Overview

Save time and clicks by using the Quick Actions menu in Biz Reviews. In Edit mode, right click wherever you are in your Biz Review to reveal shortcuts without having to scroll.

Depending on your location within a Biz Review, you'll have the options such as add, copy, cut, or move content. Easily duplicate or delete trays and sections, add items to meetings, and more. 

Use the Quick Actions Menu

1. Within a Biz Review, select the pencil in the upper-right hand corner for edit mode.
   • Alternately, right click in the grey area of a Biz Review and select Edit RBR.
     
2. Next, right click in the tray or section to populate the Quick Actions menu. 
3. To paste the copied content into a new Biz Review, navigate to that Biz Review and click the pencil or right click to Edit RBR. From here, right click in the Biz Review and select Paste. 
4. When finished making changes to the originating/receiving Biz Review, select Done Editing in the upper right-hand corner.

Quick Actions Examples

Objectives Quick Actions

The Objectives tray menu provides tailored options related to Objectives like Add Objectives, Copy Objectives, Copy and reset OKR, create Action Items on the spot, and more.  

Chart Quick Actions

The Quick Actions menu shows relevant options for a Chart tray, like Edit Chart tray, Copy Chart tray, Cut Chart tray, Duplicate Chart tray, and Remove Chart tray. 

And More

Discover more tools available by right clicking your trays and sections to explore the tailored Quick Actions menu.