Right-click menu
The right-click tools are available on the Schedule and Project plan pages, allowing you to quickly adjust your team’s work. If your team is on the Pro or Enterprise plan, you can also use the right-click menu on the Log Team and Log Time pages.
To access the available options, right-click anywhere on the Schedule, or select the pointer icon at the bottom-right of the page. Keyboard shortcuts are listed next to each action. Press A or Esc on your keyboard to return to Add/Edit mode.
Right-click actions on the Schedule and Project plan
The right-click actions on the Schedule and Project plan include:
Add/Edit - A
Quick add - Q
Split - S
Link - L
Complete - C
Delete - D
Add/Edit (A)
The default setting. Use it to create a new allocation or edit the existing one.
Quick add (Q)
Use this edit mode to plan quickly, skipping the allocation menu. You can click to create a one-day allocation or click and drag to add multi-day allocations. Quick add allocations are always created as full-day allocations, but once added, they can be adjusted as needed.
📝Note: Quick add is a default mode on the Project view.
Quick add logic
On the Schedule, the allocations added with Quick add are assigned to the last project/phase/task used.
On the Project plan, the allocations added with quick add are automatically assigned to the relevant project. If the project has phases, quick add picks the phase whose start is closest to the allocation start date.
When no tasks are defined, the allocation is created directly at the project or phase level. When the assigned project/phase's tasks are defined and the task list is locked, the allocation modal is displayed, asking you to select one of the tasks from the list. If the task list is not locked, quick add selects the last task that was allocated for the same person/project/phase.
Split (S)
Use this shortcut to divide the existing allocation.
📝Note: Allocations must cover at least two days to be split. Recurring allocations cannot be split. Only users with edit access can split allocations.
Link (L)
With the link option, you can connect allocations belonging to the same project.
Complete (C)
The C shortcut helps you quickly change the allocation status to complete. When set as complete, a checkmark appears next to the completed allocation, and the color becomes translucent. Completed allocations can be filtered and isolated in reports.
Delete (D)
Use this option to remove an allocation permanently.
Right-click actions on the Log time/Log team pages
The right-click actions on the Log time/Log time pages are limited to Add/Edit, Log, and Delete.
Add/Edit (A)
The default setting. It can be used to add a new log time record or edit the existing one.
Log (O)
Use this shortcut to quickly log time based on log time suggestions or add new log time records.
Delete (D)
Use this option to remove logged time records and log time suggestions.
Keyboard shortcuts
In addition to the right-click menu, you can also use keyboard shortcuts. Hold Shift and ? on your keyboard to bring up the full list of available shortcuts.
Among others, the list includes:
Shift + Drag - quickly copy allocations on the Schedule.
📝 Note: Events imported from the calendar cannot be copied.
Shift + Click - select multiple allocations to move them together.
Command-Z (Mac) or Ctrl-Z (PC) - undo the last move, add, update, or delete action/s.