8221;Customize the shortcut and order&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793800000006{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #e3e9f2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"7\">\n<li>Click <strong>Configure<\/strong> at the top of the Quick Actions screen to open Commands Configuration.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155448&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"8\">\n<li>On the action card, click the keyboard icon, choose a letter or number from the available keys, then click <strong>Confirm<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155451&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"9\">\n<li>To change the order, drag the card by its handle (\u283f). To delete the pin, click the delete icon.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155453&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"10\">\n<li>Click <strong>Save<\/strong>. The message <strong>Configuration saved successfully<\/strong> appears.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;155456&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> Faded keys on the keyboard can&#8217;t be selected, because they&#8217;re reserved by the browser (T, N, W, Q, P, I, J, C, R, B, O, D, and M) or already used by another pinned action.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;faq&#8221;][vc_column][vc_custom_heading text=&#8221;FAQs&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1793627712451{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;}&#8221;][vc_toggle title=&#8221;Why can&#8217;t I find a specific action in the search results?&#8221; el_class=&#8221;tut-faq&#8221;]You may not have permission to access it, it may belong to an inactive app, or you typed fewer than two characters. Try another word or a shorter name.[\/vc_toggle][vc_toggle title=&#8221;Can my colleagues see the actions I pinned?&#8221; el_class=&#8221;tut-faq&#8221;]No; pins, shortcuts, and their order are personal to each user.[\/vc_toggle][vc_toggle title=&#8221;Why don&#8217;t some pinned actions have a shortcut?&#8221; el_class=&#8221;tut-faq&#8221;]Because automatic shortcuts are given to the first 9 pinned actions only. Assign a shortcut to the rest from <strong>Commands Configuration<\/strong>.[\/vc_toggle][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":39,"template":"","categories":[2043,27262],"tags":[27632,27636,27591,27641,27640,27643,27644,4078,27642,27522,27639,27638,27637,27635,27580,27634,27519,27633],"class_list":["post-155412","user_manual","type-user_manual","status-publish","hentry","category-settings","category-quick-actions","tag-commands-configuration","tag-ctrl-en","tag-ctrl-shift-en","tag-customize-shortcuts","tag-frequently-used-actions","tag-how-to-access-any-page-using-quick-actions","tag-how-to-pin-a-page-and-open-it-with-a-keyboard-shortcut","tag-keyboard-shortcuts","tag-manage-pinned-actions","tag-matched-actions","tag-matched-reports","tag-matched-settings","tag-navigate-pages","tag-pin-a-page","tag-pinned-actions","tag-quick-access","tag-quick-actions","tag-search-in-the-system"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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