User GuideEveryday tools

Everyday tools

The small things that save time all day: one search box for the whole app, a notification centre you can snooze, emoji reactions, saved views, direct links, undo and a quick way to tell us what you think.

Command palette · Notifications · Reactions · Saved views · Copy link · Undo · More colours · What's new · Feedback
User GuideEveryday tools

Command palette

Press Ctrl + K (⌘ + K on a Mac) on any dashboard page to open the command palette. Start typing to search, use the arrow keys to move and Enter to open.

Command palette
invoiceEsc
Actions
New invoice
Pages
Invoices
Client portal
Invoices
INV-0042 · Acme Ltd · Paid
Actions
Start the things you're allowed to create, like a new ticket or a new invoice.
Pages
Jump to any page in your sidebar without hunting through menus.
Recent
What you opened from the palette before, ready when the box is empty.
Search results
Tickets, projects, people, clients, invoices and documents that match what you typed.

You only see what you can open. The palette uses the same plan and permission rules as the sidebar, and search only returns records you already have access to. Inside Documents, Ctrl/⌘ + K searches pages; use Ctrl/⌘ + Shift + K there for the app-wide palette.

Notification centre

The bell in the top bar shows what needs you: tickets assigned to you, mentions, approvals, kudos, documents to sign and more. Open it for the latest, or open the full Notifications page to search and filter.

ActionWhat it does
OpenTakes you straight to the ticket, page or request and marks it read.
Mark read / unreadKeep something on your list until you've dealt with it.
SnoozeHide it for 1 hour, until tomorrow at 9am, or until next week — it comes back on its own.
RemoveClear it from your list.
Daily digest e-mailTurn on from the Notifications page to get one e-mail a day with anything still unread.

Everyone has the notification centre on every plan. You only get notifications about things you can see.

Notification settings

At the bottom of the Notifications page you choose what reaches you:

  • Digest e-mail: turn it on or off and pick daily or weekly.
  • What you're notified about: for each kind of ticket and board notification (assigned to you, @mentions, added as a helper, changes on tickets you follow, board automations) switch In-app and E-mail on or off. A dash means that kind is never sent that way.
  • Muted boards: the boards you muted and until when, with Unmute.

To mute a board, open it and choose Board settings → Mute this board, then pick 1 hour, 8 hours, 1 day, 1 week or until you unmute it. A muted board sends you nothing, in the app or by e-mail.

Security and sign-in alerts, billing and approval requests always reach you, whatever you choose here.

Emoji reactions

Hover a comment on a ticket or a document, or a client message, and pick a reaction: 👍 ❤️ 🎉 😄 👀 ✅. Click the same emoji again to take yours back. Hover a reaction to see who reacted.

Permission: Groups & permissions → Notifications & reactions → Emoji reactions. It is on by default for everyone.

Saved & shared views

On the board, Reports and the Users list, set the filters you want and save them as a view. Next time, pick the view and the filters are applied in one click.

1
Set your filters
Choose people, dates, statuses or whatever the page offers.
2
Save the view
Open the views menu, give it a name and save. Use “Save the current filters into this view” to update it later.
3
Share it (optional)
Tick “Share with the company” so everyone sees it in their views list.

Permission to share: Groups & permissions → Search & saved views → Saved views: Share. Anyone can save views for themselves.

More colours

Wherever you pick a colour, the ready-made colours come with a rainbow + button: More colours. Use it for database colours (entries, cells, columns, colour rules and option colours), ticket field options, Space colours, labels and priorities, epics, board backgrounds, shift teams, the client portal's brand colour, and text colour, highlights and status labels in documents.

1
Open More colours
Click the rainbow + next to the colours.
2
Pick the colour
Drag in the big square to choose how strong and how light the colour is, and use the rainbow bar for the colour itself. With a keyboard, use the arrow keys (hold Shift for bigger steps).
3
Or type a code
Type a colour code such as #2563EB. In Chrome and Edge, the dropper picks a colour from anywhere on your screen.
4
Apply
Check the Preview and click Apply (or press Enter). Cancel or Esc leaves everything as it was.
  • Always readable. Behind text your colour is shown as a soft, lighter shade (or a deeper one behind white text), so labels, rows and buttons stay easy to read. The colour you picked is what's saved, and the ready-made colours look exactly as before.
  • Recent colours. The last 8 colours you picked show under Recent, ready to use again (kept for you on this browser).
  • Exports match. An Excel export of a database uses the same soft shades you see on screen.

What's new & feedback

The What's new button in the top bar lists the latest improvements to TeamTrackin, with a dot when there's something you haven't seen.

To send us feedback, open Share your feedback. You can attach a screenshot of the page you're on and mark it up — draw on it to point at what you mean — before it's sent. You can also attach your own PNG, JPG or PDF (up to 5 MB). Every plan

Keyboard shortcuts

Press ? on any dashboard page to see the shortcuts for that screen. These work everywhere:

KeysAction
Ctrl/⌘ + KSearch and jump anywhere
Ctrl/⌘ + ZUndo the last delete or archive
?Show keyboard shortcuts
EscClose menus and dialogs

Get around TeamTrackin faster

Press Ctrl+K in your dashboard and start typing — it's the quickest way to anything.