Paymo Help Center

What are shortcuts?

Learn how to use shortcuts in Paymo.

Written by AndreiLast update 2 months ago

If you constantly work in certain areas of the app (for example a certain Project or a specific area of a project like Tasks or Files), you can create a shortcut to that section that will be shown in the left side menu. It will work just like creating a favorite bookmark link in your browser, but it will be placed in the menu of Paymo.  

To create a shortcut you first need to go to the desired area → click on New shortcut and set a relevant name. Once the shortcut is created, you will be able to quickly get to that area of the app by clicking on it.

NOTE: You can also save external links (documents links, resources, etc.) as a shortcut, for ease of access.

To remove a shortcut, simply hover the Customize Menu icon (bottom) and click on the trash icon of the shortcut. You can create as many shortcuts as you need.

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