The "+" button in the dashboard header lets you create anything in Workestra in one click. Customize what shows up for yourself or for your whole workspace.

Quick Actions

The + button in the dashboard header is your shortcut to create anything new — a contact, a deal, an invoice, a task, an invite — without first navigating to the right module. Click it (or press ⌘ + Shift + N on macOS / Ctrl + Shift + N on Windows) and a command-menu opens with your available create flows.

quick actions menu opened from the + button

Screenshot needed — the + button menu with default and customized actions

What you'll see

The list is composed in three layers, in this order:

Layer	Who sets it	Who sees it
Built-in defaults	Workestra	Everyone
Workspace additions	Workspace admins	Everyone in the workspace
Your additions	You	Only you

The three layers stack — defaults always appear, workspace additions are added on top, and your personal additions sit at the end. You can't remove a default or a workspace addition; you can only add more on top.

Built-in defaults

Every workspace ships with a sensible default set so the + button is useful immediately, even before anyone customizes it:

New Contact (CRM)
New Deal (CRM)
New Company (CRM)
New Project (Projects)
New Task (Projects)
New Invoice (Finance)
New Ticket (Support)

These seven entries are always present and can't be removed.

Workspace additions

Workspace admins (Admin role or higher) can add extra actions for everyone in the workspace. Useful when:

Your team uses a specific module heavily (e.g. recruiting workspaces want New Job and New Candidate front-and-center).
You want every member to see the same shortcuts so onboarding is consistent.
Some entities (like Team member or Quote) aren't in the defaults but are part of your team's daily workflow.

Workspace additions show up for every member, alongside the defaults. Members can add their own personal additions on top, but they can't remove what an admin pinned.

Your additions

Any team member — admin or not — can pin extra actions just for themselves. Useful when:

You're a power user and want shortcuts for entities the rest of the team doesn't use as often.
You want to reorder or extend the list with your own preferences.

Your personal additions only affect what you see in the + menu. They don't affect anyone else in the workspace.

Customize the list

Click Customize in the top-right of the + menu, or navigate to Settings → Administration → Quick Actions.

Quick Actions settings page

Screenshot needed — settings page showing locked defaults, workspace additions, and user additions

The page has two cards:

1. Workspace additions

Always shown (built-in defaults) — A locked row of chips listing the seven defaults. Visible to everyone, can't be edited.
Workspace additions — Drag-to-reorder list of actions the admin has pinned for the whole workspace. Empty by default.
Add action button — Opens a picker grouped by module (CRM, Recruiting, Projects, Support, Finance, Knowledge, Workspace). Defaults are hidden — they're already shown above.

This card is read-only for non-admins. Members see what the admin pinned but can't change it.

2. My additions

Always shown (defaults & workspace additions) — A locked row of chips. From your perspective, both the seven defaults and any workspace additions your admin pinned are shown here as locked.
My additions — Drag-to-reorder list of actions you've pinned for yourself.
Add action button — Picker shows everything except what's already locked above and what you've already added.

This card is editable by everyone — admins, members, and viewers can each set their own.

What's in the action library?

The picker offers 17 actions grouped by module:

Module	Actions
CRM	Contact, Company, Deal, Activity
Recruiting	Job, Candidate
Projects	Project, Task, Cycle
Support	Ticket
Finance	Invoice, Quote, Expense, Product
Knowledge	Document
Workspace	Team member, Team

The list is capped at 16 visible items in the + menu — if you pin more, the oldest user additions get bumped off (defaults and workspace additions are kept first).

Some actions require permission to use the underlying create flow (e.g. New Team member needs the platform.users.manage permission). The action will still appear in your + menu, but clicking it will route you to the create page where the permission check applies.

Tips

Reorder freely: drag-handles on each row let you put the most-used actions at the top so they're a single Enter key away.
One-click creation: most actions navigate to a deep-link with ?create=true so the create modal is already open when you arrive. No extra clicks needed.
Keyboard navigation: with the + menu open, use ↑/↓ to move the cursor and Enter to fire the highlighted action. Esc closes.
Per-workspace settings: each workspace has its own list. Switching workspaces switches the + menu accordingly.

Permissions

Who	Can do
Anyone	Customize their own additions (My additions card)
Admin or higher	Edit workspace additions for everyone
Anyone	View what's in the workspace additions list (read-only for non-admins)

The permission check happens in two places: the settings UI greys out the workspace card for non-admins, and Supabase row-level security enforces the same rule on writes — so a member can't bypass the UI by calling the API directly.

Next Steps

Dashboard overview — How the home screen is composed.
Settings — Other workspace and personal preferences.
Teams — Add team members so they can use Workestra alongside you.

Quick Actions (the "+" button)