Working in the CRM
Keyboard shortcuts
On a Mac use ⌘; on Windows and Linux use Ctrl. Table keys work while the Main table is on screen and you are not typing in a field.
Anywhere in the app
| Keys | Does |
|---|---|
| ⌘/Ctrl + K | Jump to search across every board |
In the table
| Keys | Does |
|---|---|
| ↑ ↓ ← → | Move the selected cell |
| Tab / Shift + Tab | Move right / left |
| Enter or F2 | Edit the selected cell |
| Enter while editing | Save and move down. On a new row's name, save and start the next row. |
| Tab while editing | Save and move right |
| Delete / Backspace | Clear the selected cell |
| ⌘/Ctrl + C | Copy the selected cell |
| ⌘/Ctrl + V | Paste a value, or a block copied from a spreadsheet, starting at the selected cell |
| ⌘/Ctrl + Z | Undo the last cell edit or rename |
| Esc | Leave the edit, or drop the selection |
In a record
| Keys | Does |
|---|---|
| Esc | Close the record |
| Enter in the task box | Add the task |
In a guided tour
| Keys | Does |
|---|---|
| → or Enter | Next step |
| ← | Previous step |
| Esc | Leave the tour |