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Create Shortcuts

How to create dashboard shortcuts

Updated over a week ago

This article gives instructions on how to create individual and company-wide shortcuts.

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Instructions

Company Shortcuts

Personal Shortcuts

Additional Resources

Instructions

This section gives instructions on how to reach the shortcuts feature:

  1. Click Shortcuts (grid 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.

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Company Shortcuts

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

Only Admin users can create company shortcuts.

  1. Click Admin Settings (gear icon) on the toolbar of the Domain Overview page.

    Image that shows the location of the Settings button, on the top menu bar.

    The Domain Settings page opens.

  2. Click Shortcuts, on the left menu bar.
    ​

    The location of the Shortcuts button on the left menu bar below the Select Domain section header.

  3. The Shortcuts page opens.
    ​

  4. Click +Add New Shortcut, on the top right of the page.
    ​

  5. The Shortcut pane opens.

    The Shortcut creation pane.

  6. 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 to add this link to your personal shortcuts.

      • Turn OFF to create this shortcut for the company but not in your own personal shortcuts list.
        ​

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Personal Shortcuts

This section gives instructions on 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 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.

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Additional Resources

For definitions and explanations of acronyms and abbreviations used in the Monsido User Guide, see:

Glossary.

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

Image of the toolbar with the Help Center buttons highlighted.

Monsido Contact Information

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