Right-click menu
The right-click tools are available on the Schedule, Project Plan, and Project view pages, letting you 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 open the menu, right-click anywhere on the schedule, or select the pointer icon at the bottom-right of the page. Keyboard shortcuts appear next to each action for quick reference.
Press A or Esc on your keyboard at any time to return to the default Add/Edit mode.
Right-click actions on the Schedule, Project plan, and Project view
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/Project view, 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.
If no tasks are defined, the allocation is created at the project or phase level.
If the assigned project/phase has tasks and the task list is locked, the allocation modal opens, prompting you to select a task from the list.
If the task list is not locked, Quick add assigns the allocation to the most recently used task for the same person and 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 permanently remove an allocation.
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 speed up your workflow using keyboard shortcuts. Press Shift + ? on your keyboard to open the full list of available shortcuts.
Some commonly used shortcuts include:
Option (Mac) / Ctrl (Windows) + drag - copy allocations.
Shift + drag - select multiple allocations and move them together.
Command + Z (Mac) / Ctrl +Z (Windows) - undo your last move, add, update, or delete action/s.