Quick Actions (found in the top navigation) give you fast access to the Simplifya features that you use the most. Customize your quick actions to make assignments and creation accessible in one click.
Note: As of August 2019, quick actions are only accessible in the top navigation on your dashboard.
Customizing Your Quick Actions
Using the gear icon, you can choose which actions you want to be displayed as you browse Simplifya.
The first time you log in, all Quick Actions will show by default. Once you've selected the Quick Actions you'd like to show or hide, click "Save" and you'll see your customized Quick Actions.
Quick Actions by Role
Some quick actions will not be available to all users. Below are the actions that can be taken by each user type.
|Assign Custom Task||X||X||X|