Quick Reference
⚡ Quick Actions & Keyboard Shortcuts
EcoHexagon uses modern single-letter shortcuts for instant actions from any page. No Ctrl key needed!
| Shortcut | Action | 💡 Usage Tip |
|---|---|---|
| N | Add Note Modal | Quick notes for clients or projects |
| S | Add Support Ticket Modal | Internal support requests |
| D | Add To-Do Modal | Personal reminders and tasks |
| T | Add Task Modal | Project tasks with assignments |
| I | Add Project Time Modal | Quick time tracking entry |
| M | Add Multiple Tasks Modal | Bulk task creation for projects |
| Esc | Close Modal | Close any open modal dialog |
| Tab | Next Field | Navigate forward through forms |
| Shift+Tab | Previous Field | Navigate backward through forms |
🚀 Common Tasks Quick Reference
Essential workflows for daily EcoHexagon operations with exact click paths:
| Task | Navigation Path | 💡 Quick Steps | ⚡ Shortcut |
|---|---|---|---|
| Add New Client | Clients → Add Client | Name → Contact → Address → Labels → Save | From any page: URL + /clients |
| Create Project | Projects → Add Project | Title → Client → Dates → Budget → Save | From client profile: Add Project button |
| Add Task | Tasks → Add Task | Title → Project → Assignee → Due Date → Save | Press T from anywhere |
| Track Time | Time Tracking → Start Timer | Select Project → Start → Work → Stop | Press I for manual entry |
| Create Invoice | Invoices → Add Invoice | Client → Project → Line Items → Send | From project: Invoice tab → Add |
| Add Lead | Leads → Add Lead | Contact → Status → Source → Follow-up | From dashboard: Quick Add (+) |
| Generate Report | Reports → Select Type | Date Range → Filters → Generate → Export | Bookmark common report URLs |
| Upload Files | File Manager → Upload | Drag & Drop → Organize → Share | From any record: Files tab |
📊 Status Indicators & Color Coding
🟢
Green: Completed/Paid/Active
Projects delivered, invoices paid, active clients
Projects delivered, invoices paid, active clients
🔴
Red: Overdue/Urgent/Problem
Late tasks, overdue invoices, critical issues
Late tasks, overdue invoices, critical issues
🟡
Yellow: In Progress/Pending
Active tasks, pending approvals, drafts
Active tasks, pending approvals, drafts
🔵
Blue: Scheduled/Future
Upcoming tasks, scheduled meetings, future projects
Upcoming tasks, scheduled meetings, future projects
🔗 Quick Access URLs
Master URL Pattern: https://ecohexagon.com/[workspace]/rs/[module]
- Dashboard:
/rs/dashboard - Clients:
/rs/clients - Projects:
/rs/projects - Tasks:
/rs/tasks - Time Tracking:
/rs/time - Invoices:
/rs/invoices - Reports:
/rs/reports
💡 Pro Tip: Bookmark your most-used module URLs for instant access. The workspace URL pattern works for all 16+ business modules.