Quick Actions

This page covers the Quick Actions section of Settings. For instructions on how to access Settings, see the Settings page.

Capabilities

• Enable or disable standard quick action buttons
• Add tables to generate quick-create form shortcuts

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Fields

Standard actions — Toggle the default quick action buttons on or off:

• New task — Creates a new task.
• New document — Creates a new document.
• New tools — Creates a new tool.

Select tables — Add tables to the quick actions menu. Jestor uses the table's structure to generate a form for quickly adding new records to that table from anywhere in the workspace. Click + Add item to select a table.

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Keep in mind

• Standard actions are personal — toggling them on or off only affects your own quick actions menu, not other users.
• Quick action forms for tables are generated based on the table's current structure. If the table structure changes, review the form to make sure it still works as expected.

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FAQ

1- Where do quick actions appear in Jestor?
Quick actions appear as a shortcut button accessible throughout the platform, so you can create tasks, documents, or records without navigating to a specific table or page.

2- Can I add more than one table to the quick actions menu?
Yes. You can add multiple tables via + Add item, and each one will have its own quick-create form in the menu.