Quick Actions

Quick Actions give you one-click shortcuts to your most common tasks, right from the dashboard. No need to navigate through menus—just click and go.

Available Quick Actions

Record a Donation: Jump straight to the donation entry form
Add an Expense: Log a new expense with receipt attachment
Create a Task: Add a to-do item for yourself or a team member
Add a Donor: Create a new donor profile
Send an Email: Start a new email campaign
Log Volunteer Hours: Record hours for a volunteer

How It Works

The Quick Actions card appears on your dashboard. Each action opens the relevant form or page so you can complete the task immediately and get back to what you were doing.