Create Shortcuts

How to create dashboard shortcuts

Updated over a week ago

Section Topics


Introduction

This article gives instructions for how to create individual and company-wide shortcuts. To reach the shortcuts feature:

  1. Click Shortcuts (kebab icon), on the top menu bar.

    The location of the Shortcuts button, on the right side of the top menu bar.

  2. The menu opens with the following options:

    The expanded shortcuts menu.
    • Company Shortcuts: A list of all existing company-wide shortcuts. Click a shortcut to navigate to it.

    • Personal Shortcuts : A list of all existing personal shortcuts. Click a shortcut to navigate to it.

    • Create Shortcut (Company shortcut): Click to create a new company shortcut.


Company Shortcuts

This section gives instructions for how to create a company shortcut. These appear for all Monsido users on the company account.

  1. Click Shortcuts (kebab icon), on the top menu bar.

    The location of the Shortcuts button, on the right side of the top menu bar.

  2. Click Create Shortcut, at the bottom of the expanded menu.

    The location of the Create Shortcut option at the bottom of the expanded menu.

  3. The Create Shortcut pane opens.

    The Shortcut creation pane.

  4. Provide the following information in the Shortcut Details section:

    • Name: Enter a name for the shortcut

    • URL: Enter the URL for the shortcut

    • Show on Dashboard: Turn ON to show the shortcut on the dashboard, or OFF to hide it.

    • Open the Browser in: Click the arrow and select one of the following:

      • New Tab

      • Same Tab

    • Icon Type: Click the arrow and select one of the following icon types:

      • Icon

      • URL.

    • Icon: Click the arrow and select an icon for the shortcut:

      The expanded choices for icon selection.

      • Document

      • Profile

      • Search Engine

      • Link

      • Chart

      • Home.

    • Personal link: Turn OFF for company shortcuts.


Personal Shortcuts

This section gives instructions for how to create a personal shortcut.

  1. Click Shortcuts (kebab icon), on the top menu bar.

    The location of the Shortcuts button, on the right side of the top menu bar.

  2. Click Create Shortcut, at the bottom of the expanded menu or in the Personal Shortcuts section of the expanded menu.

    The location of the Personal Shortcuts Create Shortcut link in the Personal Shortcuts section of the expanded menu.

  3. The Create Shortcut pane opens.

    The Shortcut creation pane.

  4. Provide the following information in the Shortcut Details section:

    • Name: Enter a name for the shortcut

    • URL: Enter the URL for the shortcut

    • Show on Dashboard: Turn ON to show the shortcut on the dashboard, or OFF to hide it.

    • Open the Browser in: Click the arrow and select one of the following:

      • New Tab

      • Same Tab

    • Icon Type: Click the arrow and select one of the following icon types:

      • Icon

      • URL.

    • Icon: Click the arrow and select an icon for the shortcut:

      The expanded choices for icon selection.

      • Document

      • Profile

      • Search Engine

      • Link

      • Chart

      • Home.

    • Personal link: Turn ON for personal shortcuts.


Additional Information

For further assistance, contact the Monsido support team at support@monsido.com or via the Monsido chat and help features inside the application.

Image of the toolbar with the Help Center buttons highlighted.

Contact us:

Monsido, Powered by CivicPlus

San Diego, CA, USA

5880 Oberlin Dr,
San Diego, CA 92121, USA

Australia & New Zealand

Suite 2.04
80 Cooper St
Surry Hills, NSW 2010

Copenhagen, Denmark

Borupvang 3
2750 Ballerup, Denmark

London, UK

14 New Street
London, EC2M 4HE

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