Overview
You can quickly create create new goals, dashboards, and more with the Shortcuts Button that is always accessible.
It’s convenient to be able to start a new task to create a new goal, create an email or Slack distribution of a dashboard or alert feed, add a new employee, or other key tasks without having to leave whatever page you are on. Simply click the blue Shortcut (+) button in the navigation to access a menu and start your task.
How Do You Use It?
To access the Shortcut menu, click the blue Shortcut button in the navigation:
The Shortcut menu contains menu items that will quickly get you into the flow to complete a given task.
For example, if you would like to create a new Opp Health View that you can save to view any time, select New Opp Health View from the menu, then follow the prompts.
FAQs and Additional Details
Can I use the Shortcut menu to share something like an Opp Health view with another person in my organization?
Yes! As long as that person is an Atrium user, and you have permission to share the view (e.g., you are the creator of that view), you only need to select New Distribution from the Shortcut menu. The dialog box that appears next allows you to create an email or Slack distribution, or share a file with another Atrium user (where they will find it in their Shared with Me section in the left-hand navigation).