Shortcuts are internal links that can be added to various features within Connecteam's platform. They allow you to easily send your users directly to the relevant content with a simple click of a button. This prevents any confusion about which form or task they need to complete and saves you time in explaining how to get to the relevant content on the app.

Here are some examples of how Shortcuts can be used:

Let’s go over in which features Shortcuts can be used and what types of shortcuts you can add:

Now, let's dive into exactly how shortcuts look in each of these features!

Do you want employees to fill out a form, answer a survey, or complete a course while on shift? This is the place to use a shortcut! Using a shortcut enables you to add the form, survey, or course directly to their scheduled shift. There is no way they can miss it then!

On the Dashboard: Navigate to the Job Scheduler on the left sidebar, and create a new shift or edit an existing one. In the Note field, click on 'Attach', select the ‘Shortcut’ icon, and attach the relevant asset to attach.

On the Mobile App: Navigate to the Job Scheduler in the admin tab, then create a new shift or edit an existing shift. In the Attachments field, press on the paperclip and select 'Add shortcut', and attach the relevant asset.

To learn how to insert shortcuts into a shift via the dashboard and mobile app, check out this article!

Adding an internal link to a task is a great option. You could create a task, assign it to a user, and attach a shortcut to exactly the information you need them to know. This can be a form they need to fill out, a course or survey they need to take and much more! You could even create a task for your admins or yourself such as reviewing the weekly schedule and attaching a shortcut directly to the schedule. Please note adding shortcuts to tasks is only available when an Admin is creating a task. If an employee (user) is creating a task they can not add a shortcut.

On the Dashboard: Navigate to Quick Tasks on the sidebar, and create a new task or edit an existing one. In the task details description field, click on 'Attach', select the 'Shortcut' icon, and attach the relevant asset.

In the example below we created a task named “Complete Part 1 of Onboarding” and used a shortcut to attach an internal link directly to the course. It doesn't get easier than that!

On the Mobile App: Navigate to Quick Tasks in the admin tab, then create a new task or edit an existing one. Select the ‘Add More Details’ button and press the paper clip icon. Press ‘Add shortcut’ and attach the relevant asset.

In the example below we created a task named “Call Meredith Grey”. We then used the shortcuts to attach an internal link to the Directory, where all the work contacts information is stored.

Tip: If you are unsure how to create a task, take a look at this article.

Using shortcuts when creating an update is a great option to save time and confusion. You can remind users to do something while directing them exactly to the information they need. Whether it’s filling out a form, checking their schedule, taking a course, chatting with their manager, marking their attendance for an event, taking a survey, or much more, it can all be done using shortcuts in the updates tab.

On the Dashboard: Navigate to Updates on the sidebar, and create a new update or edit an existing one. Under the Add attachments section, select 'Shortcuts', and attach the relevant asset.

On the Mobile App: Navigate to the Job Scheduler in the admin tab, then create a new shift or edit an existing shift. In the Attachments field, press on the paperclip and select 'Add shortcut', and attach the relevant asset.

To learn how to insert shortcuts into an update via the dashboard and mobile app, check out this article!

Pro tip: If you are unsure how to create an update, have a look at this article.

Say you've created a company-wide event on the admin dashboard but there's some information you need to collect from all of your employees, such as dietary restrictions or information regarding sleeping arrangements for an overnight trip. You can easily add a shortcut to the relevant form that you need them to fill out. Alternatively, you could add a shortcut to a page in the Knowledge Base so that they can see the instructions for arrival to the location or a detailed schedule of the event. The options are endless!

On the Dashboard: Navigate to Events on the sidebar, and create a new shift or edit an existing one. In the Event details field, click on 'Attach', select the ‘Shortcut’ icon, and attach the relevant asset.

Chatting to a coworker and you need to refer them to another place in the app like a form or survey? Shortcuts are your solution to save you some hassle and explaining!

When creating or editing a Team Chat or Channel you can add a description, where you will be able to attach any shortcut, image, or file. These attachments will always be available to anyone assigned to the chat.

On the Dashboard: When creating a new team chat/channel, in the description field click on 'Attach’ and then on the ‘Shortcut’ icon to attach the relevant asset.

To edit an existing team chat/channel, access the chat from the admin dashboard. In the chat, click on the information icon, and then click on ‘Edit team’. In the pop-up that appears, navigate to the description field, click on ‘Attach’, and then on the ‘Shortcut’ icon to attach the relevant asset.

While communicating with your coworkers via chat, you can add a shortcut in the chat field as well! To do so, press the paperclip next to the text field, and choose ‘Shortcut’.

On the Mobile App: When creating a new team chat/channel, press on ‘Add team description’ and then on ‘Add shortcuts’. Attach the relevant asset.

To edit an existing team chat/channel, press on the information icon and then on the edit icon. Press ‘Add attachment’ and then ‘Add shortcuts’. Attach the relevant asset.

While communicating with your coworkers via chat, you can add a shortcut in the chat field as well! To do so, press the paperclip next to the text field, and choose ‘Shortcut’.

Pro tip: If you are unsure how to use the Chat feature, take a look at this article.

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